Simple Sales Tracking Blog

API Documentation & Samples

Following up on our email to you last week, we’ve now released the latest version of our API (Application Programming Interface), along with Documentation & Code Samples.

The Simple Sales Tracking API provides you with the ability to connect and sync Simple Sales Tracking with your website and applications.


What can you do with the API?


View and Modify your data in Simple Sales Tracking, from another website or application.

There are a lot of possibilities. Here are a few ideas:


  • Synchronize Contacts with another Contact List

  • Build your own Custom Reports

  • Add Notes, Tasks and Appointments Remotely

  • Create a seamless link between your own applications and website with the data, features and capability of Simple Sales Tracking.

Find out more and Get Started


3rd Party Tools & Integration

If you program your software product to integrate with Simple Sales Tracking, or any another 3rd party piece of software, let us know!

If it’s a fit, we’ll post it here with link-backs to your website and kudos.

We’re also working on 3rd party integration from our end and will announce them as they become available.


Partner Program Now Open

If you’re not already part of our partner progam, you can find out more about it here.

It’s a great way to earn additional income from an ongoing 20% commisssion.


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Filed under: How To's, Integrations, ,

Web to Lead Forms Now Available

You speak – we listen. Many of you have requested a capability known as Web to Lead Forms. Over the weekend we introduced this new capability and in this newsletter we’ll walk you through what they are.

Web to Lead Forms provides a way for you to include a form on your website to capture both new contacts and new leads and have that information stored directly into Simple Sales Tracking. Each time a new piece of information is collected, you’re automatically notified via email.

Step 1 – Build the Form


Login to Simple Sales Tracking and click the new “Web to Lead” link at the top of the page. From there, select each field you want to include in your form and optionally change the text that describes each one. Once complete, click the “Build” button.

Step 2 – Preview the Completed Form


After clicking the “Build” button, further down the page you’ll see a preview of what your new Web to Lead form looks like. If you need to make further changes, do so, then click the “Build” button again.

Step 3 – Copy and Paste the Html Code


You’ll notice next to the Preview a textbox labelled Html Code with some text in it. Copy that Html Code into the code of a webpage on your website and the form will be there.

Step 4 – Enable Web to Lead Forms


As a security measure, your account administrator (the first account created by default when you signed up), will have to select a check box on the Admin page in order to enable the Web to Lead forms to work.

You’re Done! Create as many Web to Lead forms as you like. Remember to test them to make sure they’re capturing the data the way you want it.

Please note Web to Lead Forms are available to Full Account holders only. If you’re using a Limited Account, consider upgrading today!

Filed under: How To's, Integrations, New Features, ,

Attention Developers: Web API Now Available!

June6, 2008

We’re pleased to announce the immediate availability of the Simple Sales Tracking Web API.

The API, Application Programming Interface, gives you the ability to extend and access the functionality of the application and your data stored in it.

While the API was built using Microsoft’s new WCF technology, the API can be used on many different platforms and different software languages. Keep in mind leveraging the API requires a good understanding of software development knowledge and practices.

As an example, the API was used to tie together the new Outlook 2007 Plugin to the Simple Sales Tracking application. There are many ways and reasons why you may want to look at doing this.
Not only is accessing the API at the transport level secure using 128bit SSL encryption, each message is also individually secured using mesage level certificate security.

As always, if you have any questions or feedback on this new availability, don’t hesitate to get in touch.

Please keep in mind the API is available only to Full (Paid) Account Customers.

Filed under: Integrations, New Features, ,

About

Simple Sales Tracking is web-based sales CRM software for the tracking, analysis and forecasting of individual and team sales pipeline and contacts.

Built with simplicity at its core, focus is kept on key sales tasks, while eliminating unnecessary ones, helping to ensure buy-in of the entire sales team.
Go to SimpleSalesTracking.com

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