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SendPulse CRM for WooCommerce connects your WooCommerce store with SendPulse CRM.<\/p>\n\n
The plugin can synchronize:<\/p>\n\n
It also includes WooCommerce to CRM field mapping settings and PDF invoice support for CRM deal workflows.<\/p>\n\n
The plugin currently focuses on the core WooCommerce and SendPulse CRM synchronization scenarios and continues to evolve alongside the SendPulse CRM platform.<\/p>\n\n
SendPulse CRM is an actively developed platform with a much broader feature set than is currently exposed through this WooCommerce integration.\nNew SendPulse CRM features may become available before support for them is added to this WooCommerce integration.<\/p>\n\n
This plugin itself is free and open source.\nHowever, it requires an active SendPulse CRM account with API access enabled. API access is available only on paid SendPulse CRM plans.\nBefore installing the plugin, please verify that your SendPulse CRM subscription includes API access and the CRM functionality required by your store.<\/p>\n\n
This plugin acts as a synchronization layer between WooCommerce and SendPulse CRM.<\/p>\n\n
Some synchronization capabilities depend on the limits of your selected SendPulse CRM plan.<\/p>\n\n\n\n\n Feature\n Available Range\n\n\n\n\n Product Categories\n 1 to 100+\n\n\n Products\n 20 to Unlimited\n\n\n Pipelines\n 2 to 100\n\n\n Contacts\n 50,000 to Unlimited\n\n\n Tasks\n 500 to Unlimited\n\n\n Automations (Flows)\n 5 to Unlimited\n\n\n Webhooks\n Not available on all plans\n\n\n Documents\n Not available on all plans\n\n\n\n\n
For example, WooCommerce product categories are synchronized with SendPulse CRM categories. If your CRM account reaches the category limit defined by your subscription plan, the plugin may be unable to create additional categories and product synchronization can be affected.<\/p>\n\n
Likewise, product synchronization depends on the product limits available in your SendPulse CRM plan.<\/p>\n\n
The plugin itself does not impose these limits. It serves as a bridge between WooCommerce and SendPulse CRM. Any limits related to products, categories, contacts, pipelines, automations, or other CRM entities are determined by your SendPulse CRM subscription plan.<\/p>\n\n
Please refer to the official SendPulse CRM pricing page for the most up-to-date plan limits and available features:<\/p>\n\n
https:\/\/login.sendpulse.com\/crm\/plans<\/p>\n\n
This plugin is designed for WooCommerce merchants who use SendPulse CRM as their primary sales and customer management platform and need automatic synchronization between both systems.<\/p>\n\n
This plugin connects to the SendPulse API at Service provider: SendPulse Inc. \/ SendPulse<\/p>\n\n Terms of Service: https:\/\/sendpulse.com\/legal\/terms\nPrivacy Policy: https:\/\/sendpulse.com\/legal\/pp<\/p>\n\n\n Generate your SendPulse API credentials in your SendPulse account:\nhttps:\/\/login.sendpulse.com\/settings\/api<\/p>\n\n Account Settings \u2192 API \u2192 Client credentials<\/p>\n\n The plugin requires:<\/p>\n\n You can generate API credentials in your SendPulse account:<\/p>\n\n Account Settings \u2192 API \u2192 Client credentials<\/p>\n\n Direct link:<\/p>\n\n https:\/\/login.sendpulse.com\/settings\/api<\/p>\n\n The plugin requires:<\/p>\n\n Important:<\/p>\n\n For security reasons, the Client Secret is displayed only once when it is generated.<\/p>\n\n Make sure to store it in a secure location. If the secret is lost, it cannot be viewed again and must be regenerated from the SendPulse account settings.<\/p><\/dd>\n Yes. WooCommerce must be installed and active.<\/p><\/dd>\n Yes. The plugin works as a bridge between WooCommerce and SendPulse CRM and requires an active SendPulse CRM account.<\/p><\/dd>\n Yes. The plugin itself is free and open source.<\/p>\n\n However, SendPulse CRM API access is available only on paid SendPulse CRM plans. Please review the available CRM plans before installing the plugin.<\/p><\/dd>\n The plugin can synchronize:<\/p>\n\n Available synchronization capabilities may vary depending on your SendPulse CRM plan.