Connect Paid Memberships Pro to AgileCRM

It’s easy to connect Paid Memberships Pro to AgileCRM with WP Fusion, and requires zero coding experience.

All the tools you need to connect and grow

Paid Memberships Pro is a popular WordPress membership plugin with a comprehensive suite of features for membership sites.

You can restrict access to your content, sell memberships, manage members, plus a whole lot more. Paid Memberships Pro even includes some basic integrations for certain CRMs where you can add new members as subscribers.

But if you want to create a deep connection between Paid Memberships Pro and AgileCRM, you need WP Fusion.

WP Fusion not only lets you add new members as subscribers in AgileCRM, but it also lets you:

  • Apply tags to a user in AgileCRM when they purchase a membership. You can also remove the tag if the user’s membership is changed or canceled.
  • Sync Paid Memberships Pro details to AgileCRM, like adding a user’s membership level and expiration date as custom fields in AgileCRM. For example, you can set up AgileCRM automation rules to message a user whose membership is about to expire.
  • Link a tag in AgileCRM with a specific membership level. If you apply that tag, users will be granted the associated membership level automatically. If you remove the tag, they’ll lose that membership level.

Using WP Fusion to set up your Paid Memberships Pro — AgileCRM integration is easy. To get started, you just need to install the WP Fusion plugin and authorize your WordPress site with AgileCRM:

And that’s it! WP Fusion will start automatically syncing your Paid Memberships Pro users with AgileCRM.

Then, you can configure additional settings to apply tags in AgileCRM and pass extra profile information.

Tag Users Based on Membership Level

For each membership level that you’ve created with Paid Memberships Pro, WP Fusion lets you automatically apply a tag in AgileCRM when a user registers/pays for that membership level.

You can also:

  • Remove the tag if a user cancels or changes the membership level.
  • Apply a different tag if a user cancels their membership.
  • Apply a different tag if a user’s membership expires.

Link Tags With Membership Levels

WP Fusion also lets you link a tag in AgileCRM with a membership level. When you apply that tag to a user in AgileCRM, that user will automatically be enrolled in the membership. If you remove the tag in the future, the user will also be removed from the membership.

Sync Paid Memberships Pro Fields to Your CRM

In addition to tagging users in AgileCRM, WP Fusion also lets you sync certain internal Paid Memberships Pro fields to custom fields in AgileCRM.

You can sync a user’s:

  • Membership level
  • Membership status – e.g. active or inactive
  • Payment method – the payment gateway or method a person used
  • Membership start date
  • Membership expiration date

For example, you could use this information to set up AgileCRM marketing automation rules to send renewal reminders or try to bring inactive members back to your site.

Perform Batch Operations

If you’re adding WP Fusion to an existing Paid Memberships Pro site, WP Fusion includes a batch operations tool to sync the existing users on your site with AgileCRM:

With WP Fusion, you can create a deep AgileCRM — Paid Memberships Pro integration to better segment your users and sync important profile information with AgileCRM.

Click below to learn more about why WP Fusion is the best solution to connect Paid Memberships Pro to AgileCRM.

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It doesn't stop with Paid Memberships Pro

WP Fusion connects over 100 WordPress plugins to AgileCRM.

With integrations like WooCommerce, LearnDash, LifterLMS, MemberPress, Gravity Forms and BuddyBoss, you can start doing more with the tools you already use.

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