The Complete Guide to the CRM WordPress Plugin

Connecting Your CRM to Your WordPress Website

Integrating your CRM with your WordPress website is a straightforward process that unlocks powerful marketing and communication tools directly within your site. The CRM WordPress Plugin eliminates the need for complex embed codes, allowing you to seamlessly display chat widgets, funnel pages, and dynamic content.

Key Features of the CRM Plugin

The plugin transforms your standard WordPress site into a dynamic extension of your CRM with several key features:

• Live Chat Widget: Engage with website visitors in real-time. Once enabled, the chat widget you configured in your CRM will appear on your site, and all conversations will be routed to your CRM's Conversations section.
• Funnel Pages: Host your CRM funnels directly on your WordPress domain. This provides a seamless brand experience and can improve page loading speeds compared to external funnel pages.
• Dynamic Custom Values: Automatically sync information like phone numbers or addresses from your CRM to your website using simple shortcodes. When you update a value in the CRM, it updates everywhere on your site.
• Easy Embedding: Add CRM assets like forms, surveys, and calendars to any page or post using dedicated blocks or shortcodes within the WordPress editor.

Installing the Plugin

The installation method depends on where your WordPress site is hosted.

For Sites Hosted on the CRM Platform

If your WordPress site is hosted through the integrated platform hosting, the plugin is automatically installed and connected for you. To verify, log into your WordPress dashboard and look for the CRM tab in the left-hand menu. The connection status should show as "Connected."

For Externally Hosted WordPress Sites

If your site is hosted elsewhere, you can install the plugin manually:

1. In your WordPress dashboard, go to Plugins > Add New.
2. Search for the CRM plugin in the repository.
3. Click "Install Now" and then "Activate."
4. After activation, go to the plugin's settings and click "Sign In" to connect it to your CRM account.

Using the Plugin Features

Enabling the Chat Widget

You no longer need to manually add code to your site's header.

1. Go to the CRM plugin settings within your WordPress dashboard.
2. Find the Chat Widget settings section.
3. Check the box to enable the widget.
4. Click "Save." The widget from your CRM will now be visible on your site.

Embedding Funnels

To host a CRM funnel on your WordPress domain:

1. Navigate to the CRM > Funnels section in your WordPress menu.
2. Click "Add New."
3. Use the dropdown menus to select the specific Funnel and Funnel Step from your CRM.
4. Assign a URL slug for the page (e.g., yourdomain.com/special-offer).
5. Save your changes. The funnel step will now be live on your site.

Using Custom Value Shortcodes

Display and automatically update CRM data on your site using shortcodes.

In the WordPress text editor, use the following format: [lc_custom_value key="your_custom_value_key"].

For example, if your business phone number is stored in your CRM with the key business_phone, you would use the shortcode [lc_custom_value key="business_phone"]. The displayed number will update automatically whenever it is changed in the CRM.

Troubleshooting Common Issues

Chat Widget Not Appearing

If the chat widget is enabled but not showing on your live site, the issue is typically related to caching. Clear the cache from your WordPress caching plugin, your server's cache via your hosting dashboard, and perform a hard refresh in your browser.

Custom Value Shortcode Shows Blank

If a custom value shortcode displays nothing, first confirm that the custom value has data assigned to it within your CRM. Second, ensure you are using the exact key name in the shortcode, without any additional symbols like curly brackets.

Plugin Shows as Disconnected

If the plugin status is "Disconnected," it may be because you recently regenerated your API key in the CRM. To fix this, go to the CRM plugin tab in WordPress, clear the old key, paste in the new API key, and save the settings.

If you continue to experience issues after following these steps, please contact our support team for assistance.