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2008-05-29

GetPaid integration discussions: PFG and SF.com

There have been some discussions about integrating GetPaid and other useful tools...like Salesforce.com and PloneFormGen, so I wanted to point out some discussions on those going on currently.

Ain't integration fun!? We hope so... Lots of talk recently about integration GetPaid with PloneFormGen (for flexible forms leading into transactions) and Salesforce.com (to write transaction data into the CRM). These have long been areas of interest in the community, and I wanted to point out a couple threads of conversation going on around these (yes, I have been instigating some discussion again...).

PloneFormGen + GetPaid = single page checkout

At least, we hope! Ever since the first release of getpaid, we realized that a flexible  donation/payment form making option was desired for GetPaid. We know that everyone wants their donation form slightly different, so an option like
PloneFormGen, which also has wide adoption in the community, seemed like  an obvious choice.

One/Northwest and others have worked on an adapter for mapping PFG data into salesfoce.com, which seems like a great model for this use case. This leverages the flexible form making and integrates it into another system for storing/manipulating what was collected in the form - brilliant! For more on
this, see this blog pos
t.

The concept would be similar for Getpaid integration with PFG: map fields from a form into GetPaid cart and/or checkout process. Some potential use  cases:
  - Make a single page checkout (so you enter all on one page and that generates the order directly)
  - Ordering multiple items from a single page

See an example of both of these at: http://tinyurl.com/53yr8o

We have been gathering information on this use case and the work implied on
the wiki: http://code.google.com/p/getpaid/wiki/PloneFormGenAdapter  (same
page referenced by the checkout refactoring discussion...).

See and contribute to thread here.

Salesforce + GetPaid = tracking those customers

Another case with a lot of interest. I started some discussion on the Plone Salesforce Integration list (and then didn't realize I was not getting emails from the list...). In this case, a nonprofit would want to record orders into the CRM Salesforce.com

See and contribute to thread here

And one day...maybe there will be a GetPaid + PloneFormGen + Salesforce.com integration! Oh the bliss!!

We would  appreciate your ideas, feedback, questions, and offers to contribute :)



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