WP Fusion

WP Fusion has built a reputation as a robust marketing automation plugin for WordPress, promising seamless integration with CRMs and email marketing tools.

WP Fusion pulls together marketing automation and CRM integration right inside WordPress. The plugin’s main purpose? Connect WordPress seamlessly with over 100 popular tools — from leading CRMs to advanced email marketing platforms.

As part of our InfluenceWP First Look series, we’re taking an honest, unsponsored look at this powerful tool, aiming to share exactly what new users can expect.

How to Get the Best Deal on WP Fusion

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Exploring WP Fusion’s Website and Key Features

Navigating the WP Fusion Website

We dove right into the WP Fusion website from the ground up, beginning in the footer — a habit that often reveals hidden gems like documentation and integration lists. WP Fusion doesn’t disappoint. They showcase over 100 plugin integrations, covering top CRMs, advanced e-commerce plugins, learning management systems, and more.

Here are the main categories WP Fusion highlights for integration:

• ActiveCampaign
• HubSpot
• Mailchimp
• Drip
• MailPoet
• WooCommerce
• MemberPress
• LearnDash

And many others. The menu links to a full list for anyone needing specific plugin names.

Common Use Cases for WP Fusion

Right from the homepage, several uses stand out:

• Connect WordPress with your CRM or email marketing tool without code
• Restrict or grant access to content based on CRM data
• Track user purchases and subscription status
• Send WordPress form submissions straight to your CRM
• Recover abandoned carts with automated follow-ups

Automation tools help with:

• Engaging students based on course progress
• Monitoring last login and flagging stale accounts
• Targeting emails based on purchase history
• Awarding badges or achievements based on timers and logic

Synchronization features include:

• Collecting extended user profiles and syncing them with your CRM
• Displaying CRM data within WordPress dashboards or pages
• Updating lifetime value, user details, and syncing accounts across multiple WordPress installations

All of these capabilities make WP Fusion more than just an add-on — it positions itself as a workflow accelerator.

Highlights: Documentation, Affiliate Program, and Add-Ons

Navigating the rest of the site uncovers a few more resources:

• Affiliate program: For those who want to spread the word and earn.
• Detailed documentation: Searchable, up-to-date, and thorough — this lowers the learning curve for new users.
• Add-ons: These extend WP Fusion even further with capabilities like:
  • Abandoned cart tracking
  • Enhanced e-commerce
  • Media and event tracking
  • Login inactivity tags
  • Webhook connectors (pushes data to Zapier or other automation tools)

The documentation impressed us with its clarity and a responsive search feature. Each module has its own guide, and the WP Fusion changelog shows regular development and updates.

We also noticed an active “About Us” section. It lists Jack Arturo as the founder — someone well known in the WordPress space for transparency and generosity. The team showcases their names and faces, building trust and accountability.

Setting Up WP Fusion: Installation and Initial Configuration

Licensing and CRM Selection

After installing the WP Fusion plugin, the first setup steps are easy to follow. You need a valid license key (sent to you after purchase), and the plugin immediately prompts you to select your CRM or email marketing platform. Options include:

• ActiveCampaign
• MailPoet
• Mailchimp
• HubSpot
• Drip
• Infusionsoft/Keap
• ConvertKit
• FluentCRM
• And many others

Choosing the right CRM early matters since some options, like field syncing or tag automation, depend on your CRM’s features. Switching later is possible but may require reconfiguring some settings.

Default Settings Overview

WP Fusion’s General Settings tab provides several useful defaults:

• Auto-create contact records: When a new user registers in WordPress, a contact is created automatically in your chosen CRM (e.g., MailPoet).
• Profile sync: Profile updates and custom field changes in WordPress push over to the CRM.
• Contact field mapping: The plugin detects available fields (like first name, last name, and email address). If you have e-commerce plugins like WooCommerce, you’ll also see customer, order, and subscription fields.

Below is a simple example:

WordPress Field	CRM/Email List Field	Example Use
First Name	First Name	Welcome emails
Last Name	Last Name	Receipt emails
Email Address	Email	All automations
Order #	Order Reference	Post-purchase flows

Some features, such as advanced webhooks, content restriction, or imported user automation, are more advanced and best explored once you’ve mastered the basics.

MailPoet Tip: If you’re using MailPoet (Free), note that transactional emails (confirmations) will not work unless you set up an SMTP server. The premium version lifts some restrictions, but WP Fusion helps bridge the gap even for free users.

Integrating WP Fusion with MailPoet and WooCommerce Subscriptions

Let’s walk through a real-world setup by combining WP Fusion with MailPoet for email automation and WooCommerce Subscriptions for membership payments.

