In this video, you will learn how to install WP Fusion and set up a direct connection to your Mautic account.
To get started install and activate the plugin, then navigate to settings -> WP Fusion.
Next, go to settings -> WP Fusion
And from the ‘Select Your CRM List’ choose ‘Mautic’
Next, we will need to locate pieces of information.
Your Mautic URL, Client ID and Client Secret.
To do this, log in to Mautic and click on the gear icon in the top right, then choose ‘Configuration’.
Click on ‘API Settings’
And select ‘Yes’ for API Enabled and ‘Enable basic auth’
Then, click on ‘Save’.
Click on the gear icon again in the top right, then choose ‘API Credentials’.
And click ‘New’ to create a new set of credentials.
‘Name’ – Name of your app or something you recognize).
‘Redirect URL’ – Copy the Redirect URL in the WP Fusion setup on your WordPress site.
And make sure you select ‘OAuth2’ as ‘Authorization Protocol’. Then Click ‘Save’.
Finally, return to WordPress and enter your Mautic URL, Client ID and Client Secret.
Then click on ‘Authorize with Mautic’.
Login to your WP Fusion account.
And accept the Application.
WP Fusion will now establish a direct connection to your Salesforce account and import your tags and custom fields.
To finalize the process click on ‘Save Changes’.