Drupal

Manifesto: Grow as a Drupal developer: deep dive into a bug

Planet Drupal - 3 September 2018 - 6:20am

There are moments in your life as a developer when you ask yourself if you are good and how you can improve. And then you may decide to learn a new library, or new tools, or read a tech book or a few articles. Still, you don’t know if that’s the right approach. For me. Continue reading...

The post Grow as a Drupal developer: deep dive into a bug appeared first on Manifesto.

Categories: Drupal

Kristof De Jaeger: Exclude entities which have a redirect from the search api index

Planet Drupal - 3 September 2018 - 5:27am

For a custom project, we use a taxonomy to tag nodes. Some terms have their own page, while others redirect to a node. The search on the site has one index which contains both nodes and terms, but the terms which are redirecting shouldn't show up when viewing a search results page. While it's possible to use hook_search_api_index_items_alter(), a nicer way to exclude them is by using a processor plugin so you can enable them in the UI per index. The relevant code is underneath. Adjust to your own likings - and maybe inject the service if you want to as well :)

<?php
namespace Drupal\project\Plugin\search_api\processor;

use Drupal\search_api\IndexInterface;
use Drupal\search_api\Processor\ProcessorPluginBase;

/**
 * Excludes entities which have a redirect.
 *
 * @SearchApiProcessor(
 *   id = "entity_redirect",
 *   label = @Translation("Entity redirect"),
 *   description = @Translation("Exclude entities which have a redirect from being indexed."),
 *   stages = {
 *     "alter_items" = 0,
 *   },
 * )
 */
class EntityRedirect extends ProcessorPluginBase {

  /**
   * {@inheritdoc}
   */
  public static function supportsIndex(IndexInterface $index) {
    foreach ($index->getDatasources() as $datasource) {
      $entity_type_id = $datasource->getEntityTypeId();
      if (!$entity_type_id) {
        continue;
      }
      if ($entity_type_id === 'node' || $entity_type_id == 'taxonomy_term') {
        return TRUE;
      }
    }
    return FALSE;
  }

  /**
   * {@inheritdoc}
   */
  public function alterIndexedItems(array &$items) {
    $repository = \Drupal::service('redirect.repository');
    $pathAliasmanager = \Drupal::service('path.alias_manager');
    /** @var \Drupal\search_api\Item\ItemInterface $item */
    foreach ($items as $item_id => $item) {
      $object = $item->getOriginalObject()->getValue();
      try {
        $path = $object->toUrl()->toString();
        $path = $pathAliasmanager->getPathByAlias($path);
        $path = ltrim($path, '/');
        $redirect = $repository->findMatchingRedirect($path);
        if (!empty($redirect)) {
          unset($items[$item_id]);
        }
      }
      catch (\Exception $ignored) {}
    }
  }

}
?>
Categories: Drupal

Geo Timezone

New Drupal Modules - 3 September 2018 - 4:23am

API that determines the timezone based on geo location (longitude/latitude). Using geotimezone_query($latitude, $longitude, $format); that returns timezone name or offset or both (depends on $format value). E.g.

geotimezone_query('14.5995', '120.9842');

... will return:

Categories: Drupal

Content Planner

New Drupal Modules - 3 September 2018 - 2:59am

Drupal Content Planner is a fully featured content management and planning toolkit for your Drupal 8 site.

Features include:
  • Configurable dashboard for your editorial team
  • A content calendar with drag & drop and quick add feature
  • A content kanban board/todolist for editors
  • Easy to install
  • Completely open source
  • Extensible using Dashboard Widget Plugin
Screenshots

Categories: Drupal

CTI Digital: Postcode Lookup Contribution

Planet Drupal - 3 September 2018 - 2:54am

...And the story of how two unlikely organisations drove innovation in the Drupal Platform.

While delivering continual support for the Avanti Gas Drupal website, we wanted to implement a Postcode Lookup feature, with auto-complete functionality. Existing solutions were either too basic or needlessly expensive, but we couldn’t justify building a new solution from scratch. As luck would have, I discovered at our weekly Drupal 8 meeting that my colleagues working on The Wildlife Trusts’ sites required autocomplete capabilities for the address lookup on the trust’s donations page.

