Author: admin4

  • Laravel CRM Software

    CRM is the concept of managing customer data for a more effective customer relationship and its importance in business has increased substantially. There are various CRM software’s available today based on various technologies and deployment options such as open source, cloud, self hosted, SaaS etc.

    These days there is trend to use Open Source Software frameworks and products. Laravel is an open-source framework based on PHP programming language.

    What is Laravel CRM Software?

    Laravel CRM software is CRM software that is developed using the Laravel framework. This framework is one of the most popular among software developers with over 35 thousand developers in appreciation of the features offered by the framework.

    Benefits of Laravel Framework

    Of all the frameworks based on PHP, Laravel is the most popular and it boasts most of the benefits that made PHP the software development framework giant that it once was. Let’s look at some of the advantages of using the Laravel framework for developing CRM software.

    Easy Development

    Different factors make the development of CRM software on the Laravel framework straightforward. The number of developers working on the platform means that there is enough support for the development of any project. The exciting thing is the ease of development does not sacrifice the application functionality.

    Create fast new CRM Software modules

    Another benefit of developing your CRM software on Laravel is the fact that your application can be developed to be fast by taking advantage of the cache driver on Laravel that caches object in the file system.

    Security

    No matter the level at which you develop software, you will admit that security is one of the most important considerations. Using the Laravel framework in developing your CRM software offers you a security guarantee as it secures your application and protects it against security risks such as SQL injection, cross-site requests, and so on.

    Features of Laravel Framework

    Laravel is an excellent framework for developing CRM software. We have also touched on some of the benefits of using this framework. Now, let’s look at some of the features that give the framework these benefits.

    • Laravel has some pre-installed libraries and packages that contribute to the speed of development.
    • The API management directories are quite good at adding to the development experience.
    • Fast development time
    • Laravel is a great choice for developing any type of CRM software no matter the size.
    • Laravel is a Model-View-Controller framework so the model, routes, database, and view are already separated.
    • The framework supports unit testing.

    Final Thoughts

    Open-source CRM software has become a mainstay in the software industry and more of this CRM Software will be entering the market in the coming years. Of all the software frameworks currently available, Laravel provides some of the best options out there.

    If you have a decision to make on the type of CRM software to go for, choosing the Laravel framework based CRM Software is a good idea.
    FinCRM.com is a leading open source CRM Software developed on Laravel framework. It has all the features of an advanced CRM Software and helps business improve sales and customer relationship.

    Resources:
    1) Laravel
    2) PHP
    3) FinCRM

  • Facebook CRM Integration

    Facebook is a leading social media website that allows people to connect with their friends and families.
    It also provides businesses with a platform to advertise and sell products to consumers. Facebook ads can be a great way to market your products or services to interested users. Facebook ads is easy to understand and makes it a good option for businesses with little marketing experience. Businesses can create ad campaigns that target specific demographics based on their interests or behaviors and get quality leads.

    There are 2 ways Facebook Ads and Leads can be integrated with CRM

    a. CSV Import

    Facebook lead using CSV upload

    1. Go to your Meta facebook Suite.

    2. Then click on All Tools > Instant Forms.

    3. Then download the csv of your leads.

    4. Next, go to our crm software and login as admin then go to settings and click on extensions.

    5. Next, click on the import leads from facebook CSV Files.

    6. Next, click on Add new button a new form will open the upload your download csv files.

    b. Using Zapier Webhooks

    Import Facebook leads using Zapier

    Webhooks are a powerful feature in apps and websites. They allow users to connect their apps and websites to a system and send data without user interaction.

    Using webhooks saves time when integrating systems, collects data without users sharing it and lets you send notifications to users without interrupting their experience.

    Zapier is an app that utilizes webhooks to connect apps and websites together. Developers can use webhooks in their apps and easily send data to Zapier using the app’s backend system.

    The process is:

    1. First create an account in Zapier and create a Zap for Get in Webhooks by Zapier when new lead in Facebook Lead Ads.

    2. Add Trigger for Facebook Lead Ads.

    3. Add action for Webhook. Under action field give them an your webhook or callback api for storing the facebook leads. Zapier automatically store the facebook leads in your account if he finds out any new lead in your facebook ads.

