WP Fusion

As business owners, we’re very familiar with CRM software and why it’s important for managing customer relationships and growing your business.

However, we’ve also heard from lots of website owners who wish they could more closely integrate WordPress with their CRM. To help these people out, we’ve researched the different options to see how business owners can directly connect WordPress to their CRM.

In this WP Fusion review, we’re taking a closer look at a plugin that promises to do exactly that. We’ll be examining its features, support, pricing, and addons, to see whether it can deeply integrate your WordPress website and CRM.

Is WP Fusion the right CRM integration plugin and automation tool for you? Let’s find out, in this WP Fusion review.

WP Fusion: Why Use It in WordPress?

Many WordPress website owners use a customer relationship management (CRM) app or marketing automation tool to track leads, send broadcasts, turn one-time customers into recurring revenue streams, and perform other important tasks. However, by default your CRM and WordPress website don’t talk to each other directly.

That’s where WP Fusion comes in.

WP Fusion acts as a bridge between your WordPress website and CRM. It lets you sync your WordPress users and data with your CRM and marketing automation systems. You can then use this data to personalize the customer experience on your WordPress website.

WP Fusion can also apply tags to the user’s record based on the actions they perform on your website. This lets you monitor leads, visitors, and customers, and then trigger different automations and campaigns based on their CRM tags. For example, you might hide or show different blocks based on the contact’s tags, or add them to a specific email newsletter.

If you’re just getting started or have a limited budget, then you can download the lite version of WP Fusion from WordPress.org and connect to over 60 supported CRMs.

This free plugin can synchronize your user data with your CRM. It can also use tags to create dynamic content on your WordPress website, or even set up different drip campaigns based on each contact’s tags.

However, by upgrading to a premium plan you’ll unlock integrations for over 150 popular WordPress plugins including WooCommerce, LearnDash, and Elementor. This means you can connect your membership site, learning management system, or store to your CRM.

Some plans also come with premium addons, including extensions to help you run a profitable eCommerce business or membership website.

WP Fusion Review: Is It the Right Marketing Automation Tool for You?

Even with the right CRM, managing customer relationships can be challenging, especially since WordPress and your CRM ignore each other by default.

To fix this problem, many WordPress website owners use a tool to bridge the gap. WP Fusion promises to do exactly that, by directly connecting WordPress to your CRM over an API.

With that said, is WP Fusion the right automation tool for you? Let’s find out, in this detailed WP Fusion review.

1. Connects to WordPress Directly

WP Fusion directly connects your WordPress website to your CRM, so you don’t need to use a separate integration.

This can help you avoid delays when it comes to syncing data. For example, if you use an integration such as Zapier then any new data gets sent to Zapier’s website first. Zapier will then sync this information with your WordPress website. This multi-step process can sometimes result in significant delays.

Some integrations even limit how many tasks they can run per month, which can make it difficult to grow your business.

By contrast, WP Fusion connects WordPress to your CRM or marketing automation platform over an API, so you can avoid delays and monthly limits.

2. Supports Multiple CRMs and Tools

WP Fusion supports all the best CRMs including ActiveCampaign, Groundhogg, and FluentCRM. After installing and activating the plugin, you can simply select the CRM you want to use.

WP Fusion will then validate your API credentials, and load data from your chosen CRM such as the available tags and custom fields.

Beyond that, WP Fusion supports popular marketing automation platforms including Constant Contact, Autopilot, and Drip.

3. Integrates with 150+ WordPress plugins

WP Fusion integrates with over 150 of the most popular WordPress plugins. This makes it a versatile and flexible solution that’ll fit perfectly into your existing technology stack.

In fact, as part of the setup process WP Fusion will detect the plugins you’ve already installed, and then update its default settings based on those plugins.

4. Sync WordPress User Data

When you first install and activate the plugin, WP Fusion will scan all the users on your site and attempt to match them with contact records in your CRM. If it finds a match then it’ll load and cache the contact’s ID and tags in WordPress, for future use.

Even better, this sync is bidirectional. Behind the scenes, WP Fusion will push data from WordPress to your CRM every time someone creates an account, updates their profile, or WordPress runs a batch operation. Meanwhile, WP Fusion will pull data from your customer relationship management system into WordPress.

Going further, WP Fusion lets you connect specific types of data to fields inside your CRM.

To help you set up these mappings, WP Fusion organizes all your fields into collapsable sections based on the plugin that registered each field.

You can also fine-tune how the sync works, in WP Fusion’s settings.

5. Register New Contacts

By default, WP Fusion will automatically create a contact in your CRM when a new user registers in WordPress. You can also specify some tags that WP Fusion will assign to these new users.

In this way, you can easily track new contacts in your CRM, while keeping your website and CRM perfectly in sync.

6. Import Contacts From Your CRM

With WP Fusion, you can can import contacts from your CRM as new WordPress users. When WP Fusion imports a new user, it can generate a random 8 character password for them automatically, and then sync this password to a custom field in your CRM.

