Plezi vs WP Fusion Lite – Marketing Automation and CRM Integration for WordPress

Plezi One is a free marketing tool that helps you easily understand your future clients’ digital journey, and transform more traffic into leads with forms. Generate leads from your website and use behavioral data to sell Forget about basic form submission and “contacts”. Plezi tells you where leads come from, what they do on your website, and when they return. Create, publish, and automate forms in a few minutes Track and understand your leads with analytics Take advantage of your existing materials One page report to easily understand how you perform online Get insights week after week on how you perform, with stats to prove it. No need for a dictionary: we keep everything simple. Automatic dashboards from traffic to leads Top content & SEO rankings Applicable data that doesn’t need translation About this plugin This plugin allows you to: have the Plezi tracking script through all your website pages publish your Plezi forms online, thanks to a tailored Plezi widget (on Gutemberg, Elementor and Divi builders) or simplified shortcodes take shortcuts to your Plezi dashboard to follow your website stats Who is Plezi? Plezi is a B2B SaaS that helps marketers generate qualified leads for their sales teams. Founded in 2015 by Renaud de Lacotte and Charles Dolisy, Plezi is the first digital marketing solution which is truly automated. Plezi is created to simplify your marketing by following each touchpoint of the B2B customer journey. Rather than concentrating on workflows, Plezi can help you generate quality leads through our Smart Campaigns, by segmenting and understanding the interests of your potential customers, reducing the sales cycle and identifying your target market. Install To use the Plezi plugin, you need to have a Plezi One account. Signup for free here. Inside your WordPress account, add the Plezi Plugin and activate it Inside the plugin, connect your Plezi account to WordPress with your API credentials Install Plezi’s tracking script on all your website pages Publish your first Plezi form : it can be a contact or demo form, a form to download your latest brochure or white paper -you name it! Privacy This plugin does not collect any user data. Only the tracking code added by this plugin is used by Plezi to collect all sorts of user data. You can learn more about Plezi Privacy here. This plugin does not connect to any third-party locations or services, but it does enable Plezi to collect all sorts of data.

WP Fusion Lite synchronizes your WordPress users with leading CRMs and marketing automation systems, keeps user profiles in sync with CRM contact records, and lets you protect site content based on CRM tags. Features Automatically create new contacts in your CRM when users register in WordPress Restrict access to site content using tags and lists in your CRM Synchronize any WordPress user data with custom fields in your CRM Apply tags when users register Import contacts from your CRM as new WordPress users and generate passwords for them Export WordPress users to your CRM as contact records Track visitor activity using your CRM’s tracking scripts (with supported CRMs) WP Fusion is a critical tool in our toolkit for our clients, and we VERY strongly encourage our clients to use WP Fusion if they have any kind of CRM. The software is top notch, and the support team is fast and friendly. Nothing but love for WP Fusion from my team here at House Trevethan. Allen Trevethan – House Trevethan Lite Version This is a free version of WP Fusion. WP Fusion Lite synchronizes your registered WordPress users with your connected CRM, including their name and email address. It does not apply tags based on purchases or course activity, sync form entries, sync customers, or detect any data generated by other plugins. For integration with WooCommerce, LearnDash, Gravity Forms, Elementor and over 100 other popular WordPress plugins, check out one of our paid licenses. Benefits ⚡ Replace Zapier, Integromat, and other integration tools. WP Fusion gives you a direct data sync between your site and your CRM, with no delays or limits. 🔒 Create easy to manage membership sites with drip-released content using timers and logic in your CRM. 💎 Personalize your site by displaying data from CRM contact records, and showing / hiding content based on a user’s CRM tags or lists. WP Fusion allows us to provide tailored customer experiences in WordPress that wow every time. Hundreds of plugins that used to be one size fits all, can now perform differently for each Ontraport contact. For example, a low scoring Ontraport contact can be presented with a winback customer journey in WordPress. This has allowed our clients to increase customer engagement and retention. It’s the only solution that should be considered for any WordPress integration. Josh Schleifer – Triple Canopy Docs and Tutorials 📦 Installation Guide 🔒 Controlling access to content with CRM tags 📝 Shortcodes 👀 Displaying CRM data in WordPress 🔥 Sync WordPress users with CRM contact records 🔑 Import users from your CRM and generate passwords 📤 Export users and metadata to your CRM 📈 Sync Google Analytics and other leadsource variables with your CRM 🏷️ Track user activity using tags 🔮 Auto login links WP Fusion builds a critical bridge between our WooCommerce powered ecommerce site and LifterLMS powered training site to our CRM ActiveCampaign. It was easy to set up. The technical support is above and beyond anything I’ve ever seen. What it does is clearly intelligently designed and well built. Chris Badgett – LifterLMS Supported CRMs and marketing automation platforms ActiveCampaign AgileCRM Autopilot Autonami Bento BirdSend Capsule Constant Contact ConvertKit Copper Customerly Customer.io Drift Drip EmailOctopus Emercury Encharge Engage EngageBay Flexie FluentCRM (same site or REST API) GetResponse Gist Groundhogg (same site or REST API) Growmatik HighLevel HubSpot Infusionsoft Intercom Jetpack CRM Kartra Kit Klaviyo Klick-Tipp Loopify MailChimp MailEngine MailerLite Mailjet MailPoet Maropost Mautic Microsoft Dynamics 365 MooSend NationBuilder Omnisend Ontraport Ortto Pipedrive Platform.ly PulseTechnologyCRM Quentn Salesflare Salesforce SendFox Sender.net SendinBlue Sendlane Tubular UserEngage WP ERP Zoho For more info on CRM compatibility, check out the compatibility table. WP Fusion is one of my secret weapons for getting WordPress to keep our member’s data synced with our CRM. This makes everything work so much better when you don’t have to worry about your members having issues logging into the member’s area. If you have or are considering having a membership website using WordPress this plugin is a must-have. It will save you hours of time and frustration. Greg Russell – SuccessTeam Marketing