In this video, you will learn how to install WP Fusion and set up a direct connection to your AgileCRM account.
To get started install and activate the plugin, then navigate to settings -> WP Fusion.
From the ‘Select Your CRM List’ choose ‘Agile CRM’
We will need to locate three pieces of information
- Your AgileCRM subdomain
- Your User Email
- And Your API Key.
Your AgileCRM subdomain can be found by logging into your account and looking at the URL in the browser address bar.
Copy the first part of the address, after the https:// and prior to agilecrm.
Paste into the appropriate field in WP Fusion.
Your user email is the email address you use to login to AgileCRM.
And the API Key can be found by in your account by clicking on the profile icon in the top right corner and choosing ‘Admin Settings’.
In the left hand menu scroll down and select ‘Developers and API’.
The copy the ‘Rest API’ key and paste into the appropriate field in WP Fusion.
Finally, click on ‘Test Connection’.
WP Fusion will now establish a direct connection to Agile and import your tags and custom fields.
To finalize the process click on ‘Save Changes’.