=== FlowSync - Sync WordPress Users to Any CRM (HubSpot, Pipedrive, Brevo, Zoho & SuiteCRM) ===
Contributors: webpressdigital
Tags: crm, sync, integration, marketing automation, membership
Requires at least: 6.0
Tested up to: 7.0
Requires PHP: 8.0
Stable tag: 1.2.2
License: GPL-2.0-or-later
License URI: https://www.gnu.org/licenses/gpl-2.0.html

Sync WordPress users, members, and form leads to your CRM. Works with HubSpot, Pipedrive, Zoho, Brevo, SuiteCRM and more.

== Description ==


[FlowSync](https://flowsync.site/?utm_source=wprepo&utm_medium=link&utm_campaign=liteversion) is a WordPress CRM and email automation plugin. It helps you sync members, customers, users, and form leads to Brevo, Mailchimp, HubSpot, Klaviyo, and more based on real activity on your site.

Build contact sync workflows from three parts:

1. **Trigger** - an event happens, such as a user registration, subscription change, order update, or form submission. (Page visit tracking is part of FlowSync Pro.)
2. **Conditions** - choose who or what the workflow should apply to.
3. **Actions** - send email, assign roles, update user meta, delay work, sync contacts, add contacts to CRM targets, remove contacts from CRM targets, or send an outgoing webhook.

Workflow data, run logs, settings, and tracking events are stored on your own WordPress site. External CRM services are contacted only when you configure that integration and a workflow action needs to use it.

[Website](https://flowsync.site/?utm_source=wprepo&utm_medium=link&utm_campaign=liteversion) | [Documentation](https://flowsync.site/docs/?utm_source=wprepo&utm_medium=link&utm_campaign=liteversion) | [Support](https://flowsync.site/support/?utm_source=wprepo&utm_medium=link&utm_campaign=liteversion)

= Built-in integrations =

Send contacts to ActiveCampaign, AWeber, Beehiiv, Birdsend, Brevo, Campaign Monitor, Constant Contact, Drip, EmailOctopus, Flodesk, FluentCRM, GoHighLevel, Google Sheets, HubSpot, Kit, Klaviyo, listmonk, Mailchimp, MailerLite, MailPoet, Pipedrive, SendGrid, Sendy, SuiteCRM, TAPNET Lead Engine, Zoho Campaigns, and Zoho CRM.

Trigger workflows from WordPress user events, WooCommerce (including Subscriptions and Memberships), Easy Digital Downloads, SureCart, ProfilePress, MemberPress, Paid Memberships Pro, LearnDash, LifterLMS, Tutor LMS, GiveWP, and every major form plugin: Contact Form 7, Divi Email Optin, Elementor Forms, Fluent Forms, Formidable Forms, Forminator, Gravity Forms, Ninja Forms, SureForms, and WPForms.

[See the full integration directory](https://flowsync.site/integrations/?utm_source=wprepo&utm_medium=link&utm_campaign=liteversion)

= Key features =

* Trigger-based workflow builder.
* AND/OR condition groups.
* Source-aware condition fields.
* Per-action field mapping.
* Action Scheduler or WP-Cron backed queues.
* Manual workflow runs.
* Run logs and integration sync logs.
* External webhook action for workflow delivery to administrator-configured URLs.

= FlowSync Pro =

FlowSync Pro adds capabilities the free plugin does not contain:

* AffiliateWP source. Triggers for affiliate registered, approved, and status changed, plus referral earned, paid, and status changed.
* SliceWP source. The same affiliate and commission lifecycle for sites running SliceWP.
* Page visit tracking, so workflows can run against the pages someone viewed.
* Inbound and two-way contact sync. The free plugin pushes to your CRM. Pro also pulls changes back into WordPress.
* Your CRM's own custom fields and attributes in the field mapper, on top of the core identity fields.

[Compare FlowSync and FlowSync Pro](https://flowsync.site/pricing/?utm_source=wprepo&utm_medium=link&utm_campaign=liteversion)

== Installation ==

1. Upload the plugin folder to `/wp-content/plugins/`, or install it from the Plugins screen in WordPress.
2. Activate the plugin.
3. Go to **FlowSync -> Integrations** and configure any CRM services you want to use.
4. Go to **FlowSync -> Workflows** and create your first automation.

== Frequently Asked Questions ==

= Does this require a third-party service? =

No third-party service is required to create local WordPress workflows. CRM integrations call their respective provider APIs only after an administrator configures credentials and a workflow uses that provider. OAuth-based connections use the FlowSync OAuth broker described below.