    4. Next, go to crm admin panel > click on setting > extensions > import leads from facebook using zapier.

    The leads from zapier webhook will be imported in the CRM Software

    FinCRM provides integration with Facebook and that allows users to automatically capture leads from their Facebook business pages.

    Simply connect the two systems Zapier and Facebook with FinCRM.com and all the leads generated from submissions through Facebook lead ads will be captured and sent straight to your CRM software.

    Contact us for free guidance on setting up a Facebook Ad campaign

    Resources:
    https://www.facebook.com/
    https://www.facebook.com/business/ads
    https://zapier.com/
    https://zapier.com/how-it-works

    Notes:
    1) First before integrating the facebook in zapier users must have a facebook account with their Page and form. Because without a page it will not connect the future process.

    2) And in CRM you must have an url for storing the zapier request. As i mentioned in the action image the url is https://your_domain/admin/storefblead

  • What is the Contact Management Software

    Contact Management Software is an online tool for managing contacts of clients, prospects, suppliers and any other business associates. It enables a company to get a complete view of customer details in a simplified manner. It includes phone numbers, email addresses, and social media profiles etc.

    FinCRM.com CRM Software has an in built contact management module. It can track customers and sales leads to marketing campaigns and even performance of sales team.

    Benefits of using contact management software

    Organize all your data
    Contact management involves saving customers’ details, such as name, phone number, address, and social media handle, in a searchable database

    Customer centric approach to business
    Contact management software unifies every record across the entire customer lifecycle, in one place. Understand contacts better with a 360-degree view of the business cycle

    Real time access to data
    Information is available online. Internet-based Contact Management software provides information that is available to all users instantaneously via any connected device, anywhere.

    Integration of social information
    Software can also easily be used to analyse the social interactions and conversations that contacts are having on Facebook, Twitter, LinkedIn and other social networks

    Enable better collaboration among teams
    View email and phone interactions between your contacts and the staff. Allocate and share contacts within company

    Track end-to-end sales activities
    View entire sales activity history and the key contacts of an account to help close a deal. Finding and contacting new prospects is made easy with Contact Management

    Follow Up on All Contacts
    Make appointments calls and send emails from within the software

    Centralized Database
    Integration of customer information from other sources .All users and applications share a common database that is centrally maintained and updated.

    Customer Service
    Contact management software is connected to Ticket management and it gives support staff details of all interactions and assists them to find and offer solutions online

    Always Updated
    Cloud-based system allows employees to update their system with the latest information about a contact wherever they are, from any web-enabled device. All data is stored on a single online database, so new and updated information is instantly available to all employees.

    Contact management is a basic module of a CRM Software that helps in managing leads and automates the sales processes.

    Contact management is among the primary functions to be offered in CRM software Contact management software made it easy to store and retrieve contact information. It also tracks and saves customer interactions in the contact database to build an integrated client profile.

    Contact Management along with CRM Software is now an integral part of business process of a every company.

  • Features of the Contact Management Software

    Contact Management Software enables a business to collect and organize customer data efficiently. It maintains a database containing names, phone numbers and address etc of all the contacts.

    Contact Management is the foundation of a CRM Software and it involves the process of storing contact details and tracking their interactions with a business. It can be used as a standalone tool or as a part of the CRM Software

    Within the contact management database feature, there are two distinct contact categories available – People and Companies, each containing different types of contacts

    Contact management software can be used by sales teams to drive productivity. It can also be used by anybody looking to move from manual
    work of using spreadsheets, to managing contact information online. It helps in increasing better customer relationships.

