LC Wizard
  • 1. Installation
    • 1.1 Install LC Wizard into WordPress
  • 2. Establish connection
    • 2.1 Connect With The CRM
    • 2.2 Check the connection
    • 2.3 Create a new Highlevel APP
  • 3. Options
    • 3.1 Enable Content Protection
    • 3.2 No access redirection
    • 3.3 WooCommerce Purchase Trigger
    • 3.4 Apply a common tag for each order:
    • 3.5 Refresh Location data
    • 3.6 Add all WP users to GHL
  • 4. License Management
    • 4.1 Activate License
    • 4.2 Can I change the domain?
  • 5. Membership
    • 5.1 How membership works
    • 5.2 Why do you need this membership
    • 5.3 Create membership
    • 5.4 How to apply membership access
    • 5.5 Create a workflow to control membership tags
  • 6. Content protection
    • 6.1 For logged-in & logged-out user
    • 6.2 Content protection by tags
    • 6.3 Content protection by memberships
    • 6.4 Sync contact data with the CRM
    • 6.5 What if people haven't access to a page
  • 7. Custom Values & Custom Fields
    • 7.1 Custom values
    • 7.2 Custom Fields
    • 7.3 Contact Form 7 - Integration
  • 8. Shortcodes
    • 8.1 [lcw_contact_sync]
    • 8.2 [lcw_custom_value]
    • 8.3 [lcw_contact_field]
    • 8.4 [lcw_has_any_tags]
    • 8.5 [lcw_has_not_any_tags]
    • 8.6 [lcw_has_any_memberships]
    • 8.7 [lcw_has_not_any_memberships]
    • 8.8 [lcw_transactions]
    • 8.9 [lcw_post_grid]
    • 8.10 [lcw_set_tags]
    • 8.11 [lcw_remove_tags]
    • 8.12 [lcw_redirect]
    • 8.13 [lcw_reset_password]
  • 9. Woocommerce
    • 9.1 How to add tags to a contact upon a successful purchase
    • 9.2 How to add a contact to a specific workflow after a successful purchase
    • 9.3 Add tag - based on variation product
  • 9(a). Surecart
    • 9(a).1 SureCart Integration
  • 10. CRM <=> WordPress Communication
    • 10.1 Create a new WordPress user from Workflow
    • 10.2 Set Auto-login to WordPress Website
    • 10.3 Sync contact data from CRM to WP
    • 10.4 Add/ remove WP user role from workflow
  • 11. Troubleshooting trics
    • 11.1 If data doesn't sync
    • 11.2 Check the connection with the CRM and reconnect if needed
  • 12. Deloper Resources
    • 12.1 Action Hook: lcw_update_order_meta
    • 12.2 Action Hook: lcw_update_product_meta
  • 13. Affiliate program
    • 13.1 Benefits of Becoming an Affiliate
    • 13.2 Affiliate Sign-up link
  • 13. Recommended Plugins
    • 13.1 Query Monitor
    • 13.2 User Switching
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  1. 2. Establish connection

2.1 Connect With The CRM

Previous1.1 Install LC Wizard into WordPressNext2.2 Check the connection

Last updated 1 year ago

Connect With CRM

As the Plugin is installed, the first step to use this plugin is to connect WordPress with High-Level CRM. Go to & log in with your CRM with your current username & password.

Now, go to the LC Wizard menu & click on "Connect Your Location". Here, Client ID & Client Secret is optional.

Now select your location to continue.

When you select your account, your location will be connected to your WordPress and you can see your location is connected.

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