Research CRM API Integration

[chrisblakley]

Look into integrating Salesforce as the CRM of choice for Nebula. At minimum it will need an API key and a function to send/receive data using the API.

Either this one... https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_what_is_rest_api.htm

Or maybe this one...? https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_quickstart_steps_obtain_dev_org.htm

First question: Will that API integration be PHP (possibly with AJAX) or JavaScript?

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[chrisblakley]

This looks like it's just for a form: https://wordpress.org/plugins/salesforce-wordpress-to-lead/

We'll be looking at sending custom event data at various points to supplement lead data. We'll also need to pull data from Salesforce too.

[chrisblakley]

Here is an integration example using PHP: https://developer.salesforce.com/page/Getting_Started_with_the_Force.com_Toolkit_for_PHP

[chrisblakley]

Consider Hubspot CRM for integration instead of just Salesforce.

Here is the Hubspot API documentation: http://developers.hubspot.com/docs/overview

Seems like this would be the one we use most often to send data to Hubspot (Create or Update a Contact): http://developers.hubspot.com/docs/methods/contacts/create_or_update

[chrisblakley]

For Hubspot, I would make a PHP function that accepts AJAX to create/update a contact with provided information.

Does Hubspot create an ID or can we send one? Because we also want to get user data from Hubspot.

[chrisblakley]

Whichever CRM we go with, we should make sure that only quality events trigger the data send- for example, here is Hubspot's API Usage Guidelines (rate limits): http://developers.hubspot.com/apps/api_guidelines