Categories: Drupal

Gitlab Time Tracker

New Drupal Modules - 2 September 2018 - 12:38pm

This module fetches and parses specially created comments from a Gitlab installation and extracts time tracking information from this.
Thanks to that, we can track work time spent on different tickets managed by Gitlab.

The goal of this module is to improve general time tracking in Gitlab CE, as it's far from being perfect.

Categories: Drupal

Drupal Europe: Only one week to go till the biggest Drupal event in Europe!

Planet Drupal - 2 September 2018 - 8:50am

Over not more then 8 days it is finally there, Drupal Europe will be happening from 10 till 14 September in Darmstadt, Germany. We like to inform, you as active and committed Drupal professional with an update about the organization of this international event.

How it started in the community keynote photo by Amazee Labs

Last summer a lot of volunteers worked really hard to make the event happen. There was a search for sponsors, the session were reviewed, selected and all nicely planned in the big schedule.

The biggest draw of Drupal Europe is the inspiration and knowledge you can get in the 188 (!) sessions, keynotes and workshops. Drupal Europe is an unique possibility to meet your (international) colleagues again and talk about what drives, connect and challenges our community. There is only one open source community where “you come for the code and stay for the community” is so deeply rooted.

Already interested in the line-up? Come and have a look at the diverse and interesting program.

Besides the sessies and BOF’s we also plan our other traditional successful activities. On Wednesday evening we organise the exiting Trivia Night where you can win eternal fame with your team.

On Monday and Friday you can attend the mentored sprints and contribute with your knowledge and skills to the Drupal software.

New this year at Drupal Europe is the first international Splash Awards! All golden and silver winners from Europe will compete for the best European Drupal-website, so it is going to be exiting.

All together we think there are plenty of reasons why you should come to Darmstadt and participate at Drupal Europe.

Therefore we now offer you the last opportunity to buy your ticket during the Flash sale that will end on September 3rd. Use this voucher code while buying your ticket and you are guaranteed of the best price: FLS-LPNLGS5DS84E4

After September 3rd the price will go up.

So, get ready for Drupal Europe, book your overnights and have a safe trip getting there.

See you all in Darmstadt!

Image Darmstadium venue in Darmstadt, Germany
Categories: Drupal

Facets View Mode

New Drupal Modules - 1 September 2018 - 11:45pm

Facets module does not provide out-of-the-box render facet with view mode. If you want to render facet item like taxonomy term, the node with view mode you can use this module. Here are steps to configure the module

1- Enable this module.
2- Go to facet list page admin/config/search/facets.
3- Edit your facet admin/config/search/facets//edit
4- You will see "Facet view mode" in *FACET SETTINGS* section.
5- Click the checkbox and you will see display mode select box.

Categories: Drupal

Pluggable

New Drupal Modules - 1 September 2018 - 9:39pm

It's a set of classes to make adding custom "plugin" fields as easier as possible.
It started as decoupling from Commerce.
Minimally maintained, but we're open for your ideas for further development.

Categories: Drupal

Micro Path

New Drupal Modules - 1 September 2018 - 3:08pm

Manage path alias per micro sites

Categories: Drupal

Responsive Views Grid

New Drupal Modules - 1 September 2018 - 12:39pm

The module will provide a responsive grid view formatter to display items in a responsive grid.

Categories: Drupal

Dynamic Menu Item

New Drupal Modules - 1 September 2018 - 9:38am

Creates dynamic menu item with ability to attach nodes.

Categories: Drupal

Drupal Association blog: Farewell Megan, but not goodbye

Planet Drupal - 31 August 2018 - 4:39pm

This blog has been re-posted and edited with permission from Dries Buytaert's blog. Please leave your comments on the original post.

As you might have read on the Drupal Association blog, Megan Sanicki, the Executive Director of the Drupal Association, has decided to move on.

Megan has been part of the Drupal Association for almost 8 years. She began as our very first employee responsible for DrupalCon Chicago sponsorship sales in 2011, and progressed to be our Executive Director, in charge of the Drupal Association.

