=== SendPulse CRM for WooCommerce ===
Contributors: sendpulse
Requires Plugins: woocommerce
Requires at least: 6.5
Tested up to: 7.0
Requires PHP: 8.3
Tags: woocommerce, crm, sendpulse
Stable tag: 1.0.0
License: GPLv2 or later
License URI: https://www.gnu.org/licenses/gpl-2.0.html

Sync WooCommerce products, orders, and customers with SendPulse CRM.

== Description ==

SendPulse CRM for WooCommerce connects your WooCommerce store with SendPulse CRM.

The plugin can synchronize:

* products;
* orders and related deal data;
* customers and contact data.

It also includes WooCommerce to CRM field mapping settings and PDF invoice support for CRM deal workflows.

The plugin currently focuses on the core WooCommerce and SendPulse CRM synchronization scenarios and continues to evolve alongside the SendPulse CRM platform.

SendPulse CRM is an actively developed platform with a much broader feature set than is currently exposed through this WooCommerce integration.
New SendPulse CRM features may become available before support for them is added to this WooCommerce integration.

== Important ==

This plugin itself is free and open source.
However, it requires an active SendPulse CRM account with API access enabled. API access is available only on paid SendPulse CRM plans.
Before installing the plugin, please verify that your SendPulse CRM subscription includes API access and the CRM functionality required by your store.

== CRM Plan Limitations ==

This plugin acts as a synchronization layer between WooCommerce and SendPulse CRM.

Some synchronization capabilities depend on the limits of your selected SendPulse CRM plan.

| Feature | Available Range |
|----------|----------|
| Product Categories | 1 to 100+ |
| Products | 20 to Unlimited |
| Pipelines | 2 to 100 |
| Contacts | 50,000 to Unlimited |
| Tasks | 500 to Unlimited |
| Automations (Flows) | 5 to Unlimited |
| Webhooks | Not available on all plans |
| Documents | Not available on all plans |

For example, WooCommerce product categories are synchronized with SendPulse CRM categories. If your CRM account reaches the category limit defined by your subscription plan, the plugin may be unable to create additional categories and product synchronization can be affected.

Likewise, product synchronization depends on the product limits available in your SendPulse CRM plan.

The plugin itself does not impose these limits. It serves as a bridge between WooCommerce and SendPulse CRM. Any limits related to products, categories, contacts, pipelines, automations, or other CRM entities are determined by your SendPulse CRM subscription plan.

Please refer to the official SendPulse CRM pricing page for the most up-to-date plan limits and available features:

https://login.sendpulse.com/crm/plans

== Who Is This Plugin For? ==

This plugin is designed for WooCommerce merchants who use SendPulse CRM as their primary sales and customer management platform and need automatic synchronization between both systems.

== External services ==
This plugin connects to the SendPulse API at `https://api.sendpulse.com`.
The service is used to create and update CRM contacts, deals, products, categories, comments, files and images, and related CRM records in the connected SendPulse account.
Data is sent only after a store administrator configures SendPulse API credentials in the plugin settings and only for synchronization features enabled by the store administrator when WooCommerce events trigger CRM synchronization actions.
Depending on the enabled synchronization flow, the transmitted data may include order, customer, product, and category data, billing and shipping details, contact information, order notes and comments, product images and files, and invoice or file metadata.

Service provider: SendPulse Inc. / SendPulse

Terms of Service: https://sendpulse.com/legal/terms
Privacy Policy: https://sendpulse.com/legal/pp

== Installation ==

1. Upload the plugin files to the `/wp-content/plugins/sendpulse-crm-for-woocommerce` directory, or install the plugin through the WordPress plugins screen.
2. Activate the plugin through the `Plugins` screen in WordPress.
3. Make sure WooCommerce is installed and active.
4. Open the plugin settings page and enter your SendPulse API credentials.
5. Generate your SendPulse API credentials in your SendPulse account:
   https://login.sendpulse.com/settings/api

   Account Settings → API → Client credentials

   The plugin requires:
   * Client ID
   * Client Secret
6. Configure pipeline, stage, and field mapping settings as needed.

== Frequently Asked Questions ==

= Where do I get my SendPulse API credentials? =

You can generate API credentials in your SendPulse account:

Account Settings → API → Client credentials

Direct link:

https://login.sendpulse.com/settings/api

The plugin requires:

* Client ID
* Client Secret

Important:

For security reasons, the Client Secret is displayed only once when it is generated.

Make sure to store it in a secure location. If the secret is lost, it cannot be viewed again and must be regenerated from the SendPulse account settings.

= Does this plugin require WooCommerce? =

Yes. WooCommerce must be installed and active.

= Does this plugin require a SendPulse CRM account? =

Yes. The plugin works as a bridge between WooCommerce and SendPulse CRM and requires an active SendPulse CRM account.

= Is the plugin free? =

Yes. The plugin itself is free and open source.

However, SendPulse CRM API access is available only on paid SendPulse CRM plans. Please review the available CRM plans before installing the plugin.

= What data can be synchronized? =

The plugin can synchronize:

* products;
* product categories;
* customers and contacts;
* orders and CRM deals;
* order-related comments;
* product images and files;
* PDF invoices.

Available synchronization capabilities may vary depending on your SendPulse CRM plan.

= Can I synchronize existing WooCommerce products? =

Yes. Existing WooCommerce products can be synchronized with SendPulse CRM.

= Can I synchronize existing WooCommerce customers? =

Yes. Existing WooCommerce customers can be synchronized with SendPulse CRM.

= Does the plugin create deals automatically? =

Yes.

When a WooCommerce order is created, the plugin can automatically create a corresponding deal in SendPulse CRM.

The plugin can also synchronize WooCommerce order status changes with the associated CRM deal, helping keep both systems aligned throughout the order lifecycle.

= Does the plugin synchronize order status changes? =

Yes.

The plugin can synchronize WooCommerce order status changes with the corresponding SendPulse CRM deal stage.

This allows your sales team to track order progress directly from SendPulse CRM without manually updating deal statuses.

= Why are some products not synchronized? =

The most common reasons are:

* SendPulse CRM plan limits have been reached;
* category limits have been reached;
* product limits have been reached;
* API credentials are incorrect;
* required CRM entities are unavailable on the selected CRM plan.

Please review your SendPulse CRM subscription limits and plugin settings.

= Why are some categories not synchronized? =

WooCommerce product categories are synchronized with SendPulse CRM categories.

If your CRM account has reached the category limit defined by your subscription plan, the plugin may be unable to create additional categories.

= Do CRM plan limits affect synchronization? =

Yes.

The plugin itself does not impose limits on products, contacts, categories, pipelines, tasks, or automations.

These limits are determined by your SendPulse CRM subscription plan.

= Where are the plugin settings? =

After activation, open the SendPulse CRM settings page in the WordPress admin area.

= Does the plugin support all SendPulse CRM features? =

Not yet.

This plugin is currently focused on the most common WooCommerce synchronization scenarios. SendPulse CRM is actively evolving and may include features that are not yet available through this WooCommerce integration.

= Where can I find current SendPulse CRM plan limits? =

Please refer to the official SendPulse CRM pricing page:

https://login.sendpulse.com/crm/plans

= Can I use the plugin without API access? =

No.

The plugin relies on the SendPulse CRM API to synchronize WooCommerce data with your CRM account.

If your SendPulse CRM subscription does not include API access, synchronization features will not be available.

== Screenshots ==

== Upgrade Notice ==

= 1.0.0 =

Initial public release.

== Changelog ==

= 1.0.0 =

* Initial public release.