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Users to CRM Contacts

Det här tillägget har inte testats med någon av de 3 senaste huvudversionerna av WordPress. Det kanske inte längre underhålls och kan ha kompatibilitetsproblem när det används tillsammans med nyare versioner av WordPress.

Users to CRM Contacts

Av Dipesh Patel
Ladda ner

Beskrivning

This plugin integrates your WordPress site with SugarCRM/SuiteCRM, enabling smooth data exchange between your website users and SugarCRM/SuiteCRM contacts.

Features:
– Automatically sync WordPress users to SugarCRM/SuiteCRM.
– Map user meta fields to SugarCRM/SuiteCRM contact fields.
– Create and update SugarCRM/SuiteCRM contacts directly from WordPress.
– Handle duplicate records with robust conflict management.

Use Cases:
– Simplify lead management by syncing website registrations to SugarCRM/SuiteCRM.
– Update SugarCRM/SuiteCRM contacts when users modify their profiles.
– Avoid duplicate records with a seamless email-based search.

Why Use This Plugin?
With this plugin, you can automate your workflow and enhance your CRM’s usability by keeping your user data in sync with SugarCRM/SuiteCRM.

Skärmdumpar

Plugin API settings.
Plugin API settings.
List of contact module fields.
List of contact module fields.
Select user fields and hit the right sign button.
Select user fields and hit the right sign button.
Check 'Save to CRM'
Check ’Save to CRM’
In user edit page you can see 'Update to CRM' button. Always update the user first and then update to CRM
In user edit page you can see ’Update to CRM’ button. Always update the user first and then update to CRM
When user's email ID already exist in CRM contact module
When user’s email ID already exist in CRM contact module
When same email ID exist in CRM contact module more than once
When same email ID exist in CRM contact module more than once

Vanliga frågor

Which username/password do i need to set?

You need to set username/password of your SugarCRM/SuiteCRM user. Once you have successfully tested your credentials, Click on SAVE button to save your User/Password into WordPress database.

I want to synchronize additional fields of different module other then Contact module.

No you cannot synchronize fields of any other modules related with Contact. Only Contact module fileds will be synchronized.

Recensioner

Detta tillägg har inga recensioner.

Bidragsgivare och utvecklare

”Users to CRM Contacts” är programvara med öppen källkod. Följande personer har bidragit till detta tillägg.

Bidragande personer

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Ändringslogg

Version 1.3

Release Date : 21 July 2021
* Bug fixes and code improvements.
* Test the plugin with the latest WordPress version 5.8

Version 1.4

Release Date : 01 Apr 2022
* Bug fixes and code improvements.
* Test the plugin with the latest WordPress version 5.9.2
* Sweetalert js added for alert popup
* Enable support for multilanguage

Version 1.5

Release Date : 18 Oct 2022
* Bug fixes and code improvements.
* Test the plugin with the latest WordPress version 6.0.2 and PHP 8

Meta

  • Version 1.6
  • Senast uppdaterat 2 år sedan
  • Aktiva installationer 10+
  • WordPress-version 5.6 eller senare
  • Testat upp till 6.7.7
  • PHP-version 7.4 eller senare
  • Språk
    English (US)
  • Avancerad vy

Betyg

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Support

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