    Features of Contact Management Software

    Create Contact
    Users can create a contact by adding names, email, phone, notes and address etc .Adding new contacts to your business contacts database is a simple process

    View Contact
    Users can view contact details and search contacts using various keyword search options

    Lead Management
    Contact Management Software allows you to convert contacts into qualified leads

    Import/Export
    Data can be imported or exported in CSV format

    Update Records –
    Edit and manage up-to-date records of contacts

    Database
    A contact manager lets you manage your contacts like in a centralized address book

    Track Purchases
    Track customers as they progress through the sales pipeline and make first purchase

    Unified view of the customer
    Combining the tracking of contacts, their interactions with the business, and their preferences and service issues, it is possible to create a single view of the entire customer journey

    Customer Service
    Contact Management allows businesses to improve service levels leveraging a wider range of data

    Data Analysis
    Create actionable segments of your contacts with tags based on specific demographic or behavioural attributes, such as industry, location, job title, or company size

    Reports
    Run reports based on daily/weekly/monthly basis and view graphical reports

    Track
    Every interaction with a contact is tracked and updated in real time

    Call Record
    Get a complete picture of every customer from call records and campaign history, to deals in which they are currently involved

    Team Work
    With contact management software, entire team gets access to detailed contact profiles that help you better interact with your contacts and keep them engaged with your brand over the long term

    Account Management
    Company details of the business contacts database information is connected to the individual’s details

    Contact Management module of the CRM software designed to help businesses deal with the critical task of managing contacts, organizations,
    partners, vendors, and suppliers.

    Contact Management from FinCRM.com offers the best solution for storing information essential to your sales process. Using the contact management software, companies can manage and nurture business contacts and foster healthy relationships.

  • Benefits of the contact management software

    Contact Management Software is an online tool for managing contacts of clients, prospects, suppliers and any other business associates. It enables a company to get a complete view of customer details in a simplified manner. It includes phone numbers, email addresses, and social media profiles etc.

    FinCRM.com CRM Software has an in built contact management module. It can track customers and sales leads to marketing campaigns and even performance of sales team.

    Benefits of using contact management software

    Organize all your data
    Contact management involves saving customers’ details, such as name, phone number, address, and social media handle, in a searchable database

    Customer centric approach to business
    Contact management software unifies every record across the entire customer lifecycle, in one place. Understand contacts better with a 360-degree view of the business cycle

    Real time access to data
    Information is available online. Internet-based Contact Management software provides information that is available to all users instantaneously via any connected device, anywhere.

    Integration of social information
    Software can also easily be used to analyse the social interactions and conversations that contacts are having on Facebook, Twitter, LinkedIn and other social networks

    Enable better collaboration among teams
    View email and phone interactions between your contacts and the staff. Allocate and share contacts within company

    Track end-to-end sales activities
    View entire sales activity history and the key contacts of an account to help close a deal. Finding and contacting new prospects is made easy with Contact Management

    Follow Up on All Contacts
    Make appointments calls and send emails from within the software

    Centralized Database
    Integration of customer information from other sources .All users and applications share a common database that is centrally maintained and updated.

    Customer Service
    Contact management software is connected to Ticket management and it gives support staff details of all interactions and assists them to find and offer solutions online

    Always Updated
    Cloud-based system allows employees to update their system with the latest information about a contact wherever they are, from any web-enabled device. All data is stored on a single online database, so new and updated information is instantly available to all employees.

    Contact management is a basic module of a CRM Software that helps in managing leads and automates the sales processes.

    Contact management is among the primary functions to be offered in CRM software Contact management software made it easy to store and retrieve contact information. It also tracks and saves customer interactions in the contact database to build an integrated client profile.

    Contact Management along with CRM Software is now an integral part of business process of a every company.

  • The best Three Business Schools of USA

    1. University of Pennsylvania: Wharton
    It is the World’s first collegiate business school, established in 1881. It has the Largest and one of the most published business school faculty, with 250+ standing and associate members. It has 11 academic departments and 25 research centers and initiatives. It has 86,000 alumni in 145 countries around the world.

    According to Wharton – “When it comes to business executive education, learning is not enough. It is about returning to work prepared to make an impact. That is the true measure of success. That is why our open-enrollment programs are focused on one thing — results.

    At Wharton, we are dedicated to delivering Impact through Education Our open-enrollment executive education programs are designed to leave a lasting impact on executives and their organizations. That is why we offer a unique, multi-month process that helps reinforce the classroom learning — and achieve maximum impact back at the office. We call this the Wharton Learning Continuum.”

