.. contents:: local

Introduction
-------------

*mfabrik.plonezohointegration* provide tools to integrate Plone CMS with `Zoho <http://www.zoho.com>`_ 
web applications and their data.

The main feature of this add-on product is a new contact form, available as standalone and a portlet,
which will directly deliver contacts to Zoho CRM where your sales representatives can pick them
up and handle according to their workflow.

Features
--------

* Control panel to set Zoho username, password and API key required for integration communication

* Contact form integration with Zoho CRM. All contacts are automatically converted to Zoho leads.
  The sales person of your organization can screen contact submissions in Zoho CRM 
  and dial/email to persons interested in your products. 

The features are done using `mfabrik.zoho library for Python <http://github.com/miohtama/mfabrik.zoho>`_.

Installation
-------------

Add the following to your buildout.cfg::

        eggs =
                ...
                mfabrik.plonezohointegration
                
Rerun buildout.

Restart Plone.

Go to Plone Site Setup.

Run add-on installer for *Zoho CRM integration*.

Add your Zoho credentials in *Zoho settings* under *Site Setup*.

.. note:: 

        As the writing of this, plone.app.z3cform trunk version (0.5.0+)
        is needed to make this add-on fully functional. 

Plone 3 and beta components
============================

This add-on product uses software components which are not yet officially deployed
for Plone 3 (and maybe never will) like plone.app.registry. To make these components
work correctly you probably need to use "good-py version pindowns" in your
buildout.cfg.

For more information, see

* http://plone.org/products/dexterity/documentation/manual/developer-manual/pre-requisites/buildout-configuration

Contact Us portlets and forms
==============================

Contact Us form will be available in URL http://yoursite.com/@@zoho-contact-form

The form is also available as a portlet *Zoho Contact Form*. We suggest 
that you add this portlet as a content-type portlet on all of your
*Pages* and *Folders*.

You can add some fixed field values to all leads generated through the web site
in Zoho settings.

Portlet CSS
===========

You might want add the following to your site theming to hide form fields descriptions
on the portlet form::

        .portletZohoCRMContact .formHelp {
           display: none;
        } 
        
Migration instructions from older versions
==========================================

Rerun add-on installer. Before neither control panel nor contact form works.

If you cannot access site setup link then go to Zope Management Interface and portal_quickinstaller. 

Roadmap
--------

More dynamic fields will be included - e.g. how to push URL, browser, language, etc.
data to CRM.

Commercial development
-----------------------

This package is licensed under open source GPL license. 
If you are looking for high quality Zoho/Python support, please contact
`mFabrik Research <http://mfabrik.com>`_.
Our top class Python developers are ready to help you with your software development.

Author and contributors
-------------------------

`mFabrik Research Oy - Python and Plone professionals for hire <http://mfabrik.com>`_ 

* `Web and Mobile CMS for Plone <http://webandmobile.mfabrik.com>`_ 

* Jean-Michel FRANCOIS       

