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In this video, you will learn how to install WP Fusion and set up a direct connection to your ConvesioConvert account. To get started install and activate the WP Fusion plugin, then navigate to settings -> WP Fusion. From the ‘Select Your CRM’ list choose ‘ConvesioConvert’. Next, we will need
In this video, you will learn how to install WP Fusion and set up a direct connection to your Jetpack CRM account. To get started install and activate the plugin, then navigate to Settings » WP Fusion. From the ‘Select Your CRM’ dropdown choose ‘Jetpack CRM’. Then, click on ‘Connect’.
Overview You can use webhooks in Klaviyo to send data back to your WordPress site using WP Fusion. Using webhooks you can create new users on your WordPress site based on workflows in Klaviyo, or update existing users’ meta data and lists. Having trouble receiving webhooks? Check out our troubleshooting guide.
Overview Cancellation Survey and Offers for Woo Subscriptions is a free plugin that allows you to show a cancellation survey and special offers in a popup when a user cancels a WooCommerce Subscriptions subscription. WP Fusion’s integration allows you to sync cancellation reasons with custom fields in your CRM, and
Overview This filter allows you to override calls to any of WP Fusion’s CRM API methods. It’s inspired by the get_{$meta_type}_metadata filter in WordPress core. If a non-null value is returned from this filter, it will bypass sending any API calls to your CRM, and instead use your custom function
Overview With most CRMs, WP Fusion interfaces with the Contacts object by default, though this can be overridden with a filter. With ConvertFox, Intercom, and Zoho, the Lead object is sufficiently similar to the Contact object that WP Fusion can automatically switch between the object types during a form submission.
Overview You can use webhooks (aka “outbounds”) in KlickTipp to send data back to your WordPress site using WP Fusion. Using webhooks you can create new users on your WordPress site based on actions in KlickTipp, or update existing users’ meta data and tags. Having trouble receiving webhooks? Check out
Overview This filter is run when a WooCommerce Subscription’s data is synced to your CRM by WP Fusion: At checkout When a subscription status changes During a subscription renewal During a WooCommerce Subscriptions meta batch operation It can be used to modify the subscription data that’s synced to your CRM.
Overview WP Fusion’s Enhanced Ecommerce Addon (available for Plus and Professional license holders) supports sending ecommerce transaction data as deals to your Groundhogg CRM for sales made in: WooCommerce Easy Digital Downloads Event Espresso GiveWP Gravity Forms LifterLMS MemberPress Restrict Content Pro and SureCart WP Fusion’s enhanced ecommerce integration with
Overview WP Fusion’s Logins Addon includes additional login tracking features specific to the BuddyBoss App. You can apply tags when users first log in to your BuddyBoss app, as well as track the last date they logged in to the app in your CRM. The Apply Tags – First Login
Overview WP Fusion includes an integration with MemberDash that allows you to apply tags in any one of 50+ CRMs and marketing automation systems based on membership levels, and automatically grant membership levels by applying tags in your CRM. Membership settings When accessing a MemberDash Membership, click on the WP
Overview Because WP Fusion’s abandoned cart tracking uses tags or lists in your CRM to track abandoned carts, it’s compatible with all 5o+ of WP Fusion’s supported CRMs. If you don’t find a guide to your specific CRM here, you can follow the general setup instructions in the Abandoned Cart
Overview Using WP Fusion’s Abandoned Cart addon (available to Plus and Professional license holders), you can track and follow up on abandoned carts from popular WordPress plugins in Brevo. After the customer’s name and email have been entered on the checkout form, the customer is added as a contact to
Overview Using WP Fusion you can track events from WordPress plugins in Encharge— allowing you to track customer behavior on your site and trigger flows based on purchases, course progress, video engagement, form submissions, and more. How it works You can configure events globally, or on individual courses, forms, and
Overview In this guide, you will learn how to install WP Fusion and set up a direct connection to integrate your WordPress website with your Encharge account. To get started install and activate the WP Fusion plugin, then navigate to Settings » WP Fusion. From the ‘Select Your CRM’ list
Overview You can use webhooks in Encharge to send data back to your WordPress site using WP Fusion. Using webhooks you can create new users on your WordPress site based on flows in Encharge, or update existing users’ meta data and tags. Having trouble receiving webhooks? Check out our troubleshooting guide. Setup
Overview WP Fusion integrates with Content Control Pro to allow you to use tags or lists in your connected CRM as conditions when creating access rules for your content. Setup When editing any restriction in Content Control Pro, choose Custom under User Status and click the Add Rule button to add a
Overview Using WP Fusion and MasterStudy LMS, you can restrict access to your courses and other content based on a user’s tags in your CRM or email marketing platform, as well as apply tags based on student progress, and auto-enroll students into courses based on changes in tags. Access Control
Overview WP Fusion’s Media Tools addon includes an integration with Bunny Stream, which allows you to apply tags in your CRM or email marketing platform when: A video is played A video is completed One or more video timecodes are reached Setup Since Bunny doesn’t have a WordPress plugin or
Overview WP Fusion’s Media Tools addon includes an integration with FV Player, which allows you to apply tags in your CRM or email marketing platform when: A video is played A video is completed One or more video timecodes are reached Setup First create a new FV Player video and