    With over 250 professors, 18 majors and nearly 200 electives, the Wharton MBA program gives you enormous flexibility and choice to follow your interests — including the power to create your own individualized major.

    For More details, Check out: http://www.wharton.upenn.edu/

    2. Harvard Business School
    Harvard Business School (HBS) is the graduate business school of Harvard University in Boston, Massachusetts, and is widely recognized as one of the top business schools in the world.

    About Harvard Business School – Harvard Business School (HBS) is the graduate business school of Harvard University in Boston, Massachusetts, and is widely recognized as one of the top business schools in the world. The school offers a full-time MBA program, doctoral programs, and many executive education programs. It owns Harvard Business School Publishing, which publishes business books, online management tools for corporate learning, case studies, and the monthly Harvard Business Review.

    It is ranked #2 among U.S. business schools by U.S. News & World Report, #1 by the QS Global 200 Business Schools Report,[3] #2 by Bloomberg BusinessWeek, #3 by Forbes, and #14 by The Wall Street Journal. Internationally, it is ranked #3 in the world by the Financial Times, #5 in the world by The Economist, and #21 in the world by The Wall Street Journal. Three HBS professors, Mikolaj Piskorski, Zeynep Ton, and Anita Elberse, were recently named the 40 Best B-School Professors Under the Age of 40 by Poets & Quants.

    According to Harvard Business School – “For more than a century, our faculty have drawn on their passion for teaching, their experience in working with organizations worldwide, and the insights gained from their research to educate generations of leaders who have shaped the practice of business in every industry and in every country around the world.”

    Introduced to business education in 1925 by HBS faculty, the case method is a powerful interactive learning process that brings the complex and dynamic realities of business analysis and decision making into the classroom.

    The cornerstone of the School’s renowned general management approach, the case method provides students with the transcendent skills, insights, and self-confidence required to meet the interdisciplinary demands of real business situations.

    HBS faculty work with business leaders at organizations of all sizes around the world to research and write more than 350 new cases each year, updating and refreshing about a third of course content annually to ensure relevance to current and emerging practice.

    Nearly 80 percent of cases used at business schools worldwide are developed by HBS faculty. The School’s commitment to being at the forefront of the current and evolving practice of business has led to education and research programs that reflect the realities of the marketplace.

    Case studies replicate actual business situations and are taught so that students must work together to make difficult decisions under typical management conditions, including a lack of complete information, complex tradeoff situations, and time pressure.

    Research at HBS is firmly grounded in knowledge of business processes—in entrepreneurial companies and established firms as well as nonprofit organizations—and unconstrained by the boundaries of academic disciplines.

    For More details, Check out: http://www.hbs.edu/

    3. Stanford Graduate School of Business
    Stanford University is one of the world’s leading research and teaching institutions. It is located in Palo Alto, California. Stanford Graduate School of Business offers full-time MBA, PhD, and MS degree programs, executive programs for experienced managers, and lifelong learning

    About Stanford Graduate School of Business – Stanford University is one of the world’s leading research and teaching institutions. It is located in Palo Alto, California.

    Stanford Graduate School of Business offers full-time MBA, PhD, and MS degree programs, executive programs for experienced managers, and lifelong learning

    The mission of the Stanford Graduate School of Business is to create ideas that deepen and advance our understanding of management, and with those ideas

    The Stanford Graduate School of Business (also known as Stanford Business School, Stanford GSB, or The GSB) is one of the professional schools of Stanford University, in Stanford, California.

    The Stanford GSB offers a general management Master of Business Administration (MBA) degree, the Sloan Master’s Program (which is a full-time ten-month MS in Management for mid-career executives) and a Ph.D. program, along with a number of joint degrees with other schools at Stanford University including Earth Sciences, Education, Engineering, Law and Medicine. The school is the #1 ranked business school in the United States by U.S. News & World Report.

