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FluentCart

  • Last updated on November 5, 2025

WP Fusion + FluentCart Integration

1) Overview — What this integration does

WP Fusion’s FluentCart integration connects FluentCart orders, customers, and subscriptions to your CRM/marketing automation tool. It lets you:

  • Apply or remove tags in your CRM when FluentCart events occur (e.g. order paid, refunded, subscription cancelled).
  • Create or update contacts in your CRM when customers check out, even if they don’t have a WordPress account.
  • Sync order and customer meta (billing/shipping details, totals, payment info) into WP Fusion fields and onward into your CRM.
  • Sync subscription meta (status, next billing date, recurring amount) to your CRM.
  • Batch export historical FluentCart orders to your CRM (backfill).
  • Manually reprocess a specific order from the FluentCart admin screen if needed.

At a glance: You’ll configure product‑level “feeds” in FluentCart to define which events trigger which tags and (optionally) custom‑field sync via WP Fusion.

2) Requirements

  • WordPress + FluentCart active.
  • WP Fusion 3.47.0+ (integration introduced in October 2025).
  • Your CRM connection is configured in WP Fusion → Settings → Setup.

Tip: Keep all plugins updated for best compatibility and performance.

3) How it works (architecture)

#3.1 Product‑level feeds in FluentCart

The integration registers WP Fusion as a FluentCart product‑level integration. For each product you can create one or more feeds:

  • Feed Title — your internal label (e.g. “Apply tags on Purchase”).
  • Apply Tags — tags to add in your CRM when selected events occur.
  • Remove Tags — tags to remove when selected events occur (useful for state changes, e.g. cancelled/refunded).
  • Sync Custom Fields — toggle to push order/customer meta to CRM when the feed runs.

Scope: The integration is restricted to product scope in FluentCart. Global‑level actions are intentionally disabled — manage strategy per product for precision.

#3.2 Events (triggers)

WP Fusion reads FluentCart’s event triggers list and exposes them in the feed UI. Common examples include:

  • Order created / order paid
  • Order status changes (e.g. completed, refunded, failed, cancelled)
  • Subscription created / renewed / expired / cancelled

Note: The exact event names shown come from FluentCart’s internal trigger list. Choose the ones that match your automation needs.

#3.3 Contact handling

When an event fires for an order, WP Fusion will:

  1. Find the contact by WordPress user ID (if present) or by order email.
  2. Create the contact if none exists (email, first name, last name), then continue.
  3. Apply/Remove tags as configured in the feed.
  4. If Sync Custom Fields = Yes, push the mapped order/customer fields (see §4) to the contact.

“Revoke” events (refunds/cancellations) trigger tag removals as configured in the feed.

4) Field mapping (what data can sync)

The integration registers a FluentCart field group in WP Fusion so you can map these to CRM fields. Highlights include:

#4.1 Customer, billing & shipping

  • billing_address_1, billing_address_2, billing_city, billing_state, billing_country, billing_postcode
  • shipping_address_1, shipping_address_2, shipping_city, shipping_state, shipping_country, shipping_postcode
  • phone

#4.2 Order & payment meta

  • customer_id (FluentCart customer record ID)
  • order_date
  • payment_method, payment_method_title, payment_status
  • order_status, order_type
  • subtotal, discount_total, tax_total, shipping_total, shipping_tax, discount_tax
  • manual_discount_total, coupon_discount_total
  • total_amount, total_paid, total_refund
  • receipt_number, invoice_no
  • mode (test/live)

#4.3 Fulfillment & shipping

  • fulfillment_type, shipping_status, shipping_required
  • shipping_method

#4.4 Subscription meta (if enabled in FluentCart)

  • subscription_status
  • next_billing_date
  • recurring_amount

Notes

  • Some entries are marked “pseudo” in WP Fusion (calculated/derived values) but still sync to CRM as simple text/number fields.
  • Subscription tagging is handled by the main integration feeds; the subscription meta above is synced via a subscription‑specific helper for field updates.

5) Setup — step by step

#Step 1: Connect your CRM in WP Fusion

WP Fusion → Settings → Setup. Authenticate your CRM and confirm tags are loading in Available Tags.

#Step 2: Enable the FluentCart integration

WP Fusion → Settings → Integrations → enable FluentCart. Save.

WP Fusion → Contact Fields. Locate the FluentCart field group and map any fields you want to store in your CRM (e.g. total_amount → “Last Order Total”). Save.