Similarly, WP Fusion will use the person’s email address as their username, but you can change this if you prefer.

7. Tag-Based Segmentation and Automation

WP Fusion can apply tags based on user activity across your website. This lets you track visitor activity and engagement, and perform complex automations. For example, you might unlock exclusive content or send special coupon codes to your most engaged users.

Every time WP Fusion applies a tag, it’ll immediately send that update to your CRM so it appears in the user’s record. You can also view each user’s CRM tags directly in the WordPress dashboard, and filter users based on these tags.

8. Supports Custom CSS

For more advanced users, WP Fusion lets you write CSS rules to style your site based on the user’s CRM tags. For example, you might hide a sales banner from all subscribers who’ve already bought a paid plan on your membership website.

9. Track Visitor Activity

WP Fusion can track visitor activity using your CRM’s tracking scripts.

To start, you can add or remove tags when a visitor views a particular page. For example, you might use this feature to confirm when a student starts a course. You can also monitor user engagement by tracking the time spent on a page and the number of times it’s viewed.

Another option is applying tags every time someone visits a post that has a particular category, tag, or custom taxonomy. This can help you identify the most popular topics on your blog, or the most popular products on your online store.

Going further, WP Fusion can apply tags when a link, button, or any other HTML element is clicked. For more advanced users, WP Fusion even includes a JavaScript API so you can apply tags and sync data to your CRM using your own JavaScript code.

Alternatively, WP Fusion can remove tags when the user views a particular page. For example, you might assign a ‘Profile Incomplete’ tag to all new users. You can then remove this tag when they visit your ‘Edit Profile’ page for the first time.

No matter how you track vistors, you can view all this data within your CRM. You can also create automated workflows that react to this information. For example, you might send an automated email to visitors who view a certain product page.

10. Personalize Your WordPress Website

Visitors tend to react more positively to targeted content. With that said, WP Fusion lets you personalize your website using data from your CRM contact records.

To start, WP Fusion has various shortcodes that can display data for the current user. You can also use these shortcodes to show different information and content to visitors who aren’t logged into an account.

Going further, you can show or hide entire blocks of content based on the user’s CRM tags. For example, you might display different online courses depending on the user’s membership level.

Just be aware that this personalization can cause performance problems. To help improve your website’s speed and performance, WP Fusion recommends configuring their plugin to load the data in WordPress first, so it doesn’t require an external API call.

11. Detailed Access Control Rules

Sometimes, you may want to control who can access your posts, pages, or WordPress forums. This can be particularly useful if you run a membership site, private WooCommerce store, elearning portal, or similar site.

In that case, WP Fusion can restrict your content based on the user’s tags, or whether they’re logged into an account. To start, you can create rules for entire post types, which is perfect when you already have a library of content.

Alternatively, you can restrict access to a specific category or taxonomy archive page, or even all the content that has a particular category or term.

In that case, WP Fusion can also hide these taxonomy terms from unauthorized users.

Want to set page-specific rules? WP Fusion adds a meta box to the WordPress block editor, so you can control access on a page-by-page basis.

This meta box also lets you set up redirects for unauthorized users.

To improve the visitor experience, WP Fusion can hide menu items based on the user’s permissions. This lets you create personalized menus, such as a list of all the modules this person can currently access.

When restricting content, you can set up a redirect URL for unauthorized users who try to access this content. Alternatively, you can create a message that WP Fusion will display instead.

By default, WP Fusion will hide your restricted content from search engine crawlers and social media platforms.

However, you can change this and allow search engines and social platforms to see an excerpt of the protected content, if you prefer.

Similarly, you can show an excerpt to people who don’t have permission to access that content. In this way, you can create a teaser that encourages visitors to sign up, or upgrade their subscription in order to view the full content.

12. Create Private Websites and Membership Sites

Want to create a private WordPress blog or website?

WP Fusion lets you deny access to logged-out users, or anyone who has a specific tag. For example, if you run a video membership site then you might create a ‘Payment Failed’ tag. You can then assign this tag to a user when their renewal payment fails.

You can also set up a redirect URL for these users. In our video membership example, you might redirect users to a payment or pricing page so they can renew their subscription.

13. Advanced Logging and Alerting

WP Fusion comes with a built-in logging tool that will record error messages, along with any API calls sent by WP Fusion, any webhooks received, and any new auto-enrollments.

WP Fusion lets you filter these logs by severity, plugin, and user, so you can easily find the information you need. If a problem happens, then WP Fusion can also notify you about the error via email, or by pinging you on Slack.

14. HTTP API Logging

Do you need to troubleshoot more complex issues that aren’t captured at the normal level of logging? Then you can enable WP Fusion’s API logging.

With that done, WP Fusion will record raw requests and responses to your CRM over the WordPress HTTP API. Each entry will contain the request URL, the time it took to perform the API call, the request parameters, and the raw response.

15. Abandoned Cart Addon

According to our shopping cart abandonment statistics, about 7 out of 10 people abandon their online carts before completing a purchase. That’s a huge problem for online marketplaces.