    In its biennial report “Beyond Grey Pinstripes”, the World Resources Institute and the Aspen Institute identified the Stanford Graduate School of Business as the leader among business schools that are incorporating academic content involving ethics, corporate social responsibility, and environmental sustainability into their curricula and activities. The ranking was based on an extensive survey in which schools were asked to describe cases, research, and course content that address these issues.

    The curriculum is designed to transform students — expanding their ideas, knowledge, and capabilities and preparing them to think, act, and even dream differently than when they arrived. During their first year, MBA students are greeted by a challenging curriculum divided into:

    • Perspectives courses such as Ethics in Management and Strategic Leadership, to give them the broad context of managerial issues
    • Foundations courses to provide the groundwork, such as how to use accounting to understand the performance of a company or how to
      build models and use economic theory to project future outcomes

    In addition to these curricular challenges, we work to help students develop capabilities necessary to lead, to achieve, and to change the world — to help them reach heights they may not have imagined when they arrived.

    We do this in three areas:

    • Critical Analytical Thinking — the ability to construct and recognize solid logical arguments, their underlying assumptions, and their limitations.
    • Personal Leadership — a deep self-awareness of their own strengths, weaknesses, and even identity, coupled with an understanding of myriad influence styles and how best to use them.
    • Innovative Thinking — the ability to think creatively and to develop new solutions to old problems.

    For More details, Check out: http://www.gsb.stanford.edu/
    The above are amongst the 3 best business schools in USA.

  • What is Knowledge Process Outsourcing (KPO)

    KPO or Knowledge Process Outsourcing involves outsourcing of knowledge intensive business processes to other companies or locations.

    Since outsourcing offers several advantages like cost savings, access to skilled resource pool and better quality, many global companies are outsourcing their knowledge based processes.

    KPO and BPO (Business Process Outsourcing) are closely related sectors. The major difference is that BPO is labor intensive and requires low level of expertise, while KPO requires in-depth knowledge in the area that is outsourced. Also, BPOs are more process based while KPOs are knowledge based

    The major areas that are outsourced under KPO
    Knowledge Process Outsourcing (KPO) means information related business task or knowledge-based processes such as research, analysis, consultancy or any other high-level task are outsourced

    The major processes outsourced are:

    • Data Analytics and Insights
    • Designing
    • Web applications
    • Business and market research and analysis
    • Data management
    • Financial and legal services
    • Research and development
    • Medical, pharmaceuticals and biotechnology related services
    • Training
    • Publishing
    • Content development
    • Remote education
    • Accounting, Tax returns
    • Financial services

    The biggest segment is however, data search integration and management which holds 29% of the KPO sector revenue. Next is biotech and

    pharmaceuticals, followed by engineering and design, R&D, education and publishing, and animation.

    Important Advantages of KPO

    • Productivity improvement
    • Optimum utilization of the resources
    • Reduction in cost
    • Improved Human Resource
    • Focus on core business areas
    • Cater to changing customer demands
    • Sophisticated technology at lower cost

    Career scope in KPO
    KPO is creating a huge number of career opportunities for educated and talented professionals including engineers, doctors, lawyers, accountants, designers, teachers, consultants, etc. It is also estimated that the salaries in KPO sector would be 25-50% higher than in other fields.

    KPO companies look for a diverse range of professionals who have a certain level of expertise in some domain. This sector is also great for fresher’s or beginners as it offers better opportunities and salaries to more qualified and experienced candidates.

    If a person is armed with right qualifications, experience, managerial skills, and client interaction skills, then there are endless possibilities of growth in KPO sector. You need in-depth domain knowledge, passion and aptitude for that field of work, and great communication skills, to soar high in this sector.

    Knowledge process outsourcing (KPO) is the outsourcing of core, information-related business activities. KPO involves outsourcing work to individuals that typically have advanced degrees and expertise in a specialized area.

    Companies utilize KPO when they are looking for specialized knowledge and expertise and when they have a shortage of skilled professionals. However, companies that engage in KPO offshore are typically doing so to reduce costs by hiring skilled workers earning lower wages in another location.