It's easy to forget how far we've come in those years. When Megan started, the Drupal Association had little to no funding. During her tenure, the Drupal Association grew from one full-time employee to the 17 full-time employees, and from $1.8 million in annual revenues to $4 million today. We have matured into a nonprofit that can support and promote the mission of the Drupal project.

Megan led the way. She helped grow, mature and professionalize every aspect of the Drupal Association. The last two years in her role as Executive Director she was the glue for our staff and the driving force for expanding the Drupal Association's reach and impact. She understood how important it is to diversify the community, and include more stakeholders such as content creators, marketers, and commercial organizations.

I'm very grateful for all of this and more, including the many less visible contributions that it takes to make a global organization run each day, respond to challenges, and, ultimately, to thrive. Her work impacted everyone involved with Drupal.

It's sad to see Megan go, both professionally and personally. I enjoyed working with Megan from our weekly calls, to our strategy sessions as well as our email and text messages about the latest industry developments, fun stories taking place in our community, and even the occasional frustration. Open source stewardship can be hard and I'm glad we could lean on each other. I'll miss our collaboration and her support but I also understand it is time for Megan to move on. I'm excited to see her continue her open source adventure at Google.

It will be hard to fill Megan's shoes, but we have a really great story to tell. The Drupal community and the Drupal Association are doing well. Drupal continues to be a role model in the Open Source world and impacts millions of people around the world. I'm confident we can find excellent candidates.

Megan's last day is September 21st. We have activated our succession plan: putting in place a transition team and readying for a formal search for a new Executive Director. An important part of this plan is naming Tim Lehnen Interim Executive Director, elevating him from Director, Engineering. I'm committed to find a new Executive Director who can take the Drupal Association to the next level. With the help of Tim and the staff, our volunteers, sponsors and the Board of Directors, the Drupal Association is in good hands.

Categories: Drupal

DrupalCon News: DrupalCon 2019

Planet Drupal - 31 August 2018 - 1:55pm
Categories: Drupal

Dries Buytaert: Farewell Megan, but not goodbye

Planet Drupal - 31 August 2018 - 1:07pm

As you might have read on the Drupal Association blog, Megan Sanicki, the Executive Director of the Drupal Association, has decided to move on.

Megan has been part of the Drupal Association for almost 8 years. She began as our very first employee responsible for DrupalCon Chicago sponsorship sales in 2011, and progressed to be our Executive Director, in charge of the Drupal Association.

It's easy to forget how far we've come in those years. When Megan started, the Drupal Association had little to no funding. During her tenure, the Drupal Association grew from one full-time employee to the 17 full-time employees, and from $1.8 million in annual revenues to $4 million today. We have matured into a nonprofit that can support and promote the mission of the Drupal project.

Megan led the way. She helped grow, mature and professionalize every aspect of the Drupal Association. The last two years in her role as Executive Director she was the glue for our staff and the driving force for expanding the Drupal Association's reach and impact. She understood how important it is to diversify the community, and include more stakeholders such as content creators, marketers, and commercial organizations.

I'm very grateful for all of this and more, including the many less visible contributions that it takes to make a global organization run each day, respond to challenges, and, ultimately, to thrive. Her work impacted everyone involved with Drupal.

It's sad to see Megan go, both professionally and personally. I enjoyed working with Megan from our weekly calls, to our strategy sessions as well as our email and text messages about the latest industry developments, fun stories taking place in our community, and even the occasional frustration. Open source stewardship can be hard and I'm glad we could lean on each other. I'll miss our collaboration and her support but I also understand it is time for Megan to move on. I'm excited to see her continue her open source adventure at Google.

It will be hard to fill Megan's shoes, but we have a really great story to tell. The Drupal community and the Drupal Association are doing well. Drupal continues to be a role model in the Open Source world and impacts millions of people around the world. I'm confident we can find excellent candidates.

