1. Open Shenma Leads Collection Connector
Please refer to Leads Collection Connector Opening & Entry Configuration.
2. Connector Management Configuration
2.1 New Connection Object
1) Enter the UC Shenma site builder connector, select the connection object tab, and click the [New] button.
2) Fill in the "Basic Information" and click [Add Intermediate Object].
3) Fill in the name of the intermediate object, and click the [Save] button after completion.
2.2 Edit Fields
1) Click the [Edit Field] button.
2) Enter the field editing page, click Add Field, and fill in the field information.
The field information is as follows:
| Intermediate Object | Field Name | Field Code | Field Type | Required |
| Sales Leads | id | id | Major Key Field | Yes |
| Name | name | Text | Yes | |
| Telephone | phone | Telephone | Yes | |
| Leads Submission Time | create_time | Date & Time | Yes |
2.3 Insert Function to Generate API Address
1) Click the "Sales Leads" object to generate an API button to enter the API format page.
2) Click the [Add Function] button in the following position.
3) Fill in the description and click Next.
4) Copy and fill in the following functions:
log.info("Request parameter: "+Fx.json.toJson(syncArg))
String dataStr=syncArg["objectData"]["pushData"];
Map pushDatas=Fx.json.parse(dataStr);
List resultList=[];
Map dataMap = pushDatas as Map;
// String id = pushDatas["form_id"];
// dataMap. put("id",id);
List<Map> formdata = dataMap["form_body"] as List;
formdata. each {
map1->
String label = map1["name"];
String value = map1["value"];
if(label.contains("Name")||label.contains("User")||label.contains("Name")||label.contains("Name")||label.contains("Name") ||label.contains("your last name")){
dataMap. put("name", value);
}
if(label.contains("Phone")||label.contains("Mobile")||label.contains("Contact")){
dataMap. put("phone", value);
dataMap. put("id", value);
}
}
Date d = Date.now();
dataMap. put("create_time", d);
dataMap. remove("form_body");
Map data=["masterFieldVal":dataMap]//Convert to the format of the platform
resultList. add(data);
return ["dataList":resultList];//The return is an array type5) Paste the copied function and set parameters.
6) Save the function after completion, and finally copy the URL generated as follows, and go to the Shenma site builder promotion platform to paste the binding address (Please refer to 4. Bind API Receiving Address in Shenma Site Builder Promotion Platform.)
3. Connector Data Integration Flow Configuration
The main purpose of this step is to synchronize the data which is synchronized from Shenma to connector to CRM according to the integration flow rules. The following is the configuration guide for preset fields. The fields and field values that need to be synchronized should be configured according to the actual situation.
Enter the [Data Integration Flow] page, click [New Data Integration Flow] to add an integration flow.
Select the source system/source object and target system/target object as shown in the figure below.
Click [Field Mapping] to configure the mapping of fields which are synchronized to CRM.
After the addition is complete, enable the integration flow to collect leads.
4. Bind API Receiving Address in Shenma Site Builder Promotion Platform
1) Enter the Shenma site builer promotion platform, find the used form in the advanced component-form, click [Edit], check "Leads Return Address", paste the leads receiving URL, and save, and then you can receive the data collected by the corresponding form .
2) If you want to test the data, go back to the site management of Shenma site builder platform, [Preview] the landing page just now, and then you can test to submit a form information.
