WP Fusion integrates with WP Ultimo to add customers to your CRM of choice when they purchase a plan. You can also apply tags in your CRM based on the plan purchased, sync site details to custom fields, and automatically generate new sites by applying a tag in your CRM.
When editing any plan in WP Ultimo, you can click on the WP Fusion tab to configure tags that should be applied in your CRM when that plan is purchased.
Using a linked tag, you can automatically create a new site for a customer at the specified plan level by applying a tag in your CRM. This is a work in progress and additional documentation will be added shortly.
Syncing custom fields
At Settings » WP Fusion » Contact Fields » WP Ultimo, there are two custom fields that can be synced to your CRM when someone creates a new site via WP Ultimo.
- Site Title: This is the title for the new site that the customer entered in the setup wizard
- Site URL: This is the URL for the new site (the “blogname”) that the customer entered in the setup wizard. For example if their website is at https://mycoolsite.example.com, the Site URL would be synced as “mycoolsite”