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Thrive Automator

  • Last updated on December 22, 2023

#Overview

WP Fusion includes an integration with Thrive Automator to allow you to integrate the Thrive Themes family of products with your connected CRM.

WP Fusion’s Automator integration can be used:

  • As a trigger
  • As a condition
  • As a mailing list integration

#Triggers

WP Fusion adds three triggers to Thrive Automator.

To start, create a new automation, and in the “When this happens” dropdown, open the WP Fusion section.

Screenshot of an automation setup interface showcasing a dropdown menu titled When this happens, featuring WP Fusion CRM integration alongside WordPress and Apprentice options. Triggers related to lists and WooCommerce are available, with a search bar and an ACTIVE toggle visible.

The options are:

  • Tags (or lists) applied: The automation will be triggered when tags are applied.
  • Tags (or lists) removed: The automation will be triggered when tags are removed.
  • Tags (or lists) modified: The automation will be triggered whenever a user’s tags are modified.

For each option you can select one or more tags or lists:

Screenshot of an automation workflow interface showcasing WP Fusion CRM integration. The top panel displays a trigger condition for adding to a Paying Member list in HubSpot, while below, an action assigns the WordPress role Customer. Buttons for done, cancel, and add actions are visible.

#Conditions

WP Fusion also allows you to use tags in your connected CRM as conditions in any Automator automation.

Flowchart illustrating test automation steps: Tags Applied, WP Fusion CRM integration syncs with ActiveCampaign tag as Active Customer, adds user as Customer on WordPress, and sends webhook to URL. Each step is linked by plus signs, with options for editing or changing settings available.
Tags and lists in your connected CRM can be used both as triggers and conditions in Automator automations.

In this example, the automation only continues if the user has the tag Active Customer in ActiveCampaign.

#Mailing list integration

With Thrive Automator, WP Fusion is registered as a mailing list provider. This means that you can sync data to your CRM from other Thrive plugins, like Architect, Leads and Apprentice.

To use the integration, in the Actions dropdown, open the Email section, and choose either Add user in autoresponder or Tag user in autoresponder.

Screenshot of a form submit automation interface featuring WP Fusion CRM integration. It includes triggers, conditions, and actions such as adding to an autoresponder, checking user consent, and tagging with Opted-in to marketing. Active status is highlighted in green.
WP Fusion can create and tag contacts in your connected CRM based on Thrive Architect form submissions.

In this example, we are using a Thrive Architect form submission as a trigger. WP Fusion creates a contact record in the connected CRM (HubSpot), and applies the tag Form Submit.

If the lead opted in to marketing, it additionally applies the tag Opted-in to marketing.

WP Fusion’s Automator integration can also be used to apply tags based on events in other Thrive plugins, like Thrive Apprentice.

A screenshot of an automation setup in a software interface labeled Apprentice Automation shows it triggering an action when a user completes a course. This action seamlessly tags the user in the WP Fusion CRM integration autoresponder. Options include Save and finish.

In this example, the automation is triggered when a user completes a course in Apprentice, and WP Fusion applies the tag Completed Apprentice Course %course_title% in ActiveCampaign.

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