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. 6. Content protection

6.4 Sync contact data with the CRM

Previous6.3 Content protection by membershipsNext6.5 What if people haven't access to a page

Last updated 9 months ago

Let's see how contact data can be synced. Let's go to the CRM & add tags for a specific user. This tag should be added/updated immediately in our WordPress environment. There are 2 ways to make it work.

By a shortcode: we have a shortcode [lcw_contact_sync], and if you add this shortcode to a page and when a contact visits that page, the contact data will be updated by visiting that page.

By automation: This is the recommended way. You need to install our membership snapshot from this link: . when you install this snapshot, you will get a workflow named Send Signal to WP When A Contact Data is Updated, and a custom value named membership_wp_website_link, you must update the value of this 'custom value' to your website URL. If you don't want to install the snapshot, create a workflow with the following trigger & webhook: the trigger: you need to set the trigger to "Contact Changed" screenshot: the workflow trigger

The webhook: you need to set up a webhook that sends the changes of a contact to your website. In this webhook, set the METHOD to POST, the URL to your website URL(you can directly paste your website URL, we recommend creating a custom value and adding the custom value instead of the direct URL.), and add 2 CUSTOM DATA parameter with the keys

  1. lcw_contact_update with the value 1

  2. lcw_create_wp_user with the value 1 (this is needed if someone is in GHL but not registered yet in WordPress) - This will create a new user in WP with the following data

    1. username: Email Address

    2. email: Email Address

    3. password: GHL contact id

screenshot: the workflow webhook.

We recommend using the By automation way to sync your contact data because it works very efficiently and you can forget about the syncing data once you set up the workflow. The other way By a shortcode is used in some cases where you need to sync contact by force, in this case, an API request will be sent to your CRM for each page load, and try to use this as little as you can.

membership snapshot
The Workflow trigger