    Ideally, companies look to KPO to simultaneously obtain a highly-skilled workforce at a lower cost.

    Knowledge Process Outsourcing (KPO) will continue to grow rapidly as it benefits companies by providing cost-effectiveness, access to the best talent and thereby leading to better utilization of the resources.

  • How to make API using Laravel Passport?

    Laravel is an open-source PHP framework, created by Taylor Otwell and is used for developing web applications.

    API’s are now an important part of web development. An API basically specifies how software modules should interact. It helps developers to link applications to database and for user management, social app integration, push notifications, mobile app development and any other 3 rd party integration

    Laravel passport basically provides an OAuth2 server implementation. OAuth2 provides various standards for API authentication but is complex and is difficult to implement. Laravel passport is native OAuth2 server of laravel apps and is easy to learn and implement.

    What is Laravel Passport?
    In laravel framework there is a built-in Login form. To develop API authentication and for authenticating a User in API, we need a tokens. In general API needs a token for accessing the user or authenticate a users. So Laravel framework comes with a Laravel passport package,
    which provides the full OAuth2 server implementation.

    What does OAuth2 server?
    OAuth2 serve protect your API with access token or allow clients to request new access token and refresh them.

    Some grants supported by OAuth2 server are:

    • Authorization code grant
    • Implicit grant
    • Client credential grant
    • Resource Owner password credential grant
    • Refresh grant

    Installing passport in your application pl. visit laravel documentation and follow the instruction. It is easier to setup in your application – https://laravel.com/docs/7.x/passport

    Make an API using Laravel-Passport:
    APIs typically use tokens to authenticate users and do not maintain session state between requests. A simple example using Laravel passport shows how you can make a Login API and for the API testing using the postman.

    Follow the steps:

    • First setup your project with auth scaffolding and install the passport package in your
      application, visit this link https://laravel.com/docs/7.x/passport.
    • After installing, setup the scaffold simple register the user in your project.
    • Next, create the API routes. Laravel provide the api.php file for creating the api routes just
      like web.php.
    • Then create a controller for this route. Run the command:
    php artisan make:controller Api\apiController

    This command will create an apiController under the API directory in your controller directory. Then open this file and write code for login and return and response data in a format of JSON.

    Now our login API is created. So let’s run the php artisan serve command in your terminal and run the url in the postman. So open postman and paste the url:

    http://127.0.0.1:8000/api/login

    After open the postman then create two parameter fields and put the credential in postman like: email and password.

    Next, after filling the details then click on send button. You will get the token for your client.

    Using this token you can access your API what will you write in your code. This type of authentication is used for authenticate the client.

    As software development continues to become more and more integrated and complex companies will see see the number of API’s usage increase. So it is very important to integrate API’s in all software products.

    In case of any clarifications on developing the API, pl. contact us or write in comments section below.

    Resources:
    Laravel Passport – https://laravel.com/docs/7.x/passport
    Postman – https://www.postman.com/
    OAuth2 – https://oauth.net/2/

  • What is an API?

    API is acronym of “Application programming interface”. API is used for providing communication between software applications. Software Application can be anything like web application, SaaS, MBaaS, mobile app, Cloud service, database connection or notification etc.

    Why API?
    API is used for communication between software applications and can also used for internal use e.g. using API you fetch other server data and use it in your database. You can use the API in various scenarios. Many companies use the API for business applications. For example you can check the flight booking websites where they fetch different flights booking data and inform you the airline, flight details, ticket cost and where seats are
    vacant.

    Let’s understand the API using an example:
    Imagine you are in restaurant and you have menu in your table and you call the waiter and request the order. Second, waiter take request from you and send request to the kitchen. And third, waiter takes response from the kitchen and serves to you.

    So like in the three steps:
     In first case you request some order.
     Second request is sent to the kitchen by waiter.
     And in third you get response from kitchen by waiter.

    So here waiter is playing a role of an API which provides the communication between you and the kitchen and delivered the data. Now technically understand this API as a waiter which “Running back and forth between application, database and devices to deliver data
    and create the connectivity the puts worlds at our fingertips”.