Megan's last day is September 21st. We have activated our succession plan: putting in place a transition team and readying for a formal search for a new Executive Director. An important part of this plan is naming Tim Lehnen Interim Executive Director, elevating him from Director, Engineering. I'm committed to find a new Executive Director who can take the Drupal Association to the next level. With the help of Tim and the staff, our volunteers, sponsors and the Board of Directors, the Drupal Association is in good hands.

Categories: Drupal

Farewell Megan, but not goodbye

Dries Buytaert - 31 August 2018 - 1:07pm

As you might have read on the Drupal Association blog, Megan Sanicki, the Executive Director of the Drupal Association, has decided to move on.

Megan has been part of the Drupal Association for almost 8 years. She began as our very first employee responsible for DrupalCon Chicago sponsorship sales in 2011, and progressed to be our Executive Director, in charge of the Drupal Association.

It's easy to forget how far we've come in those years. When Megan started, the Drupal Association had little to no funding. During her tenure, the Drupal Association grew from one full-time employee to the 17 full-time employees, and from $1.8 million in annual revenues to $4 million today. We have matured into a nonprofit that can support and promote the mission of the Drupal project.

Megan led the way. She helped grow, mature and professionalize every aspect of the Drupal Association. The last two years in her role as Executive Director she was the glue for our staff and the driving force for expanding the Drupal Association's reach and impact. She understood how important it is to diversify the community, and include more stakeholders such as content creators, marketers, and commercial organizations.

I'm very grateful for all of this and more, including the many less visible contributions that it takes to make a global organization run each day, respond to challenges, and, ultimately, to thrive. Her work impacted everyone involved with Drupal.

It's sad to see Megan go, both professionally and personally. I enjoyed working with Megan from our weekly calls, to our strategy sessions as well as our email and text messages about the latest industry developments, fun stories taking place in our community, and even the occasional frustration. Open source stewardship can be hard and I'm glad we could lean on each other. I'll miss our collaboration and her support but I also understand it is time for Megan to move on. I'm excited to see her continue her open source adventure at Google.

It will be hard to fill Megan's shoes, but we have a really great story to tell. The Drupal community and the Drupal Association are doing well. Drupal continues to be a role model in the Open Source world and impacts millions of people around the world. I'm confident we can find excellent candidates.

Megan's last day is September 21st. We have activated our succession plan: putting in place a transition team and readying for a formal search for a new Executive Director. An important part of this plan is naming Tim Lehnen Interim Executive Director, elevating him from Director, Engineering. I'm committed to find a new Executive Director who can take the Drupal Association to the next level. With the help of Tim and the staff, our volunteers, sponsors and the Board of Directors, the Drupal Association is in good hands.

Categories: Drupal

OpenSense Labs: Decoupled Drupal: A Marketer’s Paradise

Planet Drupal - 31 August 2018 - 9:33am
Decoupled Drupal: A Marketer’s Paradise Shankar Fri, 08/31/2018 - 22:03

Travel down the memory lane and think of your favourite restaurant you used to visit often. You might cherish the memories of sheer brilliance in the ambience as you walked in but never had to venture out to the back of the restaurant. The back of the restaurant houses items accessible to people working there and the main hall is for customers to experience the services. Decoupled Drupal almost has a similar paradigm. Well, almost!


With Decoupled Drupal, a website visitor won’t be involved in a direct interaction with Drupal just like customers do not interact with the people working in the back of the restaurant. The visitor will see pages built using Javascript frameworks with Drupal as the content store. 

How can such an arrangement be remarkable for the marketers’ efforts to make innovative marketing strategies and witness resounding business growth?

Diving Deeper

You may call it headless, decoupled, web services or API-first but for a marketer, understanding such terminologies can prove to be testing times. So, first and foremost, how different are traditional CMS, headless CMS and decoupled CMS from each other?

