How to Connect Your WordPress Website to Housing Market CRM
Tutorial 160 of 181 · 1 min 22 s
The Housing Market WP Connect plugin links a WordPress website to your CRM. When you press Connect in the plugin, WordPress sends you to a consent page in your CRM that says which website is asking and exactly what it will be able to do. This tutorial shows that page, approves the connection, and then finds the connected website under Settings, Integrations, where you can disconnect it at any time.
In this tutorial you will learn
- What the WP Connect consent page shows before anything is connected
- What a connected WordPress website can and cannot do
- How to approve the connection
- Where to see and disconnect connected websites
Follow along: the steps
- Open Settings, then Integrations in your CRM.
- Connected websites lists the WordPress sites linked to your account.
- None yet. Install the WP Connect plugin on your WordPress site and press Connect.
- Pressing Connect in the plugin sends you to this page in your CRM.
- Check the website that is asking to connect.
- It connects to the account you are signed in with.
- These are the things it will be able to do:
- Create and update your properties…
- …send its enquiries to your CRM as leads…
- It cannot read your contacts, deals, messages or billing details.
- If it is your website, click Connect website.
- WordPress takes over from here. In the CRM, the website now appears under Settings, Integrations.
- You see when it was connected and when it was last used.
- You can disconnect it at any time.
- The website stops showing your properties and sending leads, and nothing in your CRM is deleted.
- We will keep it connected.