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Microsoft Dynamics CRM (Archived)

AlexaCRM (Wordpress/CRM Plugin)

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Has anyone used AlexaCRM (https://alexacrm.com/plugin/) to push data from a CRM record to a WordPress Page?

I would like to create records in CRM and see them show up in WordPress like posts.

If you have can you share your short code/workings for doing so, please?

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  • Verified answer
    Community Member Profile Picture
    on at

    Solution is here sorry: http://docs.alexacrm.com/wpcrm/binding/

  • George Doubinski Profile Picture
    180 on at

    Hi Graeme,

    if you need any assistance don't hesitate to raise the issue or to ask the question at https://wordpress.org/support/plugin/integration-dynamics, if you're using free version. If you have a subscription, reach to support@alexacrm.com.

    George

    AlexaCRM

  • Verified answer
    George Doubinski Profile Picture
    180 on at

    Forgot to add. Moving forward I would recommend considering twig template instead of field shotcodes: docs.alexacrm.com/.../twig. In the version 2.0 we'll probably set a sunset on the shortcodes except the twig one.

  • Community Member Profile Picture
    on at

    Thanks George, is there a training area with videos or some how-to-do's you can recommend.

  • George Doubinski Profile Picture
    180 on at

    Graeme,

    we don't have any how-to videos yet, it's something on the list. The documentation is fairly comprehensive but somewhat lacking Quick Start series (also on a short list).

    Premium subscribers receive deployment and implementation guidance as part of the subscription.

    Reach out to me george at alexacrm.com for access to the sample site that answers most of the integration questions using "this is how it's done" format :)

    Thanks

    George

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