Requires: Fundations Pro 1.1.0+, WP Fusion plugin (separate license)
Bridges Fundations to any CRM supported by WP Fusion. When donors donate or fundraisers create pages, the connector calls WP Fusion to sync contact data and apply tags to the corresponding WordPress user.
Why use it
WP Fusion connects to over 100 CRMs, including Salesforce, Keap, ConvertKit, Drip, Klaviyo, FluentCRM, and more. If your CRM is not directly supported by Fundations, WP Fusion likely connects to it. The Fundations integration handles event detection and data preparation; WP Fusion handles the actual CRM connection.
Supported CRMs (partial list)
- Salesforce
- Keap / Infusionsoft
- ConvertKit
- Drip
- Ontraport
- FluentCRM
- Groundhogg
- Klaviyo
- Mautic
- Pipedrive
- Zoho CRM
- 100+ more at wpfusion.com
What it does
When a trigger fires, the connector finds or creates a WordPress user for the donor or fundraiser, then calls WP Fusion’s push_user_meta and apply_tags functions. WP Fusion handles transmission to your CRM.
For donors, the connector can create a WordPress user account if create_users is enabled. This is required for guest donors who do not have an account. Without this setting, guest donors cannot be synced because WP Fusion operates on WordPress users.
The connector registers a custom field group (get_fund) with WP Fusion so its fields are available in WP Fusion’s field mapping interface.
Supported triggers
| Trigger | Syncs when |
|---|---|
donation_received | A donation is confirmed (requires marketing consent, gated by sync_donors) |
user_registered | New user registers via the wizard (gated by sync_fundraisers) |
action_created | A new fundation is created (gated by sync_fundraisers) |
action_completed | A fundation reaches its goal (gated by sync_fundraisers) |
campaign_joined | A user joins a campaign (gated by sync_fundraisers) |
team_created | A new team is created (gated by sync_fundraisers) |
milestone_reached | A fundation hits 25%, 50%, or 75% of its goal |
How to set it up
- Purchase and install the WP Fusion plugin from wpfusion.com.
- Connect WP Fusion to your CRM under Settings → WP Fusion.
- Navigate to Fundations Pro → Integrations → WP Fusion.
- Toggle Sync Donors on to sync donation events.
- Toggle Sync Fundraisers on to sync wizard registrations, fundation creations, and campaign events.
- Select Donor Tags to apply to donor contacts (uses WP Fusion’s tag multiselect).
- Select Fundraiser Tags to apply to fundraiser contacts.
- Select Goal Reached Tags to apply when a fundation completes.
- Select Team Leader Tags to apply when a user creates a team.
- If you want guest donors to be synced: enable Create Users. This creates a WordPress user account for donors who do not have one.
- Click Test to verify the connection.
- Enable the integration.
Settings and options
| Setting | Type | Description |
|---|---|---|
| Sync Donors | Checkbox | Enables syncing on donation_received |
| Sync Fundraisers | Checkbox | Enables syncing on fundraiser-related triggers |
| Donor Tags | WP Fusion tag multiselect | Tags applied to donor contacts |
| Fundraiser Tags | WP Fusion tag multiselect | Tags applied to fundraiser contacts |
| Goal Reached Tags | WP Fusion tag multiselect | Tags applied when a fundation reaches its goal |
| Team Leader Tags | WP Fusion tag multiselect | Tags applied when a user creates a team |
| Create Users | Checkbox | Creates a WordPress user for donors who do not have an account |
The tag selectors are rendered by WP Fusion’s own UI components and show the tags available in your connected CRM.
Custom fields registered with WP Fusion
The connector registers the following fields under the get_fund field group. These appear in WP Fusion’s field mapping screen.
| Field key | Description |
|---|---|
get_fund_last_donation_amount | Most recent donation amount |
get_fund_last_donation_date | Date of most recent donation |
get_fund_total_donated | Cumulative donation total |
get_fund_donation_count | Number of donations made |
get_fund_action_title | Title of the related fundation |
get_fund_action_url | URL of the related fundation |
get_fund_goal_amount | Fundraising goal |
get_fund_raised_amount | Amount raised so far |
get_fund_progress_percent | Progress as a percentage |
get_fund_team_name | Team name (if applicable) |
get_fund_is_fundraiser | Boolean: user has a fundation |
get_fund_is_donor | Boolean: user has donated |
get_fund_is_team_leader | Boolean: user created a team |
What you can and cannot do
You can sync donors and fundraisers to any CRM supported by WP Fusion, apply different tags for donors, fundraisers, goal completions, and team leaders, sync guest donors by enabling create_users, and use WP Fusion’s field mapping to control which Fundations fields map to which CRM fields.
You cannot sync a donor who did not give marketing consent, sync guest fundraisers (those who created a fundation without a WordPress user account — fundraiser sync requires a user_id in the event data, and guest-created fundations do not have one), remove tags via Fundations events (the connector only applies tags), or use this integration without WP Fusion installed and connected to a CRM.
Examples
Donor tagging in Salesforce: install WP Fusion and the WP Fusion Salesforce add-on. Enable sync_donors. Select “Donor” as a donor tag. Every consenting donor is created as a Salesforce contact with that tag.
Goal completion in ConvertKit: select goal reached tags that correspond to a ConvertKit tag. When a fundation hits its goal, the fundraiser’s ConvertKit contact receives that tag and triggers any sequences you have set up for it.
Guest donor accounts: enable create_users. Guest donors who do not have a WordPress account will have one created during sync, allowing WP Fusion to push data to your CRM.
Troubleshooting
| Problem | Likely cause | Fix |
|---|---|---|
| Integration settings page empty or errors | WP Fusion is not installed or not connected to a CRM | Install WP Fusion and complete its CRM setup first |
| Donor tags not appearing in tag selectors | WP Fusion not connected or tags not synced | Go to WP Fusion settings and sync tags from your CRM |
| Guest donors not syncing | create_users is off | Enable the setting to create WordPress accounts for guest donors |
| Guest fundraisers not syncing | Known limitation | Guest-created fundations have no WordPress user ID; fundraiser sync requires a logged-in user |
| No data after donation | sync_donors off, or marketing consent not given | Enable sync_donors and confirm consent checkbox is visible on the form |
| Fields not visible in WP Fusion field mapping | Field group not registered | Confirm the Fundations WP Fusion integration is enabled |
Developer reference
The WP Fusion connector registers fields and field groups via two filters:
add_filter( 'wpf_meta_field_groups', function( $groups ) {
$groups['get_fund'] = [
'title' => 'Fundations',
'fields' => [], // populated by wpf_meta_fields
];
return $groups;
} );
add_filter( 'wpf_meta_fields', function( $fields ) {
$fields['get_fund_last_donation_amount'] = [
'label' => 'Last Donation Amount',
'type' => 'text',
'group' => 'get_fund',
];
// ... additional fields
return $fields;
} );The connector calls WP Fusion via:
wp_fusion()->user->push_user_meta( $user_id, $meta_data );
wp_fusion()->user->apply_tags( $tags, $user_id );Use the shared integration filters to modify data before it reaches WP Fusion:
add_filter( 'get_fund_integration_trigger_data', function( $data, $trigger, $object_id ) {
if ( $trigger === 'donation_received' ) {
$data['get_fund_custom_field'] = get_post_meta( $data['action_id'], '_custom', true );
}
return $data;
}, 10, 3 );See Integration index developer reference for full filter signatures.