CRM Integration

(MAR) #1

Hello Discourse Team,

Anyone can help by suggesting a CRM that integrates well with Discourse and Word press? (Open Source Preferably)

(Simon Cossar) #2

Can you explain what you are trying to do in more detail?

(MAR) #3

Trying to create a site with wordpress that uses discourses functionality to drive conversation and engagement. However, it is a member based non profit organization and we want to use a CRM to manage our members, donors, sponsors and clients.

(Simon Cossar) #4

The WP Discourse plugin is good for integrating Discourse and WordPress. It will let you publish posts from WordPress to Discourse and display a post’s Discourse comments on WordPress. It also has SSO functionality. SSO lets you manage your Discourse users through WordPress.

One approach to what you’re doing would be to install a WordPress CRM plugin and managed your forum’s users through WordPress. You might not need to do a lot of integration between the CRM and Discourse.

With some custom code it’s possible to get information about a user’s activity on Discourse onto the WordPress site. This can be done with a couple of webhooks that are build into WP Discourse, or by making API calls to the Data Explorer Plugin. A way would have to be found to get that data into the CRM.

I don’t know enough about WordPress CRM plugins to recommend a good one.
A similar approach could work with a cloud based CRM.