标签： installation-guides

How to Connect KlickTipp to WordPress

In this video, you will learn how to install WP Fusion and set up a direct connection to your Klick-Tipp account.
To get started install and activate the WP Fusion plugin, then navigate to settings -> WP Fusion.
From the 『Select Your CRM』 list choose 『Klick-Tipp』.
Enter your Klick-Tipp username and password into the appropriate fields in WP Fusion and click on 『Connect』.
WP Fusion will now establish a direct connection to your Klick-Tipp account and import your tags and custom fields.

To finalize the process click on 『Save Changes』.

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How to Connect Salesflare to WordPress

In this video, you will learn how to install WP Fusion and set up a direct connection to your Salesflare account.
To get started install and activate the plugin, then navigate to settings -> WP Fusion.
From the 『Select Your CRM』 dropdown choose 『Salesflare』.
To enable the connection we need to locate the API key.
This can be found by logging into your SalesFlare account and navigating to Settings -> API Keys
Then click on the 『Plus』 icon in the bottom right and give your API key a name.

Next, copy the key and paste it into the appropriate field in WP Fusion.
Then click on 『Connect』

WP Fusion will now establish a direct connection to your SalesFlare account and import your tags and custom fields.
To finalize the process click on 『Save Changes』

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How to Connect Mailchimp to WordPress

In this video, you will learn how to install WP Fusion and set up a direct connection to your Mailchimp account.
To get started install and activate the plugin, then navigate to settings » WP Fusion.
From the 『Select Your CRM』 dropdown choose 『Gist』.
To enable the connection to Mailchimp we need to locate your API Key.
This can be found by logging into your Mailchimp account and navigating to Account » Extras » API Keys.

Copy the API Key and paste it into the appropriate field in WP Fusion.

Then, click on 『Connect』.
WP Fusion will now establish a direct connection to your Mailchimp account and import your tags and custom fields.
To finalize the process click on 『Save Changes』.

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How to Connect Salesforce to WordPress

In this video, you will learn how to install WP Fusion and set up a direct connection to your Salesforce account.
To get started install and activate the plugin, then navigate to settings -> WP Fusion.
From the 『Select Your CRM』 dropdown choose 『Salesforce 』.
To enable the connection we need to authorize with Salesforce and generate access keys for your website.
1. Click 『Authorize with Salesforce』:

2. Login to your WP Fusion account:

3. Allow WP Fusion (OAuth):

WP Fusion will now establish a direct connection to your Salesforce account and import your tags and custom fields.

To finalize the process click on 『Save Changes』.

4. Important: Complete the app installation in Salesforce.
WP Fusion is now connected to Salesforce, but the access will expire when your refresh token expires.
To prevent the refresh token from expiring, go to Salesforce and navigate to Setup » Connected Apps OAuth Usage and click Install next to WP Fusion.

#Refresh Token Policy
By default WP Fusion is installed with an indefinite refresh token.
However, we have seen some Salesforce apps with different security policies that cause the WP Fusion app to get installed with a temporary refresh token.
That means that when the refresh token expires, you』ll need to click the Reauthorize With Salesforce link again.
To fix this, head to Settings » Connected Apps » WP Fusion and make sure the Refresh Token Policy is set to Refresh token is valid until revoked.

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How to Connect MailerLite to WordPress

In this video, you will learn how to install WP Fusion and set up a direct connection to your MailerLite account.
To get started install and activate the plugin, then navigate to settings -> WP Fusion.
From the 『Select Your CRM』 dropdown choose 『MailerLite』.
To enable the connection to MailerLite we need to locate your API key.
This can be found by logging into your MailerLite account and clicking on the profile icon in the top right hand corner.
Then choose 『Integrations』

Next to 『Developer API』 click on 『Use』


Copy the API key and paste into the appropraite field in WP Fusion.

Then, click on 『Connect』.
WP Fusion will now establish a direct connection to your MailerLite account and import your tags and custom fields.
To finalize the process click on 『Save Changes』.

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How to Connect Salesforce to WordPress

In this video, you will learn how to install WP Fusion and set up a direct connection to your Salesforce account.
To get started install and activate the plugin, then navigate to settings -> WP Fusion.
From the 『Select Your CRM』 dropdown choose 『Salesforce 』.
To enable the connection we need to authorize with Salesforce and generate access keys for your website.
1. Click 『Authorize with Salesforce』:

2. Login to your WP Fusion account:

3. Allow WP Fusion (OAuth):

WP Fusion will now establish a direct connection to your Salesforce account and import your tags and custom fields.

