WP Fusion will automatically send new BuddyPress users to your CRM.
Any custom fields created with the BuddyPress profile fields editor will show up under the Contact Fields tab in the WP Fusion settings, and you can map them to any field in your CRM. Once selected, any updates to the user’s profile will automatically be synced.
Groups Auto Enrollment
WP Fusion includes support for BuddyPress Groups. You can specify a tag to be “linked” to this group. When the user is added to the group, the tag will be applied. When the user is removed from the group, the tag will be removed.
Likewise, applying this tag to a user in your CRM or from another integration will automatically add the user to the group. Removing the tag in your CRM (or if the user doesn’t have the tag) will remove the user from the group.
WP Fusion includes an option to apply tags when users are added to a group of a certain group type. This setting is found when editing any group type.
Profile Types Auto Assignment
WP Fusion also supports BuddyPress (and BuddyBoss) profile types. You can specify a CRM tag to be “linked” with the profile type.
When the user is given the profile type, the tag will be applied. When the user is removed from the profile type, the tag will be removed.
Likewise, applying this tag to a user in your CRM or from another integration will automatically assign the profile type to the user, and removing the tag will un-assign it.
Under Settings » WP Fusion » Integrations » BuddyPress you’ll find the global settings for the BuddyPress integration.
The options are
- Defer Until Activation: By default WP Fusion will sync new users to your connected CRM when they register an account on your site. When Defer Until Activation is checked, WP Fusion will not send any data to your CRM until new users are approved (either by an administrator or via email activation).
- Apply Tags – Profile Complete: If you’re using the BuddyBoss profile completion widget, you can specify tags here to be applied in your CRM when a user’s profile reaches 100% complete.
WP Fusion includes two batch processing tool for BuddyPress and BuddyBoss, under Settings » WP Fusion » Advanced » Batch Operations.
These are helpful when you’re setting up WP Fusion on an existing membership site and need to export current Group and Profile Type information to your CRM.
The two available operations are:
- BuddyPress groups statuses: For each user on your site WP Fusion will apply tags based on the user’s current group (and group type) memberships, using the settings you’ve configured on each group. This does not trigger any automated group enrollments or un-enrollments.
- BuddyBoss profile type statuses: For each user on your site WP Fusion will apply tags based on the user’s current profile type assignments, using the settings you’ve configured on each profile type. This does not trigger any automated group enrollments or un-enrollments.
You can set or update a user’s BuddyPress role via a webhook from your CRM. WP Fusion requires the BuddyPress internal role value to be passed for the
?role= parameter in your webhook. Below are the values for the default BuddyPress roles