    How API Works:
    API returns the in the format of XML and JSON format. An application program interface (API) is a set of routines, protocols, and tools for building software applications.

    Benefits of API
    a. API is useful if you want some other data functionality in your web app and other software fetches the data.
    b. It makes coding an easier task for developer and using this developer can design a better workflow in less time
    c. Using an API an organization can share the data securely with external developers according to requirement
    d. It allows the sharing of content and can be embedded in any site or application easily.
    e. API provides access to live information
    f. Using API access mobile applications can deliver services and information easily

    Some of the popular API Frameworks are:
    https://api-tools.getlaminas.org/
    http://www.slimframework.com/
    https://docs.laminas.dev/
    https://silex.symfony.com/
    https://lumen.laravel.com/

    Popular usages of API
    Using APIs in your software product or services, you have access to useful technical features such as:

    • User authentication and management
    • Data storage
    • Push notifications
    • Social network integration
    • Business applications
    • Aggregation of data
    • Develop mobile apps
    • Cloud computing
    • Third party computing

    1. Popular Examples of API
    Google Analytics – https://developers.google.com/analytics/devguides/integrate/
    Google Maps – https://cloud.google.com/maps-platform/
    Facebook – https://developers.facebook.com/docs/web/
    Twitter – https://developer.twitter.com/en/docs/twitter-for-websites/overview
    Twillo – https://www.twilio.com/docs
    PayPal – https://developer.paypal.com/docs/api/overview/
    Amazon – https://docs.aws.amazon.com/AmazonS3/latest/API/Welcome.html
    Zapier – https://zapier.com/learn/apis/
    Box – https://developer.box.com/reference/

    Conclusion:
    API’s are now an integral part of software development. Software developers can use them to widely extend the capabilities of a software product. API’s save considerable time and resources as it provides an advanced way to access and manage data.

  • Integrate Google Contacts with CRM

    Gmail is an email service that has improved how people communicate online. Gmail offers a free web-based email service that allows users to access their mail from any device. Gmail contacts helps you stay connected with your contacts no matter where you are or what device you are using. You can access all of your existing contacts on any device through your Google account.

    The Google contacts integration with CRM allows you to keep their CRM database up-to-date by syncing CRM contacts and leads from Google Contacts.

    Import your Google contacts into CRM Software as Leads or contacts using the following process in admin and user panel respectively.

    a. Admin Panel

    To add the google contacts feature into a crm, admin has to add the google contact API json file. It is the main key factor to access integrating the google contacts
    Without having the google contact json file the integration will not work for users.

    How to Generate Google Contact/People JSON API?

    1. First, Get a Google Account. To create project in a Google API you need first a Google account for it. So first get your first google account.

    2. Create a Project, Next, after creating a project go to google console and register your app. To get started using People API, you need to first use the setup tool, which guides you through creating a project in the Google API Console, enabling the API, and creating credentials.
    Next, setup and fill up the form and register your account.
    Next, after submitting the OAuth consent screen, Enable the API’s and services.
    Next, search Google People and select that and Enable that API.

    3. Set up your app, after registering the app of OAuth client next create a credentials for it. Click on credentials menu and click on create credentials and then select the OAuth client.
    Next Fill the form and select the OAuth for web application. And fill the javascript origins and the redirects url.
    In our crm we have redirect url so just put on it and submit the form.
    Next, after submitting then you will get your Json API file, download it and upload it on crm app.
    Now you have successfully created the google people api and downloaded the JSON file. So Go to crm app and under the directory storage/g-auth/credentials.

    Note: if there is no g-auth directory inside the storage then create and upload your json api file.

    b. User Panel

    Follow the below steps to integrate google contacts in crm.
    1. First log in crm, then go contact menu.
    2. Next, click on the import button under the contact.
    3. Next, click on the sync google contact button and add your account.
    4. Next, after authorizing the google account your contact will be synchronized in crm contact.

    Using the above method you can import your Google contacts into the CRM Software.
    We provide CRM Software design and development services. In case you want to setup a Google Gmail integrated CRM, pl. contact us for more information.