MailPoet Integration Workflow

We created a new MailPoet list named “Fusion.” WP Fusion’s automation lets us add all new WordPress users to this list as they register. The process looks like this:

1. Install MailPoet and WP Fusion.
2. Set up a MailPoet list dedicated to WP Fusion automation.
3. In WP Fusion’s general settings, choose MailPoet as your CRM.
4. Assign new user registrations to the “Fusion” list.

Once registered, users show up in the new list. However, they’re marked as unconfirmed until they verify via MailPoet’s confirmation email, which helps with GDPR compliance and healthier inbox delivery.

Tips for MailPoet and WP Fusion:

• Always confirm SMTP settings if emails aren’t sent.
• Use MailPoet Premium or proper SMTP to ensure transactional emails go out.
• To refresh available lists, use WP Fusion’s sync button after creating new lists in MailPoet.
• Verify the list selection in WP Fusion settings following each MailPoet change.

WooCommerce and WooCommerce Subscriptions Integration

We enabled both the WooCommerce and WooCommerce Subscriptions plugins during our test. WP Fusion recognizes these plugins and lets us automate subscriber flows tied to product purchases and membership changes.

Key steps:

1. Go to a WooCommerce subscription product and open the WP Fusion meta box.
2. Choose which MailPoet lists to assign when:
   • A new subscription is purchased
   • A subscription is refunded, canceled, or lapses
3. Activate “Remove from list when subscription is canceled” for automatic management.

The process is smooth, but expect a delay due to WordPress’s background cron jobs. Changes may take several minutes to reflect in lists — normal for plugins that batch sync to avoid server overload.

Note: Product restriction and tagging go beyond just order states. We can make products visible only to users in certain CRM lists, which makes membership and gated content easier to manage.

Troubleshooting and Tips

• If syncing doesn’t update instantly, check cron job intervals. Most hosts set these at 5 minutes by default.
• Use the “Process WP Fusion actions again” button on subscription records to manually force updates.
• Always review field mapping and refresh available lists if new tags or lists aren’t showing up.

A Closer Look at Advanced WP Fusion Settings and Features

WP Fusion crams advanced settings into a straightforward interface. Here’s an overview of the highlights:

Plugin Integrations and Compatibility

WP Fusion detects which plugins you’ve installed and loads compatibility modules for each. For WooCommerce, this means new automation options in products. For LMS plugins, course progress can trigger marketing automations.

Additional features include:

• Form autologin: Log users in automatically from confirmation links.
• ThriveCart integration: Automate onboarding for online course and product purchases.
• Link tracking: Monitor clicks and trigger CRM automations based on URL interactions.

Content Restriction and Site Lockout

The plugin lets us restrict full pages, posts, or specific blocks in the Gutenberg editor. Tags control user access, unlocking content for certain customers or members. The site lockout feature can block non-tagged users from the entire site, ideal for private memberships.

For SEO, we can show content excerpts to search engines, helping restricted content rank while protecting member-only material.

Logging and Troubleshooting

WP Fusion offers robust logging — errors, info, warnings, HTTP API calls — all filterable by type, status, or date range. This helps with troubleshooting, bug reports, and support.

Admins see badge notifications in the backend for errors or warnings. Logs can be exported to CSV for deeper analysis or sharing with support.

Batch Operations, Import/Export, and Performance

Bulk operations help with mass user syncing and field mapping. If you want a common configuration across many sites, import/export tools transfer all WP Fusion settings in seconds.

Performance features include:

• Toggle on/off background cron jobs
• Adjust task intervals for sync and API calls
• Limit contact record creation by user roles
• Staging mode for safe site testing before rollout

The plugin also supports activity tracking, user deletion tagging, and menu visibility controls based on user tags — ideal for nuanced membership sites.

How WP Fusion Changes Marketing Automation and User Management on WordPress

WP Fusion gives non-developers real power over their marketing and CRM automation, without the need for custom code or expensive offsite tools. By connecting over 100 plugins and dozens of major CRMs, WP Fusion lets us build user experiences that feel custom — but are easy to manage.

The big win lies in tags. When a user buys, cancels, or completes an activity, their tag changes, and automation follows. This method powers personalized campaigns, content gating, abandoned cart recovery, and much more.

Key benefits include:

• Deep CRM and email marketing integration
• Flexible automation for memberships, courses, and e-commerce
• Hands-off syncing and field mapping
• Transparent activity and error logs
• Ability to restrict products, content, and even menu items by user status
• Export/import tools for fast onboarding on new projects

Whether you’re building a single membership site or managing dozens of client projects, WP Fusion keeps data connected, workflows clean, and marketing nimble.

Final Thoughts

WP Fusion delivers on the hype for WordPress marketing automation and CRM control. For anyone serious about e-commerce, memberships, or growing a content-driven business, it’s a tool well worth exploring.

Ready to explore WP Fusion for your WordPress projects? Head over to wpfusion.com for all documentation, pricing, and a complete list of integrations.