About the Project
- Technology Stack: Developed as a WordPress plugin with integration to the Keap (Infusionsoft) CRM API, leveraging native WordPress functionality for automation and data processing.
- Operations Management: Automates the syncing of contact data from a custom database table to Keap CRM using WP Cron or an event-based trigger system, ensuring consistent and timely data synchronization.
- Relationship Management: Maintains clean and up-to-date contact records by:
- Matching contacts via email or phone number
- Adding new contacts that don't exist in Keap
- Updating existing Keap records with fresh data from WordPress
- Business Data Management: Efficiently manages key contact data through:
- Reading entries from a custom WordPress database table
- Mapping fields between local records and Keap contact schema
- Logging sync activity for audit and troubleshooting
- Admin Panel: Provides a user-friendly admin interface to:
- Configure API keys and field mappings
- Enable or disable automatic syncing via WP Cron
- Manually trigger contact sync on demand
- Keap CRM Integration: Seamlessly connects to Keap's API, ensuring real-time or scheduled updates to your CRM contact list, reducing duplication and keeping marketing and sales data accurate.
- Smart Sync Logic: Uses intelligent matching criteria to prevent duplicates and prioritize accurate updates, optimizing contact integrity across platforms.
