How plugin onboarding works
The fastest way to get a Flowgration CRM up and running is to install our plugin in your store. The plugin scans your data, sends a summary to Flowgration, and an entire CRM — pipeline, stages, products, orders, contacts — is built for you in the background. No API keys to copy. No manual mapping for the standard fields. Here's exactly what happens.
Install the plugin
Install Flowgration CRM from WordPress.org (or upload the .zip from flowgration.com/integrations), activate it, then click the new Flowgration entry in your wp-admin sidebar. Shopify and other platforms follow the same pattern via their respective app stores.
Choose "I'm new to Flowgration"
Pick the "I'm new to Flowgration" option, type the email you want as the owner, and click Connect. The plugin sends a CRM summary to Flowgration's backend — that's counts only, no customer rows — plus the discovered schema (form fields, post types, WooCommerce meta keys).
You do not need to have a Flowgration account yet. The plugin creates one for you in the next step.
Click the magic-link in your email
Open your inbox and click the activation link Flowgration just sent you. While you wait on the loading screen, the backend builds your CRM in the background: a pipeline with sensible stages, custom fields tailored to your store, and the products/orders schema — all in 10-30 seconds.
Set a password
Once the CRM is ready, Flowgration asks you to set a password. This is so you can sign back in later without needing another magic-link. You're already logged in as the owner — the password is just for next time.
The CRM is now yours
Pipeline, stages, products and orders schema — all configured automatically. The plugin's API key was passed back to your WordPress site in the same request, so it's already saved in the plugin's settings.
You do not need to paste an API key anywhere manually.
Historical backfill starts automatically
Flowgration pings your WordPress site at wp-json/flowgration/v1/kick-backfill and your historical customers, orders and products start streaming in. Track progress on the integrations page — there's a per-source progress bar for each.
Expect roughly 5-10 minutes for 500-1,000 records on a healthy host. The job is resumable, so worker restarts or network blips don't lose progress.
Confirm your field mappings (optional)
Most fields auto-map. To see what's captured, open Custom CRM → Field Maps and look at the green "Automatically mapped" chip strip at the top of each tab — those are the fields Flowgration grabs on every sync.
Add a custom field only for store-specific extensions Flowgration doesn't know about out of the box (an unusual Woo plugin, a custom metadata key, etc.).
Live sync from here on
From this point on, every new order, customer signup, product change, abandoned cart and form submission flows into your CRM in real time — typically within 30 seconds of the event happening on your store.