How To Connect Ontraport to WordPress

How To Connect Ontraport to WordPress

In this video, you will learn how to install WP Fusion and set up a direct connection to your Ontraport account.
To get started install and activate the plugin, then navigate to settings -> WP Fusion.
And from the 『Select Your CRM List』 dropdown choose 『Ontraport』.
We will need to locate two pieces of information

Your APP ID
Your API Key

To generate these credentials login to your Ontraport account and hover over the 『Your Account』 icon in the top right. Then select 『Administration』:

Click on the 『Integrations』 tab and choose 『Ontraport API Instructions and Key Manager』:

Click on the 『New API Key』 button

Give it a name
Select the Owner
The click on 『Save』 in the top right.

 
Click on the Name
Then copy the APP ID, and paste into WP Fusion
and do the same with the API key
Finally, click on 『Test Connection』.
 

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

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Caldera Forms

Caldera Forms

#Overview
WP Fusion integrates with Caldera Forms to add contacts to your CRM when they submit a form on your site. You can also tag contacts based on the form that was submitted.
#Setup
After creating your form, go to the form Processors tab, and click Add Processor.

From the list select WP Fusion, and a settings panel will display.

At the top you can enter a comma-separated list of any tags you』d like to be applied when the form is submitted.
Beneath this is a list of all the available fields in your CRM. For each field you can associate a field from your form by clicking on the box in the right column.

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How to Connect KlickTipp to WordPress

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 Zoho to WordPress

How to Connect Zoho to WordPress

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



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

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How to Connect PulseTechnologyCRM to WordPress

How to Connect PulseTechnologyCRM to WordPress

In this video, you will learn how to install WP Fusion and set up a direct connection to your PulseTechnologyCRM account.
To get started install and activate the WP Fusion plugin, then navigate to settings -> WP Fusion.
From the 『Select Your CRM』 list, choose 『PulseTechnologyCRM』.
Next, we will need to locate three pieces of information to initiate the connection. The 『Pulse application URL』, 『Client ID』 and the 『Secret』.
Login to your PulseTechnologyCRM account and navigate to 『My Apps』 and there you can see the 『Pulse application URL』

To find the 『Client ID』 and the 『Client Secret』, navigate to 『Integrations』 and click on 『Create Client』.

Enter the 『Client Name』 and the 『Redirect URL』 (which you could find in the WP Fusion Setup)


After creating the 『Client』, copy the Client ID and Secret, and paste into WP Fusion.

And, click on 『Save Changes』.

Then you』ll have to Authorize the connection. And WP Fusion will now establish a direct connection to your PulseTechnologyCRM and import your tags and custom fields.

To finalize the process click on 『Save Changes』.

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How to Connect FluentCRM (REST API) to WordPress

How to Connect FluentCRM (REST API) to WordPress

In this video, you will learn how to install WP Fusion and set up a direct connection to your FluentCRM (REST API) account.
To get started install and activate the plugin, then navigate to settings -> WP Fusion.
From the 『Select Your CRM』 dropdown choose 『FluentCRM (REST API)』. Enter the URL to your website where FluentCRM is installed.
Then, click on 『Connect』.

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

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How to Connect BirdSend to WordPress

How to Connect BirdSend to WordPress

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

2. Login to your WP Fusion account:

3. Authorize WP Fusion:

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

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How to Connect HubSpot to WordPress

How to Connect HubSpot to WordPress

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

Choose an 『Account』

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

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How to Connect GetResponse to WordPress

How to Connect GetResponse to WordPress

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

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 GetResponse account and import your tags, lists and custom fields.
To finalize the process click on 『Save Changes』.

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How to Connect Capsule to WordPress

How to Connect Capsule to WordPress

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

And click on 『API Authentication Tokens』


Copy the API token and paste into the appropriate field in WP Fusion.
Then click on 『Connect』.

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

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