If you sell products online, then WP Fusion has an Abandoned Cart addon that lets you capture the customer’s name and email address before they complete the checkout process.

This add-on works with WooCommerce, Easy Digital Downloads, LifterLMS, MemberPress, and Paid Memberships Pro.

Assuming you’re using a supported platform, WP Fusion will add this user to your CRM as a new contact. If they don’t complete their purchase, then you can follow up with them, such as sending them an abandoned cart email.

Even better, WP Fusion can generate a cart recovery URL and add it to the person’s profile in your CRM. This means you can include a unique recovery URL in your emails, SMS messages, and any other communication channels you’re using. In this way, you can make it even easier for shoppers to recover their cart.

16. Enhanced eCommerce Addon

Do you use an eCommerce plugin?

WP Fusion’s Enhanced Ecommerce addon can create separate order records in your CRM’s eCommerce platform. This lets you see extra data alongside the contact’s record, such as products purchased, coupons and discounts used, and the customer’s lifetime value.

You can then use this additional information in your campaigns and automations.

17. Webhooks Add-on

The Webhooks addon lets you send data to third-party services when events happen in WP Fusion. For example, this addon can trigger Zapier when new users register on your site, or when a tag is applied or removed.

18. Media Tools Addon

Do you embed videos and audio files on your WordPress website? In that case, you can track how users are engaging with this content, with the Media Tools addon.

This WP Fusion extension can apply tags in your CRM, in response to different types of user interaction. For example, you might apply a tag every time a user starts or completes a video, or when they reach a specific timecode.

You can even use these tags in combination with WP Fusion’s content restriction features. As an example, you might only unlock a podcast episode once the student has listened to all the previous audio files.

19. Event Tracking Addon

Typically, tags are not great for tracking things that happen over time. For example, using tags to monitor a student’s journey through a course can result in a cluttered list of tags that doesn’t accurately show the sequence and timing of each course milestone.

WP Fusion’s Event Tracking addon aims to fix this by replacing these tags with events. For example, if you’re using ActiveCampaign then WP Fusion will record each milestone in a Recent Activities list, so you can see the full timeline.

20. Logins Addon

The Logins addon lets you track user logins on your site, and then perform actions if the user meets certain criteria. For example, you might apply a tag when a student hasn’t logged in for a certain period of time. You can then trigger a re-engagement workflow that encourages them to log back into your elearning portal.

21. Community and Professional Support

Even the most user-friendly plugins can sometimes require a little assistance. If you get stuck, then WP Fusion has online documentation that you can access 24/7.

Here, you’ll find a helpful getting started guide, plus tutorials on specific topics such as how to prevent sign-up spam by using double opt-ins.

There’s also a blog where the team posts advice on how to use WP Fusion with other tools, including HubSpot, Paid Memberships Pro, and ActiveCampaign.

Do you prefer one-on-one support? Then you can book a free consultation with a member of the WP Fusion team. This is your chance to ask questions or raise any concerns you might have about WP Fusion.

All the premium plans also come with professional support, so you can submit a ticket and get help directly from the experts.

Using the free plugin instead? Then you can still get help directly from the experts. Simply post your questions on the plugin’s official WordPress.org forum, and someone will get back to you as soon as possible.

No matter how you reach out, it’s always smart to include as much information about your problem as possible. This will help the support team understand the issue, so they can post a helpful response. For more on this topic, please see our guide on how to properly ask for WordPress support.

WP Fusion Review: Pricing and Plans

If you’re just getting started or have a limited budget, then you can download the free WP Fusion plugin from WordPress.org. This lets you connect WordPress to over 60 supported CRMs, and then set up a bi-directional sync so contacts and information gets shared across both platforms.

However, at some point you may need to upgrade to a premium plan, especially if you want to use data from other WordPress plugins.

If you choose to upgrade, then WP Fusion has 3 premium plans:

• Personal. For $297, you’ll get access to 150+ plugin integrations so you can use WP Fusion with BuddyBoss, WP Simple Pay, Thrive Apprentice, and many more plugins. This makes Personal a great starting point for all kinds of website.
• Plus. Priced at $427, this plan lets you install WP Fusion on a single site plus subdomains. It also gives you access to the 6 pro addons.
• Professional. For $647, you can use WP Fusion and the 6 premium addons with as many websites as you want. That said, this is a good option if you run a WordPress development agency and want to use the same tools across all your client sites.

WP Fusion Review: Is It the Right Marketing Automation Tool for You?

To sum up this WP Fusion review, we think that it’s a great tool for connecting WordPress to your CRM plus various marketing automation platforms.

Essentially, it can sync user data and actions between your WordPress site and CRM. This can save you a ton of time by streamlining your customer management workflows. At the same time, you can provide a better experience to your users by personalizing your content, or triggering automations based on their specific actions and interests.

We hope this WP Fusion review helped you decide whether it’s the right marketing automation plugin for you. Next, you may want to see our guide on how to set up Google Analytics goals for your website, or see our expert pick of the best live chat software for small businesses.

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