Overview
In this guide, you will learn how to install Flexie and set up a direct connection to integrate your WordPress website with your Flexie account.
To get started install and activate the plugin, then navigate to Settings » WP Fusion.
From the ‘Select Your CRM’ dropdown choose ‘Flexie’.
We will need to locate two pieces of information in the configuration
- Your ‘URL’
- Your ‘API Key’
To find your API key in Flexie CRM, log into your account, navigate to your profile settings in the top-right corner, and then go to the “API Settings” section where you will see your API key displayed. You can access it directly under your account details.
Copy the URL 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 Flexie 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 Flexie, see the Syncing Contact Fields guide.
- For using Flexie 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 Flexie worklows, you can automatically sync tag changes and contact updates from Flexie back to WordPress. You can even import new users based on Flexie contacts.
For more information, see the documentation on Flexie Webhooks.