Source: Acquia
  • Traditional CMS: In a traditional CMS, content creation can be done by the users through an editor which could be stored in a database (the backend). This content is then served to a frontend rendering layer which is firmly coupled to the backend.
  • Headless CMS: In a headless CMS, content creation can be done by the users through an editor which can be stored in a standalone database frontend by APIs. This content is retrieved by a completely separate frontend rendering layer through those APIs.
  • Decoupled CMS: A decoupled approach of content management is a blend of traditional and headless CMS. Content creation can be done by the users through an editor which can be stored in a database. This content can be served flexibly either through the existing frontend rendering layer or retrieved by a completely separate frontend rendering layer via APIs.
A decoupled approach of content management is a blend of traditional and headless CMS.

Therefore, in a decoupled architecture, the content is exposed to another frontend system by the Drupal backend such as native mobile applications, digital signage, conversational UIs or applications developed using JavaScript.

So, that’s about the basic difference between the traditional approach and the decoupled approach of content management systems. What does decoupled Drupal do to a marketer’s strategy and how is it beneficial for them?

Capabilities of Decoupled Drupal

The things that decoupled Drupal is able to accomplish can prove to be a harbinger of a new era of successful business with its astonishing capabilities.

Multi-platform capabilities

A large business enterprise with a presence of an awful lot of digital properties to govern and update can benefit to a mammoth extent with decoupled Drupal as a backend. Being a content repository, decoupled CMS enables you to serve dynamic content to a plethora of places ranging from mobile apps and voice tech platforms to IoT devices and futuristic technologies down the road.

Awesome frontend experience

Traditional Drupal architectures have some design circumscription that can forbid designers and frontend developers from delivering a modern design system that could offer a spectacular user experience.
 
Facilitation of usage of external design systems can be enabled by decoupled Drupal. In such an architecture, Drupal is solely doled out to compiling data, passing that on to an external design system and giving control of the markup to that system. This makes sure that your content will present daintily across platforms.

Marketing agility

It’s a strenuous task for the marketers to update and redesign digital properties rapidly keeping in mind the ever-evolving customer expectations. In addition to this, there is an astronomical investment of quality time and resources across design, development and marketing departments.

Customer experience is evolving at a blistering pace!

Traditional Drupal architecture could take ample amount of time to make updates and redesigns. This is because modification has to be performed at both the backend and the frontend leading to the dependence of marketers on both the developers and designers for the completion of the project.
 
By the time you would bring together your development team, zero-in on design, and finally agree on the way forward, proposed changes would already look outmoded. Customer experience is evolving at a blistering pace!
 
Streamlining the upgrades to the backend without impacting the user experience on the front end is a monumental advantage of decoupling your Drupal CMS. As a result, making design and UX alterations to the frontend can be easily done independently from the backend.

Benefits of Decoupled Drupal for Marketers

Traditional CMS approaches can sometimes prove to be a thorn in the marketer’s flesh while looking to build a robust business. Decoupled Drupal has a lot to offer to a Marketer’s strategy which can be seen through the eyes of organisations who have benefitted from innovative marketing strategies.

Shore up sales and revenue

At the end of the day, your marketing strategies should rake in huge profits that spells the success of your long-drawn methods. Adopting anything, for that matter, into your business workflow involves a whole lot of speculations about the sort of impact that it would have. Adopting decoupled Drupal can prove highly lucrative for an organisation. The Kuusamo-based Ruka, one of the popular ski resorts in Finland, has made incredible strides in terms of their financial growth with the implementation of decoupled Drupal.

The online presence of Ruka was reeling under the challenges of bad user experience, a dearth of mobile support, increase in manual labour due to missing integrations. Even the minutest of alterations to the online store needed software development.


To achieve the best possible user experience, React was used to rebuild the frontend of the online store with Drupal 8 and Commerce 2 taking the responsibility of content management.

The entire project was carried out using the principles of Scrum framework which changed the composition of the team fluidly as per the needs of the project.

The remodelled Ruka online store turned out to be more user-friendly than ever before thereby significantly simplifying the maintenance process. Betterment in the usability enhanced the volume of mobile transactions by almost 30%. Moreover, 12% increase was established in the total amount of web sales in comparison to the time when the older site was in place.

Relay the right message to the customers

It is of paramount importance that marketers keep up with the customer expectations. To do that, they need to serve the right message, on the right device, and at the right time.