<\/p><\/dd>\n Yes. Existing WooCommerce products can be synchronized with SendPulse CRM.<\/p><\/dd>\n Yes. Existing WooCommerce customers can be synchronized with SendPulse CRM.<\/p><\/dd>\n Yes.<\/p>\n\n When a WooCommerce order is created, the plugin can automatically create a corresponding deal in SendPulse CRM.<\/p>\n\n The plugin can also synchronize WooCommerce order status changes with the associated CRM deal, helping keep both systems aligned throughout the order lifecycle.<\/p><\/dd>\n Yes.<\/p>\n\n The plugin can synchronize WooCommerce order status changes with the corresponding SendPulse CRM deal stage.<\/p>\n\n This allows your sales team to track order progress directly from SendPulse CRM without manually updating deal statuses.<\/p><\/dd>\n The most common reasons are:<\/p>\n\n Please review your SendPulse CRM subscription limits and plugin settings.<\/p><\/dd>\n WooCommerce product categories are synchronized with SendPulse CRM categories.<\/p>\n\n If your CRM account has reached the category limit defined by your subscription plan, the plugin may be unable to create additional categories.<\/p><\/dd>\n Yes.<\/p>\n\n The plugin itself does not impose limits on products, contacts, categories, pipelines, tasks, or automations.<\/p>\n\n These limits are determined by your SendPulse CRM subscription plan.<\/p><\/dd>\n After activation, open the SendPulse CRM settings page in the WordPress admin area.<\/p><\/dd>\n Not yet.<\/p>\n\n This plugin is currently focused on the most common WooCommerce synchronization scenarios. SendPulse CRM is actively evolving and may include features that are not yet available through this WooCommerce integration.<\/p><\/dd>\n Please refer to the official SendPulse CRM pricing page:<\/p>\n\n https:\/\/login.sendpulse.com\/crm\/plans<\/p><\/dd>\n No.<\/p>\n\n The plugin relies on the SendPulse CRM API to synchronize WooCommerce data with your CRM account.<\/p>\n\n If your SendPulse CRM subscription does not include API access, synchronization features will not be available.<\/p><\/dd>\n\n<\/dl>\n\n\nhttps:\/\/api.sendpulse.com<\/code>.\nThe service is used to create and update CRM contacts, deals, products, categories, comments, files and images, and related CRM records in the connected SendPulse account.\nData is sent only after a store administrator configures SendPulse API credentials in the plugin settings and only for synchronization features enabled by the store administrator when WooCommerce events trigger CRM synchronization actions.\nDepending on the enabled synchronization flow, the transmitted data may include order, customer, product, and category data, billing and shipping details, contact information, order notes and comments, product images and files, and invoice or file metadata.<\/p>\n\n\n
\/wp-content\/plugins\/sendpulse-crm-for-woocommerce<\/code> directory, or install the plugin through the WordPress plugins screen.<\/li>\nPlugins<\/code> screen in WordPress.<\/li>\n\n
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Where do I get my SendPulse API credentials?<\/h3><\/dt>\n
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Does this plugin require WooCommerce?<\/h3><\/dt>\n
Does this plugin require a SendPulse CRM account?<\/h3><\/dt>\n
Is the plugin free?<\/h3><\/dt>\n
What data can be synchronized?<\/h3><\/dt>\n
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Can I synchronize existing WooCommerce products?<\/h3><\/dt>\n
Can I synchronize existing WooCommerce customers?<\/h3><\/dt>\n
Does the plugin create deals automatically?<\/h3><\/dt>\n
Does the plugin synchronize order status changes?<\/h3><\/dt>\n
Why are some products not synchronized?<\/h3><\/dt>\n
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Why are some categories not synchronized?<\/h3><\/dt>\n
Do CRM plan limits affect synchronization?<\/h3><\/dt>\n
Where are the plugin settings?<\/h3><\/dt>\n
Does the plugin support all SendPulse CRM features?<\/h3><\/dt>\n
Where can I find current SendPulse CRM plan limits?<\/h3><\/dt>\n
Can I use the plugin without API access?<\/h3><\/dt>\n
1.0.0<\/h4>\n\n
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