To finalize the process click on 『Save Changes』.

4. Important: Complete the app installation in Salesforce.
WP Fusion is now connected to Salesforce, but the access will expire when your refresh token expires.
To prevent the refresh token from expiring, go to Salesforce and navigate to Setup » Connected Apps OAuth Usage and click Install next to WP Fusion.

#Refresh Token Policy
By default WP Fusion is installed with an indefinite refresh token.
However, we have seen some Salesforce apps with different security policies that cause the WP Fusion app to get installed with a temporary refresh token.
That means that when the refresh token expires, you』ll need to click the Reauthorize With Salesforce link again.
To fix this, head to Settings » Connected Apps » WP Fusion and make sure the Refresh Token Policy is set to Refresh token is valid until revoked.

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How To Connect Mautic To WordPress

In this video, you will learn how to install WP Fusion and set up a direct connection to your Mautic account.
To get started install and activate the plugin, then navigate to settings -> WP Fusion.
Next, go to settings -> WP Fusion
And from the 『Select Your CRM List』 choose 『Mautic』
To enable the connection to Mautic we first need to enable API access in your Mautic account.
To do this, log in to Mautic and click on the gear icon in the top right, then choose 『Configuration』.

Click on 『API Settings』
And select 『Yes』 for API Enabled and 『Enable basic auth』
Then, click on 『Apply』.

Finally, return to WordPress and enter your Mautic URL, Username and Password.

Then click on 『Connect』
WP Fusion will now establish a direct connection to your Mautic account and import your tags and custom fields.
To finalize the process click on 『Save Changes』.
 

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How to Connect Sendinblue to WordPress

In this video, you will learn how to install WP Fusion and set up a direct connection to your Sendinblue account.
To get started install and activate the plugin, then navigate to settings -> WP Fusion.
From the 『Select Your CRM』 dropdown choose 『Sendinblue』.
To enable the connection to Sendinblue we need to locate your API Key.
This can be found by logging into your Sendinblue account and clicking on the Profile icon in the top right-hand corner and choose 『SMTP & API』.

Make sure it』s API v3 key.

Copy the API Key and paste it into the appropriate field in WP Fusion.

Then, click on 『Connect』.
WP Fusion will now establish a direct connection to your Sendinblue account and import your tags and custom fields.
To finalize the process click on 『Save Changes』.

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How to Connect NationBuilder to WordPress

In this video, you will learn how to install WP Fusion and set up a direct connection to your NationBuilder account.
To get started install and activate the plugin, then navigate to settings -> WP Fusion.
From the 『Select Your CRM』 list choose 『NationBuilder』
To enable the connection to NationBuilder we need to locate your Nation Slug.
To find the 『Nation Slug』 login to your NationBuilder account and look at the URL in your browser』s address bar.
The first part, immediately after https and prior to 『NationBuilder』 is your subdomain. Or in your NationBuilder navigate 『Settings -> Nation Defaults』 and look on your 『Primary website』

Copy the Nation slug and paste it into the appropriate field in WP Fusion.

Then, click on 『Authorize with NationBuilder』.
WP Fusion will now establish a direct connection to your NatinBuilder account and import your tags and custom fields.
To finalize the process click on 『Save Changes』.

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How to Connect User.com to WordPress

In this video, you will learn how to install WP Fusion and set up a direct connection to your User.com account.
To get started install and activate the plugin, then navigate to settings -> WP Fusion.
From the 『Select Your CRM』 dropdown choose 『User.com』
To enable the connection we need to locate the App Subdomain and the API key
This can be found by logging into your User.com account and navigating to your App.
To find the App Subdomain, you can look at the URL in your browser』s address bar. The first part, immediately after https and prior to 『user.com』 is your App subdomain.

For the API Key, you can find it under Settings -> App Settings -> Advanced -> Public REST API keys.

Copy the 『App Subdomain』 and 『API Key』 and paste it into the appropriate field in WP Fusion.
Then click on 『Connect』

WP Fusion will now establish a direct connection to your User.com account and import your tags and custom fields.
To finalize the process click on 『Save Changes』.

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