Task Session CRM

Description

Task Session CRM is a CRM for small teams, with leads, projects, invoices and email marketing. This plugin connects your website to your Task Session CRM workspace (Cloud or self-hosted).

Forms to leads
Contact Form 7, Gravity Forms, WPForms, Elementor Pro forms, Ninja Forms, Fluent Forms and Formidable Forms are found automatically. You choose in the CRM which forms create leads and where each field goes (lead fields, custom fields or notes).

WooCommerce

• Customers and orders sync to the CRM, each store kept separate.
• Marketing consent: an optional checkbox at checkout (classic and block checkout). Only customers who agree are added to your email list, unless you choose otherwise.
• Abandoned cart: carts are saved only for shoppers who gave their email and agreed to emails. The reminder email has a link that refills the cart.
• Browse abandonment for known contacts.
• Which email led to which order (email attribution).
• One click links the store to the CRM Ecommerce module.

Signup popup
A small popup to grow your list. Text and timing are set in the CRM.

Light and safe

• Data is saved first and sent in the background, so a slow connection never slows your site or loses an entry.
• Every request is signed with a key that only your website and your CRM know.
• No tracking of anonymous visitors.

Useful links

• Website
• Setup guide: sync WooCommerce with Task Session CRM
• Documentation
• Pricing

External services

This plugin connects your website to Task Session CRM, a CRM service made by Task Session (https://www.tasksession.com/). It is needed for everything the plugin does: without a connection the plugin sends nothing.

The plugin talks only to the Task Session CRM address you enter on the Connect screen: your workspace on app.tasksession.com (for example https://yourcompany.app.tasksession.com/), or the address of your own self-hosted Task Session CRM. All requests after connecting are signed with a key that only your website and your CRM know.

What is sent, and when:

• When you click Connect: the CRM address is checked (a request to /api/v1/integrations/info), then your browser goes to the CRM sign-in page with this site’s address and name. After you press Allow, a one-time code is exchanged for the website key.
• When you paste a website key instead: the same check, then the CRM settings are loaded with that key.
• Every 15 minutes, and when the CRM says they changed: the settings you chose in the CRM are loaded (which forms create leads, store and popup settings). Nothing about your visitors is sent for this.
• When a visitor submits a form that you switched on in the CRM: the form entry, the page address and campaign tags (utm_source, utm_medium, utm_campaign) if the visitor came from a link that had them.
• When a WooCommerce customer or order is created or changes: customer name, email, phone, city, country, order number, items, totals, status, refunds, coupon and the checkout consent choice. Past orders of the last 12 months only when you click “Send past orders”.
• Carts and product views: only for shoppers who gave their email and agreed to emails, when the cart changes or they view a product.
• When a visitor signs up in the popup: email and first name.
• Once a day: the plugin, WordPress and WooCommerce versions, and the list of forms found on the site (form titles and field names, no entries).
• When you click “Link to Ecommerce”: a WooCommerce API key the plugin creates for the CRM, with the store address and name.
• When you click Disconnect: a notice to the CRM that this website disconnected.

Nothing is sent before you connect, and nothing is sent after you disconnect. Entries are saved on your site first and sent in the background, so they may arrive a minute later.

• Terms and conditions: https://www.tasksession.com/terms-and-conditions/
• Privacy policy: https://www.tasksession.com/privacy-policy/