Princess Cruises, one of the premiere cruise lines in the world, brought in innovation to their marketing landscape with the incorporation of decoupled Drupal. They went on to fundamentally alter the way their guest accesses information while onboard their ships.


Every guest relied on the mobile phones to instantly avail information, buy items and inform the management about anything. So, it paved the way for the transformation of Princess experience with the launch of Princess@sea. It is a mobile application designed specifically to enable guests in planning their day planner and activities, assess the ship’s itinerary, scan through restaurant menus and book shore excursions on-the-go.

The digital experience had to be reliable when the ships are sailing different parts of the globe. Thus, it needed a centralised way of governing content across multiple channels and touchpoints for offering a uniform experience on mobile and digital signage onboard the ship.

Princess Cruises chose decoupled Drupal approach to relay content across several touchpoints and channels. Princess Cruises could create content once and publish everywhere thereby connecting every passenger to Princess@sea, and hence Drupal.

Faster time to market

Continuous delivery of a product is every marketer’s numero uno need. Delivering quality products faster to the market is very essential and when it comes to the rebuilding of a site, business implications creep in. Challenges like production downtime had to be coped with while revamping an entire site.

A decoupled CMS strategy can be a wonderful solution for a website that is in dire need of a change. Legacy.com, a global leader in online obituaries, which chose to rebuild its site using decoupled Drupal with the help of a Drupal agency.


To fulfil the needs of an enterprise-grade publishing platform, decoupled Drupal helped in incorporating highly customised and lightweight JavaScript-based frontend. So, the page structure deployed was a progressively decoupled architecture with Drupal administering and rendering the layout or skeleton of the page architecture.

The frontend development was taken care of by the in-house team at Legacy.com and the Drupal agency managed the Drupal development to finish the project in a record 4-month delivery timeline.

Entice new customers to come on board

Acquiring and retaining customers requires a lot of customer-centric planning. Marketers have to perpetually work on keeping existing customers engaged and simultaneously attract new customers to come on board.

Making every interaction with the customer interesting, quick, and engaging is a significant approach for marketers. Powdr Corporation, one of the largest ski resort operators in North America, wanted to offer each brand in the Powdr family the sort of flexibility needed to enable customised web experiences for users.

Marketers have to perpetually work on keeping existing customers engaged and simultaneously attract new customers to come on board.
 


The major hurdle for Powdr was to handle all of their digital properties across multiple sites and at the same time giving each resort the power to show their uniqueness as a brand. It chose a decoupled Drupal architecture to kickstart its flagship site along with resort sites.

Each of the resort sites used Drupal as the content repository that exposed content for consumption by its preferred JS framework in the frontend. This gave frontend designers flexibility and helped in customising their approach for each of the brands in the Powdr ecosystem.

Powdr’s adoption of decoupled Drupal provided an engaging experience to the customers and brought the beautiful mountain ranges to different screens and devices. The launch of the revamped site resulted in 50% of the users entering into a purchase path directly from the homepage.

Build user engagement

Marketers need to make sure that the business site keeps the user engaged for a longer time. A good quality content coupled with a website that has an appealing design and could withstand high traffic is every marketer’s important part of the wishlist.
NASA, an independent agency of the executive branch of the federal government of the United States, took the decoupled route to redesign their site with the help of an agency. Amazon Web Services (AWS) and Drupal proved to be the perfect match for meeting the content needs of both NASA and the public with user-driven APIs, dynamic host provisioning, scalability and security.


The website of NASA is deployed in several AWS availability zones and governs almost 500 content editors updating over 2,000 content every day. On an average, it receives approximately a million page views a day. It has handled peak loads of nearly 40,000,000 page views in a single day with a record-shattering  2,000,000+ concurrent users during NASA’s 2017 Total Solar Eclipse coverage.

Scope for future enhancement

Having the flexibility to think of more ideas and bringing those ideas into life by being able to easily add them to the website is a huge boost for marketers. New requirements always pop up in the marketer’s mind that could be added to the site for more customer engagement. The decoupled approach gives that freedom and flexibility needed to keep improving the public-facing site.

