Microsoft Forms Connector – Creatio

Problem Statement

A webpage created externally and linked to the Lead object of Creatio CRM to capture the response submitted in the webform and mapped it to the corresponding object (say, Lead) to create a record that involves writing code from creating a web form and integrating it to Creatio Lead object which is a time-consuming process.

Solution

Microsoft Forms connector was created which enables the organization sales team to capture the lead in a seamless mechanism and nurture to achieve a sale which also enhances the sales growth of an organization. Microsoft Forms connector utilize Microsoft Forms to create a customize lead capture form in minutes and consume Power Automate to automatically capture the form response submitted by the user which is then inserted as a record in an object of Creatio CRM site.

In this blog, learn the guidelines about implementing the Microsoft Forms Connector.

Setup Guide for Connector

Visit the Marketplace for the Setup instruction <Marketplace Microsoft-forms-connector-creatio>.
We will provide you with the Microsoft Forms Connector for Creatio as a packaged solution.

Microsoft Forms Connector – Creatio

Pre-requisite: Kindly register with Microsoft with a valid account (Setup a valid Microsoft Account) to create a Microsoft Forms and Microsoft cloud automated flow.

After the successful Microsoft account creation, Open the Power Automate of Microsoft (flow.microsoft.com) and select the solutions menu listed in the left panel of the window. Kindly proceed to click on the Import option at the top and select browse to choose the Zip package provided by AgilizTech. Click on the Next button and you will see an import button. Kindly click on import to install the custom created Microsoft Forms connector into your Microsoft environment.

Figure 1:

After the successful implementation, you will see a new solution named Creatio Solution added to the list as depicted in Figure 2 below.

Figure 2:

Setup for Microsoft Automated Cloud flow procedure

Create a Microsoft Form with the Microsoft that was created earlier. A Microsoft form can be created based on the custom business need with any of the below fields.

  1. Text (Paragraph)
  2. Text (Line)
  3. Date/Time
  4. Number
  5. Email
  6. Drop-down List

Share the Microsoft Form URL (Shorten the URL if needed) after finding the target audience and it can be shared Via e-mail and social networks also.

Figure 3:

Setup of the Landing page in Creatio CRM site

Now, create a Landing page in Creatio CRM Site which acts as a medium to allow the Microsoft Forms response to insert as a record into the Lead object.
Go to Landing Pages and Web Forms section in Creatio (available in Marketing & Service workspace) and click on New, then select Lead registration form from the drop-down. Provide the Name*
for the new landing page and set the Website domains* as https://flow.miocrosoft.com since the request is sent from Microsoft flow to Creatio CRM (in consideration of authentication).

Figure 4:

Setup of Automated Cloud flow to capture a Lead into Creatio

We will create a Microsoft flow like Business Process in Creatio with its own features. Open the Power Automate and select My flows from the available menu in the left panel. Click on New flow and select Automated cloud flow from the dropdown. Set a name for your flow and set choose your flow’s trigger value* as when a new response is submitted. This helps to trigger the Microsoft flow when a Microsoft Form is submitted.

1.Select the formId value as the form name that got created (all the forms will be displayed in the displayed in dropdown select the required form name).

2.Click on Next Step to create a new step as adding a new element in Creatio BP. Select Microsoft Forms and select Actions, then choose Get Response details, then set Response Id field value as Response Id which is used to collect the values from the submitted form.

3.Click on the next step, select the custom tab in the newly added step and select Creatio connector.

Figure 5:

Set the instance name and formid values. Both these values are obtained from the Creatio CRM site.

*Instance_name – You Creatio CRM Site (agiliztechwww.agiliztech.creatio.com)

Formid – Your Landing page record id. (It is found inside the landing page record created in Figure 4). Now, bind the form response to the Fields of the Creatio Object and click on save.

Figure 6:

NOTE: The Creatio object field name should be provided in formFieldsData name and dynamic response is given to corresponding formFieldsData value to map the field values of Microsoft forms to the field of Creatio object.

After the successful setup, when your Microsoft Form is submitted, the automated flow gets triggered which has Creatio connector (holds Target site name & Landing Page) is executed and a record is inserted into Lead object.

Figure 7:

Figure 8:

Privilege of Microsoft Forms Connector

This Microsoft Forms connector helps in reducing the amount of time required to develop the code to build the webpage and minimize the amount of time required to integrate the webform response to the Creatio CRM site Lead object. This Connector acts as a single stop solution to create a lead with less investment of time, results in capturing more lead and enhance sales.

AgilizTech, a trusted partner for Creatio does customization for them. To know more on how we do customization for a business as per their requirements visit our AgilizTech – Creatio blog

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Top 8 tips to master cloud migration

With the constant and rapid changes happening in industries, organizations need to adapt quickly to the changes, be flexible to customer demands, and continuously stay ahead of the competition.

Most of the organizations are considering modernizing critical applications by migrating to the cloud. Every product that comes to the market today assures speed, efficiency and cost savings, and so it becomes imperative for businesses to cope up with this to stay ahead in the competition. Introducing the new system to your existing one needs to have practical considerations like moving the critical data from one system to another, looking to improve in-house skills, etc. This white paper Eight tips for mastering migration explains in detail how successfully an organization can migrate to the cloud.

A successful migration is the outcome of a well-defined approach that streamlines and accelerates the cloud migration journey. Various cloud providers are offering open-source, cloud-based, and automated tools and services.

Using solutions like Carbonite allows you to easily migrate physical, virtual, and cloud workloads to and from any environment with minimal risk and near-zero downtime. It helps in protecting personal and business data from common forms of data loss.

This post summarizes the eight tips on mastering the cloud migration process mentioned in the above white paper.

  • Analysing Cost of Downtime–

Any kind of downtime leads to significant costs with far-reaching impact on the business. Evaluating the cost of downtime depends on various factors.  Most of the businesses fail to do this even after experiencing it. A business needs to consider the cost of the problem before considering how much the fix is going to cost.

  • Use the right migration tool –

Migration tools used by most of the public service providers are often platform-dependent, engineered for one type of migration scenario only. A good migration tool offers flexibility and durability for mission-critical systems and data subject to regulatory compliance.

  • Outline your migration process –

Planning is a crucial part of migrating to the cloud. Though you have a well-defined plan for the pre-migration process, still you may fail in the migration process due to an improper post-migration plan.

  • Organize your workloads –

With a huge number of workloads, migration may become difficult. Depending on the size of the project, it is important to organize the workloads into groups based on the criticality, difficulty, performance, and more.

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Testing is very important for successful migration as it helps in assessing the success and failure of the operations.

  • Hire the right service provider –

An expert service provider can help in meeting your migration needs, minimize risks of migration failures, and help in reducing the costs.

  • Long term vision –

Have a long term goal while planning for your migration journey. Invest in tools and methodologies that can help in the present as well as future projects.

  • Utilize the migration to the maximum –

While considering migration for your business, assess your business continuity plans. See to it that the migration provides optimal coverage of new as well as old systems.

These tips can help your organization to avoid the common problems and migrate successfully to the cloud. AgilizTech cloud experts can offer expert consultation and create a roadmap for all your cloud migration requirements.