Displaying CRM Data in WordPress Using Custom Values

The Custom Values integration in the CRM WordPress Plugin allows you to display live data from your CRM account directly within your WordPress pages and posts using simple shortcodes. This powerful feature brings the same dynamic personalization capabilities used in your funnels, emails, and automations to your WordPress website—all without requiring any coding knowledge or complex configuration.

Understanding Custom Values in WordPress

Custom Values in WordPress synchronize key-value pairs from your CRM sub-account (including both system-generated and user-defined values) and make them available as WordPress shortcodes. When a visitor loads a page containing these shortcodes, the plugin automatically retrieves the most current data from your CRM, ensuring your content remains up-to-date without manual intervention.

Key Advantages

• Consistent Experience Across Channels: Use the same dynamic data in your automations, emails, and WordPress website.
• Real-Time Updates: Modify a value once within your CRM, and the change will reflect instantly on your WordPress site.
• No-Code Solution: Simply paste a shortcode into your content instead of writing or editing code.
• Reusable Templates: Create client website templates with placeholders that automatically populate when synchronized.
• Seamless Ecosystem Integration: Effortlessly incorporate your WordPress site into your broader CRM strategy.

How the Integration Works

The CRM Plugin establishes a secure connection between your WordPress site and your CRM sub-account. Once authorized, it performs the following actions:

• Fetches all available system and custom values.
• Stores them locally on your WordPress site for quick access.
• Automatically resynchronizes the data every 12 hours (a manual sync option is also available).

This process ensures your WordPress content consistently reflects the latest information from your CRM account.

Using Shortcodes in WordPress

Shortcodes enable you to insert live, dynamic data anywhere within your WordPress content—whether you're using a page builder, block editor, or classic editor.

Shortcode Syntax:

[hl_custom_value name="custom_values.your_key"]

Example:

To display a festive greeting stored in your CRM, you would use: [hl_custom_value name="custom_values.festive_greeting"]

These shortcodes are compatible with popular page builders like Elementor, Divi, Beaver Builder, and the native Gutenberg block editor—essentially any builder that supports standard WordPress shortcodes.

Managing Custom Values in WordPress

Within your WordPress admin dashboard, you can access the CRM Custom Values section to oversee your synchronized data. This interface allows you to:

• View all synced Custom Values and their current data.
• Copy shortcodes with a single click for easy insertion.
• Initiate a manual resync or manage automatic synchronization settings.
• Filter values based on the folder structure from your CRM.

This centralized management area simplifies the process of organizing and accessing your synchronized data directly from WordPress.

Dynamic Content Display

When a visitor accesses a page containing a Custom Value shortcode, the plugin renders the value in real time. If you use caching plugins on your site, you might encounter stale data unless appropriate cache rules are configured.

Best Practices for Caching:

• Enable the "Purge cache on resync" option if you have caching active.
• Avoid caching pages that display values specific to individual contacts.
• Always perform a manual resync after making updates to values within your CRM.

Setup Instructions

To connect your WordPress site with your CRM account, ensure you're using CRM Plugin version 3.5.0 or newer.

1. In your WordPress admin panel, navigate to the CRM settings.
2. Select the "Connect Account" option.
3. Authorize the connection using your CRM login credentials.
4. Choose the appropriate sub-account and grant the necessary permissions.

Once successfully connected, the plugin will display a confirmation message and begin the initial synchronization process. After synchronization completes, visit the Custom Values section within the plugin to verify that your data has been imported. You can then copy any shortcode and place it within your page or post content using your preferred editor. When published, your WordPress site will dynamically display the synchronized CRM data.

Frequently Asked Questions

Does this support contact-specific values?
Yes, contact-level values are supported if the visitor is tracked via a cookie or URL parameter.

Will using this plugin slow down my website?
No. The values are cached locally and are only refreshed during synchronization operations, minimizing performance impact.

Can I connect multiple CRM sub-accounts to a single WordPress installation?
Each WordPress installation can connect to one CRM sub-account. For managing multiple clients, consider using WordPress multisite.

What happens if a value is deleted in my CRM?
The value will appear blank on your WordPress site until you perform a resync or replace the value.

Who is authorized to connect a WordPress site to a CRM account?
Only CRM users who have API access permissions for the specific sub-account can authorize the WordPress connection.