Hoorooh Digital launched a fully decoupled Drupal 8 site for Boreal Mountain Resort with the help of an agency. The site’s prevailing objective is to get the skiers to the mountain faster which is the sort of philosophy that acted as the driving factor for the site’s redesign and development.


The website of Boreal Mountain Resort offered a stupendous scalability. It was possible to  add and configure new updates like weather reports and conditions easily within the decoupled system. Thus, as the site matures, it would retain a dynamism and liveliness that will assist in bringing those lovely mountain pictures even closer to the keen adventurers.

Conclusion

With its continuous effort towards becoming more and more API-first, Drupal has brought a broad smile on a lot of marketers’ faces with its astounding capabilities. Decoupled Drupal can bring colossal change to the organisations who are in need of improved digital experiences and digital transformations.

At Opensense Labs, we have been in the constant pursuit of getting the wheels turning by providing amazing digital experiences with our expertise in Drupal development.  Reach us at hello@opensenselabs.com and apprise us on how you want us to build your ultimate digital profile using decoupled Drupal.

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Categories: Drupal

OpenSense Labs: Top CRM Integration Modules for Your Drupal Website

Planet Drupal - 31 August 2018 - 8:39am
Top CRM Integration Modules for Your Drupal Website Akshita Fri, 08/31/2018 - 21:09 “How you gather, manage, and use information will determine whether you win or lose”
-Bill Gates

Gone are the days when businesses had to rely on stand-alone mainframe systems, or on statistical methods to analyze and gather customer data to bring them into their sales cycle.


There has been no looking back since the first customer evaluation system was launched in 1986 which provided contact management services. 

Ease of CRM integration with web technologies is a quantum leap in the field of marketing. A CRM or SaaS CRM can be integrated with an automated marketing platform or a website to help not only in enhanced contact management but empower sales management too. 

But CRMs have gone beyond sales and marketing. Covering their traditional role too, CRMs, today, can deliver powerful benefits to the organization ranging from HR to customer service to supply-chain management.  

Introducing CRM and its Importance

In simple words - CRM helps users focus on their organization’s relationships with individual people including all the stakeholder from customers, service users, to colleagues.

In a conventional role, a CRM software records customer contact information such as email, telephone, website social media profile, and more. It can then automatically pull in other information, such as recent news about the company's activity, and it can store details such as a client's personal preferences on communications, to help personalize the content. 

The CRM system organizes this information to give you a complete record of individuals and companies, so you can better understand your relationship over time.

A CRM enhances customer relationship management by giving in on all the information and choices of the customer, capturing their interactions with the business, and bringing forth such information to provide better conversations. 

Why is a CRM Important?

The purpose of this article is to give you a clue about which CRM integration module would be best for your Drupal website. But it would be all futile if we don’t understand the importance of the CRMs or if we don’t come out of the conventional roles of CRMs. 

Salesforce rightly defines the ten CRM benefits: 

1. Enhanced contact management
2. Cross-team collaboration
3. Heightened productivity
4. Empowered sales management
5. Accurate sales forecasting
6. Reliable reporting
7. Improved sales metrics
8. Increased customer satisfaction and retention
9. Boosted marketing ROI
10. Enriched products and services

What are the CRM integration modules for a Drupal Website?

Here we look at some of the best enterprise level CRM Integrations available for your Drupal website. These modules will assist you in managing your CRM strategy better. 

Three Drupal 8 CRM integration modules
  • Salesforce Suite

The first in the list is always special. The popular Salesforce CRM has its Drupal integration modules called Salesforce Suite and it is our top choice. 

The suite of modules supports integration with Salesforce by synchronizing Drupal entities (users, node, files) with Salesforce objects (such as contacts, organizations, opportunities). 

It supports the exchange of data between Drupal and Salesforce. Changes can be made in real time or asynchronously in batches during cron run. 

Here’s a quick guide on integrating Salesforce suites module with Drupal website. 

  • Webform SugarCRM Integration

SugarCRM is another popular Customer Relation Management System. However, the Webform SugarCRM Integration provides integration with SugarCRM for Webform submissions.

