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I integrated compulife directly into sugarcrm last night. If you are a sugarcrm user, this is done by using the studio, taking the fields tool, making a iframe field, then parsing the data into the iframe using the build url tool. It's somewhat complicated because you are limited in sugarcrm to 255 characters in the iframe field, so you do have to make variables with single letter names etc in order to parse the data across. I imagine it's what coders felt like back in the 1980s when DOS had the max 640k memory to work with.
Cool part is, if your lead was posted into your system with the required data to quote it, you don't have to type anything. You just click the quote button. No chance of typos, no time wasted, etc.
Trying to find a health quoter that will be capable of doing the same thing, but I don't think any of them want me to, since they do try to offer their own CRMs.
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