Adding Buyers to SalesOptima CRM Account

Overview

This article will teach you how to integrate FastSpring with SalesOptima's CRM service, whose cloud-based platform enables you to organize, manage, and nurture your customer contacts. You must have your own account with SalesOptima.

Setup Process

Go to SpringBoard's Store Home » Notify. Click Add next to Custom Notifications.

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Choose Order Completed as the Event Type, which will generate a single notification for the entire order. Select HTTP URL as the Destination. Enter in the SalesOptima's Live Server URL:

https://post.salesoptima.com/wcmpost.aspx

Click Next. You can enter in an optional Name of the notification rule for management purposes. Click on the HTTP Parameters tab.

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In the HTTP Parameters tab, make the following changes to the Parameter Names:

Parameter Name

txtCity

txtCountry

txtZip

txtState

txtAdd1

txtAdd2

txtCompanyName

txtEmail

txtFirstName

txtLastName

txtPhone

txtNote1

txtNote2

txtNote3

txtNote4

txtNote5

txtNote6

txtNote7

Parameter Value

#{order.address.city}

#{order.address.country}

#{order.address.postalCode}

#{order.address.region}

#{order.address.address1}

#{order.address.address2}

#{order.customer.companyName}

#{order.customer.email}

#{order.customer.firstName}

#{order.customer.lastName}

#{order.customer.phone}

#{order.discountTotalUSD.value}

#{order.isTest}

#{order.allProductNames.list}

#{order.id}

#{order.referrer}

#{order.shippingTotalUSD.value}

#{order.subTotalUSD.value}

Next click Add Parameter. A new parameter will appear, as shown below.

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Change the Name to LinkCode and replace the Value with the string you received from SalesOptima, as shown below.

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Repeat the process of clicking Add Parameter and changing the Name and Value, respectively, until you have done so for the following seven parameters below. 

Name

txtNote1Title

txtNote2Title

txtNote3Title

txtNote4Title

txtNote5Title

txtNote6Title

txtNote7Title

Value

Discount Total

Is Test

Product Names

Reference

Referrer

Shipping Total

Sub Total

Click Save and move to Active Status.

We're Here to Help

If you need assistance with integrating with SalesOptima, please open a support ticket.

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