The module provides easy to use webform component mapping interface and SugarCRM configuration page. Each form component can be mapped to any field from all modules in respective SugarCRM system. On submission new record will be set in mapped CRM modules.

This module only provides an option to use the CRM integration class and extend with additional methods which can cover the specific requirements.

The module lets you alter the form according to your requirements. These are the three features that the module primarily provides: 

  1. Integration with SugarCRM for Webform submissions
  2. Mapping interface for Webform components
  3. Customizable
  • RedHen CRM

As the official Drupal page mentions, the RedHen is a Drupal-native CRM initially designed for common nonprofit needs, but built for flexibility. 

The module provides a classic CRM functionality for managing information about contacts, organizations, and their relationships with each other and your organization (like memberships). 

Using artificial intelligence the module smartly incorporates some modern tricks like engagement tracking and customizable one-page donation forms.

Four Drupal 7 CRM integration modules
  • amoCRM

amoCRM is a web service for your sales management. Businesses can use amoCRM to manage their leads and pipeline. 

amoCRM module allows you to configure creation, editing and deleting of leads, contacts and companies, recover of leads, change the status of leads. Any option that relies on the dependent modules. 

Adding your leads to amoCRM will ensure that leads are taken care of. 

  • Pardot Integration

Pardot is SaaS marketing automation application that allows marketing and sales departments to create, deploy, and manage online marketing campaigns that increase revenue and maximize efficiency. 

Drupal Pardot adds Pardot web analytics integration to Drupal. 

Following are the features that it provides:

  1. Default campaign for web activity tracking.
  2. Conditional path and user role web activity tracking.
  3. Path-based individual campaign tracking.
  4. Path-based scoring
  5. Core contact form integration
  • CiviCRM Entity

CiviCRM Entity is a Drupal module which exposes many CiviCRM API entities as true Drupal entity types. That means that almost any module that can use Drupal entities can also access and manipulate CiviCRM data, Drupal style.

This module integrates nearly 40 CiviCRM entities as Drupal entities by wrapping CiviCRM API calls in extended Drupal Entity controllers. Extendable by custom modules or CiviCRM extensions to add or alter entities. 

  1. Contacts
  2. Addresses
  3. Emails
  4. Phones
  5. Events
  6. Participants
  7. Contribution Pages
  8. Contributions
  9. Line Items
  10. Financial Transactions
  11. Price Sets, Price Fields, Price Field Values
  12. Activities
  • CRM Core  

CRM Core allows you to manage contacts, activities, and relationships in your Drupal website. It provides a set of modules for managing contacts, activities, and relationships within your Drupal website. 

It is designed to provide a basic framework for managing these items and interacting with other components of Drupal.

CRM Core is not a contact relationship management system itself, so much as a tool for developing your own systems for managing contact relationships

It provides extensive support for these entities and includes a number of tools to make them easier to support in your Drupal website.

In addition to these basic features, CRM Core integrates with a number of other components within Drupal, including Views, VBO, CTools, Rules, Solr, Services, Field API and Search API.

Other Drupal Modules

These are the modules which are important otherwise but don’t have a stable module version in Drupal (neither 7 nor 8) 

  • Hubspot 

Hubspot module integrates with Webform and the HubSpot API to submit Webforms directly to HubSpot's lead management system.

A webform-based contact form on your site can send its data to HubSpot, where you may already track potential clients and contacts; or a Webform-based e-newsletter signup could send the lead to HubSpot's targeted marketing system, letting you use your pre-existing email campaigns.

  • OpenInbound for Drupal 

OpenInbound tracks contacts and their interactions on websites. OpenInbound is a solution for Online Marketers who want to apply modern Content/Inbound Marketing tactics on websites.

Key functionality

  • Marketing dashboard
  • Digital Marketing CRM
  • Contact/Lead/Session tracking
Conclusion 

Despite the general notion that CRM systems were created for the customer-centric businesses, they can also be applied to B2B environments to streamline and improve customer management conditions. For the best level of CRM operation in a B2B environment, the software must be personalized and delivered at individual levels.

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