Connecting your favorite CRM (Customer Relationship Management) with your WordPress site can be invaluable. And when it comes to the success of your targeted marketing, being able to do that with full flexibility and complete synchronization is your ultimate goal This is where the WP Fusion plugin for WordPress comes in.
WP Fusion connects your WordPress site to your CRM and can help you build your membership sites, keep customer information synced between the two, record your eCommerce transactions, capture new leads and, well, a heck of a lot more. It works with WooCommerce and Easy Digital Downloads as well as MemberMouse, Sensei, Paid Membership Pro, bbPress, Buddy Press, LearnDash, Ultimate Member, Gravity Forms and LifterLMS you can imagine all that you are able to do with it.
For example, you might use this with a LearnDash course membership level to automatically add users to a course or membership levels when a WooCommerce product is purchased. Or, using a membership plugin, you can link-tag a course membership level to automatically add a user to courses and/or membership levels when a WooCommerce product is purchased.
In this video, I’ll go over the basics of the plugin and show you the WooCommerce Product and Subscription integration. Check out the rest of the post for some video highlights and additional information about the add-ons for this plugin.
Connecting to Your CRM is Easy
Connecting to your favorite CRM is as easy as adding your API info. In this demo, I refer to Active Campaign where I opened up an account, but did not set up anything there to demonstrate a lot of what I will be talking about.
Here you can see the options you have for CRM’s.
Once you have chosen the CRM (in this example, ActiveCampaign), simply add the required API information and it’s connected in seconds.
Settings for WP Fusion
WP Fusion creates seamless automation using tags. These tags are applied in your CRM based on user activity and help you to track engagement and other automations. Here you will select the roles you want to use and the tags for new contacts. You can use tags when users register, buy a product, watch a webinar or video, pass a quiz, or fill out a form, as just a few examples. Then you select the list you want from your CRM.
Synchronize Contact Data
This is straightforward and allows for modification of a user profile to be updated on your CRM.
Restrict Page Access
Here are the global settings for page restriction access.
You also get options on each specific page or post. If you were tick this box and and add a tag, the user would only have access if that tag was applied to the CRM and that user. If you leave it blank, you can specify a redirect or a custom URL.
You are also able to restrict content in bulk using the apply settings when selecting multiple posts or pages.
Archives can also be restricted via your categories.
If you know how to use Webhooks, you are able to set it up so your CRM can send stuff back to your website.
Fields that are already set up in your CRM will automatically be configured here, and as you can see, there is a full list of common meta fields in your settings for default linkups. You can change or create your own as well.
What you will see here will depend on which plugins you have installed for integration. In this example, I installed WooCommerce, and you can see the options I get specific to that integration.
Here you can import your users from your CRM into your WordPress users.
This is the information you provided from your CRM, as well as your license key to this plugin.
Here you’ll find what is called experimental features. Also, there is an option for when you move your site into staging, which is a nice thing to be able to do without having to deactivate the plugin.
Batch Operations are extremely useful for re-syncing tags, exporting users and pushing meta user. In this post, since we are integrating with WooCommerce, you will see that there is an option for both order and subscriptions. WP Fusion will go through all of your order details based on what the customer inputted at checkout and import that into your CRM, as well as apply any tags you have configured for the products. And for subscriptions, it will import all user tags based on their current subscription status.
And lastly, in the settings, there are some debugging and reset options.
WooCommerce and Subscriptions
Since we are highlighting the integration of WooCommerce, I would like to share the options you have directly in WooCommerce. If you choose most product data such as simple product, grouped product, variable product, etc., you are going to get these two options to set up.
For Subscriptions and Variable Subscriptions, there are several more options.
It is obvious from this integration that you would be able to not only track your customers activity on your site, but communicate with them on specific actions they took or didn’t take.
Integrations and Add-Ons For WP Fusion
I mentioned some integrations in the beginning of this post, but here I’ll show you the documentation list they have for all integrations.
There are four very useful add-ons as well.
Now we’ll look briefly at the Abandoned Cart Tracking and eCommerce Tracking.
Abandoned Cart Tracking Add-On
This add-on works with both WooCommerce and Easy Digital Downloads. It adds customers to your CRM when they start the process of checking out, as long as the name and email were entered before they left. You apply tags to your customers which will then trigger sequences in your CRM to follow up with the customer who didn’t complete their order. You can even use tags for specific products left in the cart. It works with the CRM’s Infusionsoft, ActiveCampaign and Ontraport.
You will find the settings in your WP Fusion settings under the Addons tab.
And added under your product data in WooCommerce.
eCommerce Tracking Add-On
WP Fusion connects your eCommerce platform to your CRM but only contact data is transferred. With this add-on, it will let you create separate order records in your CRM’s eCommerce platform such as the products that were purchased, any discounts or coupons used, and shipping and taxes. It’s a great way to monitor your sales and it also works with the CRM’s Infusionsoft, ActiveCampaign and Ontraport.
The settings for connecting will be found also in the Addons tab (in this case, ActiveCampaign).
A Note: 3.1 Just Came Out
As I finished this post I received an email of an update for WP Fusion. Since there is some added support I thought I would share this with you.
New Shortcodes for User Meta – Before, it was recommended by WP Fusion to use a plugin to display stored user meta. Now it is built in.
Webhooks for ConvertKit – This is also now built into WP Fusion.
eCommerce Support for Ontraport – Their latest version of the eCommerce Add-On now support Ontraport’s eCommerce system.
A WordPress CRM Plugin Solution
As you can see from this overview, this is one powerful plugin to help you bring your CRM into your WordPress, with some of the best eCommerce, membership and online course plugins out there. No matter what you choose it for, the fact that you can communicate with your customers, students or members seamlessly from the result of their actions on your site is priceless. I would suggest if you are ready to take this next step, that you should check out WP Fusion and see what it can do for you.