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Users to CRM Contacts

Deze plugin is niet getest met de laatste drie grote versies van WordPress. Mogelijk wordt het niet meer onderhouden of ondersteund. Er kunnen ook compatibiliteitsproblemen ontstaan wanneer het wordt gebruikt met recentere versies van WordPress.

Users to CRM Contacts

Door Dipesh Patel
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Beschrijving

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.

Schermafbeeldingen

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

FAQ

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.

Beoordelingen

Er zijn geen beoordelingen voor deze plugin.

Bijdragers & ontwikkelaars

“Users to CRM Contacts” is open source software. De volgende personen hebben bijgedragen aan deze plugin.

Bijdragers

Vertaal “Users to CRM Contacts” naar jouw taal.

Interesse in de ontwikkeling?

Bekijk de code, haal de SVN repository op, of abonneer je op het ontwikkellog via RSS.

Changelog

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

  • Versie 1.6
  • Laatst bijgewerkt: 2 jaar geleden
  • Actieve installaties: 10+
  • WordPress versie 5.6 of nieuwer
  • Getest t/m 6.7.7
  • PHP versie 7.4 of nieuwer
  • Taal
    English (US)
  • Geavanceerde weergave

Beoordelingen

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Ondersteuning

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