= Is page tracking enabled by default? =

The free plugin does not include page-visit tracking at all. It ships with FlowSync Pro, where it is disabled by default. When enabled, FlowSync stores local event records that can include a user ID for logged-in users, event type, page URL, and sanitized event metadata.

= What REST API permissions are used? =

Administrative REST endpoints require a logged-in user with `manage_options` and WordPress REST nonce authentication through the `X-WP-Nonce` header. Public tracking and CRM webhook endpoints are intentionally public, rate-limited or provider-verified, and do not expose protected WordPress data.

== Third-Party Services ==

FlowSync connects to third-party services only when an administrator configures the related integration. Each service is contacted to validate the account and to read or write lists, contacts, tags, and custom fields for the actions you configure.

* ActiveCampaign: your account-specific API URL entered in the integration settings (for example `https://youraccount.api-us1.com`). Terms: `https://www.activecampaign.com/legal/terms`. Privacy: `https://www.activecampaign.com/legal/privacy-policy`.
* AWeber: `https://api.aweber.com/`. Terms: `https://www.aweber.com/legal.htm`. Privacy: `https://www.aweber.com/privacy.htm`.
* Beehiiv: `https://api.beehiiv.com/`. Terms: `https://www.beehiiv.com/tou`. Privacy: `https://www.beehiiv.com/privacy`.
* Birdsend: `https://api.birdsend.co/`. Terms: `https://birdsend.co/legal/legal-policy/`. Privacy: `https://birdsend.co/legal/privacy-policy/`.
* Brevo: `https://api.brevo.com/`. Terms: `https://www.brevo.com/legal/termsofuse/`. Privacy: `https://www.brevo.com/legal/privacypolicy/`.
* Campaign Monitor: `https://api.createsend.com/`. Terms: `https://www.campaignmonitor.com/policies/#terms-of-use`. Privacy: `https://www.campaignmonitor.com/policies/#privacy-policy`.
* Constant Contact: `https://api.cc.email/`. Terms: `https://www.constantcontact.com/legal/terms`. Privacy: `https://www.constantcontact.com/legal/privacy-notice`.
* Drip: `https://api.getdrip.com/`. Terms: `https://www.drip.com/terms`. Privacy: `https://www.drip.com/privacy`.
* EmailOctopus: `https://api.emailoctopus.com/`. Terms: `https://emailoctopus.com/legal/terms`. Privacy: `https://emailoctopus.com/legal/privacy`.
* Flodesk: `https://api.flodesk.com/`. Terms: `https://flodesk.com/terms-of-service`. Privacy: `https://flodesk.com/privacy-policy`.
* GoHighLevel: `https://services.leadconnectorhq.com/`. Terms: `https://www.gohighlevel.com/terms-of-service`. Privacy: `https://www.gohighlevel.com/privacy-policy`.
* Google Drive and Google Sheets: `https://www.googleapis.com/` and `https://sheets.googleapis.com/`. Terms: `https://policies.google.com/terms`. Privacy: `https://policies.google.com/privacy`.
* HubSpot: `https://api.hubapi.com/`. Terms: `https://legal.hubspot.com/terms-of-service`. Privacy: `https://legal.hubspot.com/privacy-policy`.
* Kit: `https://api.convertkit.com/`. Terms: `https://kit.com/terms`. Privacy: `https://kit.com/privacy`.
* Klaviyo: `https://a.klaviyo.com/`. Terms: `https://www.klaviyo.com/legal/terms-of-service`. Privacy: `https://www.klaviyo.com/legal/privacy-policy`.
* Mailchimp: `https://*.api.mailchimp.com/`. Terms: `https://mailchimp.com/legal/terms/`. Privacy: `https://mailchimp.com/legal/privacy/`.
* MailerLite: `https://connect.mailerlite.com/`. Terms: `https://www.mailerlite.com/legal/terms-of-service`. Privacy: `https://www.mailerlite.com/legal/privacy-policy`.
* Pipedrive: Terms: `https://www.pipedrive.com/en/terms-of-service`. Privacy: `https://www.pipedrive.com/en/privacy`.
* SendGrid: `https://api.sendgrid.com/`. Terms: `https://www.twilio.com/en-us/legal/tos`. Privacy: `https://www.twilio.com/en-us/legal/privacy`.
* Zoho Campaigns: Terms: `https://www.zoho.com/terms.html`. Privacy: `https://www.zoho.com/privacy.html`.
* Zoho CRM: Terms: `https://www.zoho.com/terms.html`. Privacy: `https://www.zoho.com/privacy.html`.
* TAPNET Lead Engine: `https://tapnet.com/modules/addons/tapnet_lead_engine/api/landing_page_intake.php`, or the intake URL you enter in the integration settings. Lead data sent includes email, name, and any fields you map. Terms: TAPNET_TERMS_URL_TO_CONFIRM. Privacy: TAPNET_PRIVACY_URL_TO_CONFIRM.
* FlowSync OAuth broker: used only for OAuth integrations to start, complete, and refresh OAuth credentials. Service: `https://oauth.flowsync.site/`. Data may include provider slug, return URL, nonce, access token, refresh token, expiry values, account identifiers, and OAuth scope. Terms: `https://flowsync.site/terms/`. Privacy: `https://flowsync.site/privacy-policy/`.

