Jeremy Nagel: Integrating NiftyQuoter with Zoho CRM

NiftyQuoter is an awesome tool for creating beautiful looking sales proposals/quotes. It has some out of the box integration with Zoho CRM but it's pretty rubbish to be honest:P You have to click on "Refresh contacts from Zoho" each time you want to do a sync and then wait 10-30 seconds for the sync to happen. What salesperson has time for that?

A better flow would be to click on a link in Zoho CRM and automatically load up a proposal in NiftyQuoter with the client's details pre-loaded.

I've written some code to allow that. Just upload the below HTML file to your server and set up Zoho CRM links accordingly. Here's a screencast showing it in action.

If you need any help implementing this, drop me a line at info@nuanced.it

Make sure you change the API details at the start of the code.

 <html>  
 <head>  
 <script type="text/javascript" src="http://ajax.googleapis.com/ajax/libs/jquery/2.1.1/jquery.min.js"></script>  
 </head>  
 <body>  
 Adding proposal to NiftyQuoter...You'll be redirected to the new proposal in 15 seconds or less  
 <script type="text/javascript">  
 //CHANGE THIS  
 //needed for API  
 var nifty_API_key = "CHANGE";  
 var nifty_account_email = "CHANGE";  
 /**  
 * Reads URL parameters into array for easy access  
 * Courtesy Quentin: http://stackoverflow.com/a/979995  
 */  
 var QueryString = function () {  
  // This function is anonymous, is executed immediately and   
  // the return value is assigned to QueryString!  
  var query_string = {};  
  var query = window.location.search.substring(1);  
  var vars = query.split("&");  
  for (var i=0;i<vars.length;i++) {  
   var pair = vars[i].split("=");  
   // If first entry with this name  
   if (typeof query_string[pair[0]] === "undefined") {  
    query_string[pair[0]] = decodeURIComponent(pair[1]);  
        // If second entry with this name  
   } else if (typeof query_string[pair[0]] === "string") {  
    var arr = [ query_string[pair[0]], pair[1] ];  
    query_string[pair[0]] = arr;  
        // If third or later entry with this name  
   } else {  
    query_string[pair[0]].push(decodeURIComponent(pair[1]));  
   }  
  }   
   return query_string;  
 } ();  
 //get URL parameters  
 //example URL: http://www.nuancedi.wwwss10.a2hosted.com/client_jobs/mesh_direct/add_niftyquoter_proposal.html?client_first_name=testing%204&client_last_name=testing%204&client_company_name=Testing%20company&client_email=test%40testing.it  
 console.log(QueryString);  
 var client_first_name = QueryString.client_first_name;  
 var client_last_name = QueryString.client_last_name;  
 var client_company_name = QueryString.client_company_name;  
 var client_email = QueryString.client_email;  
 if (client_first_name == "" || client_first_name === "undefined")  
   alert("Please supply the client's first name" + client_first_name);  
 else if (client_last_name == "" || client_last_name === "undefined")  
   alert("Please supply the client's last name");  
 else if (client_company_name == "" || client_company_name === "undefined" )  
   alert("Please make sure you fill out the Company name in Zoho");  
 else if (client_email == "" || client_email === "undefined")  
   alert("Please make sure you fill out the client's email address in Zoho");  
 else{  
      add_proposal();  
 }  
 /**  
 * Adds a new proposal to Nifty Quoter with the client's name pre-filled in the proposal name. E.g. Proposal for <client name>  
 **/  
 function add_proposal(){  
      var proposal_id = 0;  
      $.ajax({  
         url: 'https://api.niftyquoter.com/api/v1/proposals?key=' + nifty_API_key + '&email=' + nifty_account_email,  
         type: 'POST',  
         data: {proposal: {name: 'Proposal for ' + client_company_name}},  
         success: function(result) {  
           console.log("add proposal");  
           console.log(result);  
           proposal_id = result.proposal.id;  
           add_client(proposal_id);  
         },  
         error: function(result) {  
          alert('error');  
         }  
        });  
 }  
 /**  
 * Adds a new client to Nifty Quoter with the details from Zoho (supplied in URL parameters)  
 **/  
 function add_client(proposal_id){  
      var added_client_id = 0;  
      //add client  
      $.ajax({  
         url: 'https://api.niftyquoter.com/api/v1/clients?key=' + nifty_API_key + '&email=' + nifty_account_email,  
         type: 'POST',  
         data: {client: {first_name: client_first_name, last_name: client_last_name, email: client_email, company_name: client_company_name}},  
         success: function(result) {  
           added_client_id = result.client.id;  
           add_client_to_proposal(added_client_id, proposal_id);  
         },  
         error: function(result) {  
          alert('error');  
         }  
        });  
 }  
 /**  
 * Adds the client to the proposal  
 * @param added_client_id The ID of the client in Nifty that we added via add_client()  
 * @param proposal_id The ID of the proposal in Nifty that we added via add_proposal()  
 **/  
 function add_client_to_proposal(added_client_id, proposal_id){       
      var proposal_url = 'https://api.niftyquoter.com/api/v1/proposals/' + proposal_id + '/contacts?key=' + nifty_API_key + '&email=' + nifty_account_email;  
      var payload = {contact: {client_id: added_client_id}};   
      $.ajax({  
         url: proposal_url,  
         type: 'POST',  
         data: payload,  
         success: function(result) {  
           console.log(result);  
          window.location.href = "http://mesh-direct.niftyquoter.com/proposals/" + proposal_id + "/edit";  
         },  
         error: function(result) {  
          console.log(result);  
           console.log(payload);  
         }  
        });  
 }  
 </script>  
 </body>  
 </html>