WooCommerce: How To Set Up CRM & Email Marketing Integrations

Running an online store involves using multiple tools such as CRM and email marketing platforms. Connecting these systems together allows you to better segment your audience based on shopping behavior and send targeted email campaigns to nurture leads and drive conversions.

Unfortunately, WooCommerce doesn’t provide an easy way to integrate with these platforms out of the box.

In this post, I’ll walk you through the steps of connecting your WooCommerce store to top CRM and email service providers using the FuseWP plugin. You’ll learn how to automatically sync your customer data to your email list and assign tags and categories based on the products they purchase.

What Is Email Marketing and Marketing Automation?

Email marketing involves sending educational and promotional emails to targeted lists of subscribers. This could include newsletters with product updates, educational content showing how to best use your products, or sales and discount offers.

Marketing automation takes this a step further by automating targeted newsletters based on customer behaviors and actions.

For example, when a customer makes a purchase, they’re added to a particular email list, which triggers the post-purchase email sequence.

By default, WooCommerce doesn’t sync customer data with email marketing platforms. You’ll need a plugin to bridge this gap.

One popular solution is to use the FuseWP to connect your store with email marketing and CRM services. The plugin allows you to create automatic syncing rules that add customers to your email list based on their user roles after checkout. If their user role changes, they are automatically moved to the relevant email list.

This allows you to segment your audience based on how they interact with your store and send targeted marketing emails.

Let’s take a look at how to install and connect the plugin to WooCommerce, WooCommerce Memberships, and WooCommerce Subscriptions.

Installing FuseWP and Connecting It to Your CRM

To start, download and install the FuseWP plugin on your WordPress site.

Next, you’ll need to connect your CRM or email marketing platform account with FuseWP. To do that, click the FuseWP option in the WordPress admin area and you’ll see a list of the supported integrations.

FuseWP integrates with popular email marketing platforms such as Mailchimp, ActiveCampaign, Constant Contact, Campaign Monitor, AWeber, ConvertKit, Brevo (Sendinblue), HubSpot, Sendy, Klaviyo, and Flodesk. MailerLite, Infusionsoft, and Zoho are next in the line to join the list.

As an example, I’ll walk you through connecting FuseWP to Mailchimp. But, you can follow the same steps to connect other supported CRM and marketing platforms.

  1. Click “Configure” next to Mailchimp.
  2. This will open a popup, where you need to click the “Connect to Mailchimp” button.
  3. You’ll be redirected to authorize FuseWP to access your Mailchimp account. Log in if prompted and grant FuseWP the requested permissions to access your Mailchimp account.
  4. Once authorized, you’ll be redirected back to your WordPress site.

With the connection established, you can proceed to add sync rules to automate the flow of WooCommerce data into your CRM system. Let’s first start with the core WooCommerce plugin.

Adding WooCommerce Customers to CRM After Checkout

The FuseWP plugin enables setting up real-time syncing based on key WooCommerce data like products, categories, and tags.

To create a new rule, navigate to FuseWP > User Sync and click the Add Sync Rule button.

Select the data source, which could be a specific product, category, or tag. Based on this source, FuseWP will monitor order data and sync customer details to your CRM or email list.

Next, we’ll need to configure the destination. For each order status like Completed or Refunded, you can define the list customers get added or removed from.

To do so, click the Add Destination button and start adding different order statuses of the selected WooCommerce product. For each other order status, you can select the CRM or ESP and define which list they’re added to and what tags are applied.

FuseWP also lets you do custom field mapping. This means that you can sync your customer data from WooCommerce to the corresponding fields in your CRM. This includes data such as customer name, address, phone number, and much more.

Once completed, repeat the steps to add destinations for other product statuses such as Canceled, Refunded, Failed, and more. Finally, save your changes to activate the sync.

Adding Members in WooCommerce Memberships to Your CRM

FuseWP also works with the WooCommerce Memberships plugin. This allows you to sync member data to CRM based on their subscribed membership plan and current status.

The automated syncing ensures that your marketing platforms always have the latest membership information. And, with accurate member data flowing seamlessly, you can effectively nurture members at every stage of their lifecycle and membership tenure.

To create a new sync rule, click the Add New button and select a specific membership plan as the source.

Now for each membership status, we need to define the appropriate list or segment that members should be added in your connected CRM or email marketing platform.

For example, members subscribed to your “VIP” plan with an Active status could sync to a “VIP Customers” list in your CRM. If their membership status changes to Cancelled, they will be removed from the “VIP Customers” list and added to the other list as defined in the destination.

Just like WooCommerce, you can also map custom fields for WooCommerce Memberships.

Adding Members in WooCommerce Subscriptions to Your CRM

Apart from WooCommerce and WooCommerce Memberships, FuseWP also works with stores that use the WooCommerce Subscriptions extension.

This allows you to keep subscriber data accurate across all connected platforms and empowers you to send targeted campaigns tailored to the subscription lifecycle.

Similar to the above two methods, go to User Sync and create a new rule by selecting a specific subscription product as the source.

Now, for each subscription status, define the appropriate list that customers should be added to in your connected CRM and email platform. You can also tag the contacts for better segmentation and personalization.

For example, customers subscribed to your “Gold Plan” with an Active status would sync to your “Customer” list with a Gold tag. If their subscription status changes to Cancelled, they are automatically removed from the “Customer” list and added to other lists defined in the destination.

Boost Your Sales with a Connected WooCommerce and CRM

Integrating your WooCommerce store with your CRM or email marketing platform allows you to deliver targeted campaigns to your customers. This further engages your customers and encourages repeat purchases, enhancing your eCommerce growth.

While there’s no direct integration available, FuseWP makes it simple to connect your WooCommerce store to the CRM of your choice. It offers key benefits such as:

  • Automatic syncing of changes happening in WooCommerce.
  • Sync based on triggers like specific products, categories, tags, memberships, subscriptions, and order statuses.
  • Custom field mapping.

Ready to do automatic segmentation of WooCommerce customers? Download and install the FuseWP plugin today!

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Rodolfo Melogli

Business Bloomer Founder

Author, WooCommerce expert and WordCamp speaker, Rodolfo has worked as an independent WooCommerce freelancer since 2011. His goal is to help entrepreneurs and developers overcome their WooCommerce nightmares. Rodolfo loves travelling, chasing tennis & soccer balls and, of course, wood fired oven pizza. Follow @rmelogli

2 thoughts on “WooCommerce: How To Set Up CRM & Email Marketing Integrations

  1. I’m giving FunnelKit a whirl on a project, as it purports to have a best-in-class Woocommerce integration. Curious if you’ve any comments on its reliability and reputation in the space; as you’ve got your ear to the street in all things Woo! Thank you!

    1. I can’t comment as I don’t use it. Hope it works well for you!

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