WordPress users as CRM in Cloud contacts in a click
Select the WordPress user role(s) you need and click Export to CRM in Cloud.
New contacts will be created and existing ones updated, transferring all user information available.
Create companies in CRM in Cloud
With this option, if the user has filled in the company field in wordPress, for example by making a purchase, with the export to CRM in the Cloud not only the contact will be created or updated, but also the company.
Export the user orders
All user's WooCommerce orders can be exported to CRM in the Cloud as opportunities.
If a company connected to the user is also present, the same opportunities will also be added to the company for easier consultation.
Delete all data in a click
You can delete all the contacts in CRM in the Cloud with related opportunities and, if desired, the companies connected to them by activating the dedicated option.
Check the activities in progress
CRM in Cloud for WooCommerce uses Action Scheduler, a solid library that every month processes millions of payments for Subscriptions, webhooks for WooCommerce, as well as emails and other events for a range of other plugins.
By sending thousands of users with related companies and opportunities, you can always check the transfer status by going to WooCommerce / Status / Scheduled Actions.
Do you need more information?
For any doubts or questions please contact us using this form.