SMWP integration with a 3rd-party CRM system

[sub001]

Hi,

I realize this is probably beyond what I could expect from support, but here comes my question anyways…

I’m using SalesAutopilot.com as my default CRM system. This means that each time a new user registers via the SMWP plugin, I need to manually create a record for them in SA. Is there a way to automatically parse new user data from WP to SA (or the other way round, by using a SA registration form, instead)?

Thanks!

[mbrsolution]

Hi, unfortunately there is no integration addon for your CRM service. I have submitted a message to the plugin developers to investigate further your request.

Thank you

[sub001]

I know there is no integration addon for my specific CRM and I would not expect it as it is relatively unknown (albeit very powerful).

What I was hoping for are some pointers on how to go about creating such an addon, which I will be happy to share once developed. Ideally, a link to a tutorial or at least a generic list of steps.

[admin]

You could use the following action hook that is triggered by the simple membership plugin after a user completes the registration:

swpm_front_end_registration_complete_user_data

Using your custom code, you can then create a user account in your CRM system using the same data (username, email etc.) that is passed via that hook.

The following documentation has details on how to use that action hook
https://simple-membership-plugin.com/simple-membership-action-hook-reference/

[sub001]

Thank you very much!

[Author]

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