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PeepSo

  • Last updated on April 19, 2019

#Overview

WP Fusion integrates with PeepSo to keep members in sync between your membership site and your CRM.

All new users who register via PeepSo will be instantly added to your CRM, with all data provided at registration. Profile updates are also synced.

A screenshot of a form interface titled PeepsSo, showing fields for gender, birthdate, first name, last name, about me, and website. Each field has a label, type text, and a dropdown menu to select a field.

Any custom fields you add to your PeepSo user profiles (using the Extended Profiles Add-on) will also be detected and will be available for sync in the WP Fusion settings.

#Groups

WP Fusion also integrates with the Groups addon for PeepSo. You can access the Groups settings by clicking WP Fusion in the main PeepSo menu.

Screenshot of a MailChimp Integration page for PeepSo with WP Fusion CRM integration. It shows a Group Tag setup with Group One selected. An option to remove the tag is present, alongside a Save Changes button. Navigation menu on the left enhances easy access.

For each of your groups, you can select a tag to be “linked” with that group. When the tag is applied, the user will be added to the group. When the tag is removed, the user will be removed from the group.

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