By default, when a new account is registered (and Create Users is checked), WP Fusion will create a contact in your CRM with the user’s email address. It will also sync the “First Name” and “Last Name” fields if those fields are present in the form. This method is great for adding users via Users » Add New in your WordPress dashboard, or via the frontend at
Adding fields to registration forms
To give you the ultimate control over your site registration, WP Fusion doesn’t include a custom registration form builder. Instead, we built the plugin to work with any other registration system out there that uses WordPress’ standard coding practices. If you’re looking for an excellent user registration and management system, we recommend Ultimate Member, it’s been fully tested with WP Fusion and we’ve found it to be rock solid. For some other free and paid plugins, check out this list. If you want full control over registration and login, check out this tutorial on wordpress.org for a template to get you started.
Introducing the Contact Fields settings
Navigate to the WP Fusion settings page and open the Contact Fields tab. You’ll see a list of all user meta fields on your site, and their corresponding fields in your CRM (if configured).
For each field, you’ll see the local field name, it’s meta name (in the database), the field type, and the corresponding CRM field name and database label. We’ve configured a lot of common fields with the default linkups, but you can change this or specify your own (see the next section for more information on this).
Mapping fields to your CRM
In this example we’ll be mapping data collected at registration to fields in your CRM. For this example, let’s assume that you’re using the Ultimate Member plugin and you’ve created a registration form with the following fields (field meta keys in parentheses).
- Username (
- Password (
- Email Address (
- First Name (
- Last Name (
- Phone Number (
In the Contact Fields settings for WP Fusion, find the field in left column corresponding to the data on your site you’d like to sync. In the right column, if the dropdown isn’t already populated, click on it and select the CRM field you’d like to map it to. Press save at the bottom of the options page, and any future changes to those fields on your site will be synced to the corresponding contact record in your CRM.
How data is synced
All data synchronization is configured from the Contact Fields tab in the WP Fusion settings. The left columns are the data in WordPress, and the right column with the dropdowns are the corresponding fields in your CRM.
WP Fusion can either “push” data from WordPress to your CRM, or “pull” data from your CRM to WordPress.
A “push” happens when someone registers or updates their profile. All the enabled WordPress fields on the left are sent to the CRM fields on the right.
A “pull” can happen in a few scenarios:
- When a webhook is received
- When someone logs in and Login Meta Sync is enabled
- When a page is loaded that has the [wpf_update_meta] shortcode on it
When that happens any fields that are enabled in the right column on the Contact Fields list are loaded via an API call and saved to their corresponding WordPress fields in the database.