Plugin info

Total downloads: 2,551
Active installs: 10
Total reviews: 0
Average rating: 0
Support threads opened: 0
Support threads resolved: 0 (0%)
Available in: 1 language(s)
Contributors: 1
Last updated: 12/15/2024 (382 days ago)
Added to WordPress: 6/23/2018 (7 years old)
Minimum WordPress version: 5.6
Tested up to WordPress version: 6.7.4
Minimum PHP version: 7.4

Maintenance & Compatibility

Maintenance score

Possibly abandoned • Last updated 382 days ago

26/100

Is Users to CRM Contacts abandoned?

Possibly abandoned (last update 382 days ago).

Compatibility

Requires WordPress: 5.6
Tested up to: 6.7.4
Requires PHP: 7.4

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Description

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.

Installation

No installation instructions available

Frequently Asked Questions

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.

Review feed

No reviews available

Screenshots

  1. Plugin API settings.

    Plugin API settings.

  2. List of contact module fields.

    List of contact module fields.

  3. Select user fields and hit the right sign button.

    Select user fields and hit the right sign button.

  4. Check 'Save to CRM'

    Check 'Save to CRM'

  5. 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

  6. When user's email ID already exist in CRM contact module

    When user's email ID already exist in CRM contact module

  7. When same email ID exist in CRM contact module more than once

    When same email ID exist in CRM contact module more than once

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