In this guide, you will learn how to install Copper and set up a direct connection to integrate your WordPress website with your Copper account.
To get started install and activate the plugin, then navigate to Settings » WP Fusion.
From the ‘Select Your CRM’ dropdown choose ‘Copper’.
We will need to enter two pieces of information in the configuration
- Your ‘Email’
- Your ‘API Key’
To find your API key in Copper, navigate to Settings » Integrations » API Keys. Click the ‘Generate API Key’ button.
Copy your Email and API Key, and paste them into the appropriate fields in WP Fusion.
Then click ‘Connect’ to initialize the connection.
Once the connection is completed, click Save Changes below to save the changes.
That’s it! Your site is connected, and new WordPress users and customers will automatically be synced with Copper in real-time.
- For exporting historical data from before you installed WP Fusion, check out the Exporting Data guide.
- For mapping and syncing additional custom fields with Copper, see the Syncing Contact Fields guide.
- For using Copper tags to track activity in WordPress and personalize the user experience, check out the Working with Tags and Restricting Access to Content guides.
#Webhooks
Using webhooks in Copper, you can automatically sync tag changes and contact updates from Copper back to WordPress. You can even import new users based on Copper contacts.
For more information, see the documentation on Copper Webhooks.