These integrations contact no central service:

* FluentCRM and MailPoet: used locally through their WordPress plugin APIs when those plugins are installed and active.
* Sendy, listmonk, and SuiteCRM: self-hosted software. FlowSync sends requests only to the installation URL you enter in the integration settings. Software: `https://sendy.co/`, `https://listmonk.app/`, `https://suitecrm.com/`.

== Screenshots ==

1. Workflow builder.
2. Integration cards and connection settings.
3. Runs log.

== Changelog ==

= 1.2.2 =
* Improved: Shorten the Plugins screen name of FlowSync.

= 1.2.1 =
* New: Easy Digital Downloads source. Run workflows on completed orders, subscription renewals, and refunds, filtered by order total or product.
* New: LifterLMS source. Triggers for course enrolled and completed, lesson completed, quiz passed and failed, certificate earned, and membership enrolled, expired, or cancelled.
* New: manual runs can replay stored form entries, so you can back-fill leads collected before you connected a CRM. Forminator first.
* Improved: the field mapper's picker searches as you type, and the workflow's own source sorts to the top.

= 1.2.0 =
* Important: Pipedrive now connects with OAuth instead of an API token. If you already connected Pipedrive, open Integrations and connect the account again. Pipedrive actions will not sync until you do.
* New: TAPNET Lead Engine integration. Send WordPress users and form submitters to your TAPNET intake source as leads when they register, buy, or submit a form.
* New: optional sound feedback in the admin screens. Short sounds play on clicks, toggles, and notices. This is off by default. Turn it on with the sound toggle in the sidebar, next to the theme toggle.
* Fix: manual run progress rows showed "Invalid Date" instead of the time each user finished.
* Note: TAPNET has no lists, so the action sends every lead to the intake source your API key belongs to.

= 1.1.0 =
* New: FlowSync is now AI ready. It registers with the WordPress Abilities API (WordPress 6.9 and later), so AI assistants and MCP clients can work with FlowSync directly.
* New: Comment Posted trigger on the WordPress source.
* New: SureCart source for stores that do not run WooCommerce. Run workflows on checkouts, purchases, and subscription renewals, filtered by order status, total, product, or collection.
* Note: AI access uses the same manage_flowsync permission as the rest of the plugin.

= 1.0.1 =
* New: Divi Email Optin source.
* New: the `flowsync_divi_optin_custom_fields` filter adds your own fields to the Divi Email Optin module's custom field list.
* Security: API keys are now encrypted at rest, matching how OAuth tokens are already stored.
* Security: integration settings no longer return a saved password in the REST response.
* Fix: activating MailPoet no longer fatals the site.
* Fix: sync loop prevention now uses an atomic lock when a persistent object cache is available.
* Fix: the dashboard's recent activity refreshes right after a run instead of waiting for the cache to expire.

= 1.0.0 =
* Initial release.

== Upgrade Notice ==

= 1.2.2 =
Cosmetic only. Shows the short name FlowSync on the Plugins screen.

= 1.2.1 =
Adds Easy Digital Downloads and LifterLMS sources, and lets manual runs replay past form submissions.

= 1.2.0 =
Pipedrive now uses OAuth, so reconnect your Pipedrive account after updating. Adds the TAPNET Lead Engine integration.

= 1.1.0 =
Adds AI support through the WordPress Abilities API so assistants and MCP clients can manage FlowSync.

= 1.0.1 =
Security and reliability fixes.

= 1.0.0 =
First public release of FlowSync.
