In an eCommerce-based site, Users are allowed to sign up to purchase the product or add it to a shopping cart. You can use this Leads Builder module to automatically sync these users to your CRM.
Select Plugin Custom Fields: Choose MemberPress, ACF Free, ACF Pro, Ultimate Member, or WP-Members to sync the custom fields data along with default Users fields in WordPress.
- Sync WordPress Users: Choose Leads or Contacts to sync the Users to CRM leads or contacts.
- Configure Mapping: Click on Configure Mapping to map the CRM fields with the WordPress User fields. Then select the Update button to save the mapping.
- On Duplicate Data: You can choose to create, update, or skip to handle repetitive User Sync.
- Auto Sync WordPress Users to CRM: Enable this setting to capture WordPress Users as leads or contacts in your CRM automatically.
- Manual Sync for WordPress Users to CRM: Captures existing users as leads or contacts in your CRM. We recommend using this option when you initially set it up.
- Assign Lead Owner to WordPress Users in CRM: Select the Lead Owner from the dropdown to assign the new Lead/Contact created in your CRM. The list displays the email addresses of your sales representatives. The list displays the email addresses of your sales representatives.The last option, Round Robin, enables you to automate the assignment process by allotting each sales rep consecutively in the listed order.
