GDPR-Compliant Double Opt-In Forms for SugarCRM
Benefits & Features
More Efficiency
With the General Data Protection Regulation (GDPR) coming into effect in May 2018, the double opt-in process has become mandatory for every website operator in the EU.
With the Double Opt-In Form for Sugar, you can connect forms using the double opt-in process directly to Sugar and automatically transfer leads from your website in a privacy-compliant way.
The registered person is only added to the CRM system as a lead after completing the confirmation process.
To enable this, a custom field must be created in Sugar to store the opt-in information.
In addition, a note containing all data protection-relevant details is automatically linked to the lead.
All authorized users can access this information at any time.
Optionally, SugarCRM’s built-in tools can be used to create reports and set up automated workflows.
Quick Setup
The form solution is installed once on your server and connected to Sugar.
After that, the form is embedded into your website via an HTML iFrame.
Thanks to the iFrame connection, no CMS adjustments or plugins are required.
The design can be quickly adapted to your existing forms – and you’re ready to go!
Demo & Test
We are convinced by this solution and use it ourselves on our website.
Sign up for a 30-day Sugar trial and go through the full double opt-in process.