#Step 4: Create product‑level feeds in FluentCart

FluentCart → Products → (Edit a product) → Integrations (WP Fusion):

  1. Add Feed
  2. Set Feed Title (e.g. “Apply tags on Order Paid”).
  3. Choose your Events (e.g. Order Paid and Order Completed).
  4. Select Apply Tags (e.g. Purchased • {Product}) and optional Remove Tags.
  5. Toggle Sync Custom Fields = Yes to push order/customer meta when this feed runs.
  6. Save. Repeat per product as needed.

#Step 5: Test

  • Place a test order (use your gateway’s sandbox).
  • In WP Fusion Logs, confirm the event, tags applied/removed, and any field sync.
  • In your CRM, verify the contact, tags, and mapped fields.

6) Recipes (common automations)

#A) First‑purchase onboarding

  • Event: Order Paid
  • Apply Tags: Customer, Purchased • {Product}
  • Automation: CRM sends onboarding + request for review after 7 days.

#B) Refund / cancellation clean‑up

  • Event: Order Refunded / Cancelled (revoke)
  • Remove Tags: Active Customer, Purchased • {Product}
  • Apply Tags: Refunded
  • Automation: CRM triggers re‑engagement sequence.

#C) Subscription lifecycle

  • Event: Subscription Renewed
  • Apply Tags: Subscription • Active
  • Fields: subscription_status = active, next_billing_date updated
  • Automation: CRM postpones renewal reminders, sends usage tips.

#D) VIP / high‑value segmentation

  • Event: Order Paid (field sync on)
  • Fields: Update total_amount, increment total_paid, maintain lifetime_spend (in CRM logic)
  • Automation: When lifetime spend > threshold → apply VIP tag.

7) Admin tools

#7.1 Manual reprocess (single order)

From the FluentCart order admin screen, use WP Fusion → Reprocess to re‑run the integration for that order (helpful after changing tag rules or field mappings).

#7.2 Batch export (historical backfill)

Use WP Fusion’s FluentCart Batch tool to process past orders and send data to your CRM. Recommended before going live so segments are accurate from day one.

8) Troubleshooting

Tags not applied

  • Ensure the product has at least one WP Fusion feed with the relevant event selected.
  • Confirm the CRM connection status in WP Fusion settings.
  • Check WP Fusion → Logs for the corresponding order event.

Fields didn’t sync

  • In the product feed, set Sync Custom Fields = Yes.
  • Verify field mappings in WP Fusion → Contact Fields.
  • Confirm the order actually contains the data (e.g. shipping not present for digital goods).

Wrong contact matched

  • WP Fusion prefers WordPress user → else looks up by email. Ensure emails are unique and consistent across orders and CRM.

Subscription tags OK, but fields aren’t updating

  • Tagging is event‑based (feeds). Subscription fields (subscription_status, next_billing_date, recurring_amount) are synced by a separate subscription updater; confirm subscriptions are enabled and events are firing.

Need to remove tags on refund

  • Add a feed on the same product for Refunded/Cancelled events and configure Remove Tags accordingly.

9) Reference — available fields

Map these in WP Fusion → Contact Fields under the FluentCart group.

Customer & contact
customer_id, phone

Billing
billing_address_1, billing_address_2, billing_city, billing_state, billing_country, billing_postcode

Shipping
shipping_address_1, shipping_address_2, shipping_city, shipping_state, shipping_country, shipping_postcode, shipping_required, shipping_status, shipping_method, fulfillment_type

Order & payment
order_date, order_type, order_status, payment_status, payment_method, payment_method_title, mode, receipt_number, invoice_no

Totals
subtotal, discount_total, manual_discount_total, coupon_discount_total, tax_total, shipping_total, shipping_tax, discount_tax, total_amount, total_paid, total_refund

Subscriptions
subscription_status, next_billing_date, recurring_amount

10) FAQ

Q: Where do I configure when tags apply?
A: Per‑product, in FluentCart’s Integrations (WP Fusion) tab. Create one or more feeds and select the event(s) that should trigger tagging and (optionally) field sync.

Q: Can I run actions globally across all products?
A: The integration is designed for product scope (more control). Create feeds on the specific products you want to automate.

Q: Can WP Fusion create contacts for guest checkouts?
A: Yes. If no WordPress user is found, WP Fusion will create a new contact by order email and name.

Q: Does it support refunds/cancellations?
A: Yes. Configure a feed for the appropriate revoke events and use Remove Tags and/or alternate Apply Tags like Refunded.

Q: Which subscription fields are available?
A: subscription_status, next_billing_date, and recurring_amount. Tagging for subscription start/renewal/cancel is handled by your feeds.

 

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