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SendPulse CRM for WooCommerce

开发者 sendpulse
更新时间 2026年6月19日 19:21
PHP版本: 8.3 及以上
WordPress版本: 7.0
版权: GPLv2 or later
版权网址: 版权信息

标签

woocommerce crm sendpulse

下载

1.0.0

详情介绍:

SendPulse CRM for WooCommerce connects your WooCommerce store with SendPulse CRM. The plugin can synchronize: It also includes WooCommerce to CRM field mapping settings and PDF invoice support for CRM deal workflows. The plugin currently focuses on the core WooCommerce and SendPulse CRM synchronization scenarios and continues to evolve alongside the SendPulse CRM platform. SendPulse CRM is an actively developed platform with a much broader feature set than is currently exposed through this WooCommerce integration. New SendPulse CRM features may become available before support for them is added to this WooCommerce integration.

安装:

  1. Upload the plugin files to the /wp-content/plugins/sendpulse-crm-for-woocommerce directory, or install the plugin through the WordPress plugins screen.
  2. Activate the plugin through the Plugins screen in WordPress.
  3. Make sure WooCommerce is installed and active.
  4. Open the plugin settings page and enter your SendPulse API credentials.
  5. Generate your SendPulse API credentials in your SendPulse account: https://login.sendpulse.com/settings/api
Account Settings → API → Client credentials The plugin requires: * Client ID * Client Secret 6. Configure pipeline, stage, and field mapping settings as needed.

升级注意事项:

1.0.0 Initial public release.

常见问题:

Where do I get my SendPulse API credentials?

You can generate API credentials in your SendPulse account: Account Settings → API → Client credentials Direct link: https://login.sendpulse.com/settings/api The plugin requires:

  • Client ID
  • Client Secret
Important: For security reasons, the Client Secret is displayed only once when it is generated. Make sure to store it in a secure location. If the secret is lost, it cannot be viewed again and must be regenerated from the SendPulse account settings.

Does this plugin require WooCommerce?

Yes. WooCommerce must be installed and active.

Does this plugin require a SendPulse CRM account?

Yes. The plugin works as a bridge between WooCommerce and SendPulse CRM and requires an active SendPulse CRM account.

Is the plugin free?

Yes. The plugin itself is free and open source. However, SendPulse CRM API access is available only on paid SendPulse CRM plans. Please review the available CRM plans before installing the plugin.

What data can be synchronized?

The plugin can synchronize:

  • products;
  • product categories;
  • customers and contacts;
  • orders and CRM deals;
  • order-related comments;
  • product images and files;
  • PDF invoices.
Available synchronization capabilities may vary depending on your SendPulse CRM plan.

Can I synchronize existing WooCommerce products?

Yes. Existing WooCommerce products can be synchronized with SendPulse CRM.

Can I synchronize existing WooCommerce customers?

Yes. Existing WooCommerce customers can be synchronized with SendPulse CRM.

Does the plugin create deals automatically?

Yes. When a WooCommerce order is created, the plugin can automatically create a corresponding deal in SendPulse CRM. The plugin can also synchronize WooCommerce order status changes with the associated CRM deal, helping keep both systems aligned throughout the order lifecycle.

Does the plugin synchronize order status changes?

Yes. The plugin can synchronize WooCommerce order status changes with the corresponding SendPulse CRM deal stage. This allows your sales team to track order progress directly from SendPulse CRM without manually updating deal statuses.

Why are some products not synchronized?

The most common reasons are:

  • SendPulse CRM plan limits have been reached;
  • category limits have been reached;
  • product limits have been reached;
  • API credentials are incorrect;
  • required CRM entities are unavailable on the selected CRM plan.
Please review your SendPulse CRM subscription limits and plugin settings.

Why are some categories not synchronized?

WooCommerce product categories are synchronized with SendPulse CRM categories. If your CRM account has reached the category limit defined by your subscription plan, the plugin may be unable to create additional categories.

Do CRM plan limits affect synchronization?

Yes. The plugin itself does not impose limits on products, contacts, categories, pipelines, tasks, or automations. These limits are determined by your SendPulse CRM subscription plan.

Where are the plugin settings?

After activation, open the SendPulse CRM settings page in the WordPress admin area.

Does the plugin support all SendPulse CRM features?

Not yet. This plugin is currently focused on the most common WooCommerce synchronization scenarios. SendPulse CRM is actively evolving and may include features that are not yet available through this WooCommerce integration.

Where can I find current SendPulse CRM plan limits?

Please refer to the official SendPulse CRM pricing page: https://login.sendpulse.com/crm/plans

Can I use the plugin without API access?

No. The plugin relies on the SendPulse CRM API to synchronize WooCommerce data with your CRM account. If your SendPulse CRM subscription does not include API access, synchronization features will not be available.

更新日志:

1.0.0