Title: Switchyard CRM Sync and Access Author: Jean Galea Published: 2026 年 8 月 16 日 Last modified: 2026 年 8 月 16 日 --- 搜尋外掛 ![](https://ps.w.org/switchyard-crm/assets/banner-772x250.png?rev=3649502) ![](https://ps.w.org/switchyard-crm/assets/icon-256x256.png?rev=3649502) # Switchyard CRM Sync and Access 由 [Jean Galea](https://profiles.wordpress.org/jeangalea/) 開發 [下載](https://downloads.wordpress.org/plugin/switchyard-crm.1.0.0.zip) * [詳細資料](https://tw.wordpress.org/plugins/switchyard-crm/#description) * [使用者評論](https://tw.wordpress.org/plugins/switchyard-crm/#reviews) * [安裝方式](https://tw.wordpress.org/plugins/switchyard-crm/#installation) * [開發資訊](https://tw.wordpress.org/plugins/switchyard-crm/#developers) [技術支援](https://wordpress.org/support/plugin/switchyard-crm/) ## 外掛說明 Switchyard CRM keeps your WordPress site and your CRM in step. When someone registers, buys something or submits a form, their record lands in your CRM with the fields you mapped. When you tag them in the CRM, that tag decides what they can see on the site. Ten CRMs are supported, and the same features work on all of them. **What syncs outward** * User registration and profile changes * WooCommerce orders, including guest checkout, with per-product and per-status tags * Easy Digital Downloads purchases and refunds * Gravity Forms, WPForms, Fluent Forms and Contact Form 7 submissions, with per- form field mapping **What syncs back** * Tags, through an inbound webhook, so a CRM automation can grant or revoke access * Any mapped field, on demand or on a schedule * Contacts imported as WordPress users **Access control** Restrict any post, page or custom post type by tag, or restrict a whole taxonomy term. Restricted content is kept out of archives, search, feeds and the REST API, not just hidden from the single view. Menu items, widgets and blocks have their own visibility rules, and there are shortcodes for conditional content inside a post. **Supported CRMs** ActiveCampaign, HubSpot, Mailchimp, Klaviyo, Kit (formerly ConvertKit), Brevo, FluentCRM, MailerLite, Zoho CRM, Salesforce. CRMs that have tags use tags. CRMs that only have lists, audiences or groups use those instead, so tag-based access control works everywhere. **Built to stay out of the way** A CRM outage never breaks checkout or registration. Requests retry with backoff, a circuit breaker suspends calls to a CRM that stops responding, and sync runs in the background. Everything is logged with credentials redacted, so a support conversation can start from evidence. No nag screens, no upsell banners, no review prompts. ### External services Switchyard CRM only ever talks to the one CRM you connect it to. No service is contacted until you pick a CRM under Switchyard CRM Connection and enter its credentials. Clearing those credentials stops all traffic to it. What is sent: the contact data in your field map. That is always the email address, and then whatever user profile fields, order fields and form fields you have mapped. It is sent when someone registers or updates their profile, when a WooCommerce or Easy Digital Downloads order is placed or refunded, and when a mapped form is submitted. The plugin reads back tags, list membership and mapped fields, on demand or on the schedule you set, and can import contacts as WordPress users. Site tracking is a separate, off-by-default setting under Switchyard CRM Settings. Turning it on loads the CRM’s own visitor tracking script in your visitors’ browsers, from that CRM’s servers: js.hs-scripts.com for HubSpot, static.klaviyo.com for Klaviyo, diffuser-cdn.app-us1.com for ActiveCampaign. Those scripts see what the CRM’s tracking normally sees, which is page views and, for a logged-in visitor, the email address Switchyard passes to identify them. Leave the setting off and none of it loads. FluentCRM runs inside your own WordPress installation, so selecting it sends nothing off-site. The other providers are third-party services, each governed by its own terms and privacy policy: * ActiveCampaign. Terms: https://www.activecampaign.com/legal/terms-of-service Privacy: https://www.activecampaign.com/legal/privacy-policy * HubSpot. Terms: https://legal.hubspot.com/terms-of-service Privacy: https://legal. hubspot.com/privacy-policy * Mailchimp. Terms: https://mailchimp.com/legal/terms/ Privacy: https://www.intuit. com/privacy/statement/ * Klaviyo. Terms: https://www.klaviyo.com/legal/terms-of-service Privacy: https:// privacy.klaviyo.com/policies/?name=klaviyo-privacy-policy * Kit. Terms: https://kit.com/terms Privacy: https://kit.com/privacy * Brevo. Terms: https://www.brevo.com/legal/termsofuse/ Privacy: https://www.brevo. com/legal/privacypolicy/ * MailerLite. Terms: https://www.mailerlite.com/legal/terms-of-service Privacy: https://www.mailerlite.com/legal/privacy-policy * Zoho CRM. Terms: https://www.zoho.com/terms.html Privacy: https://www.zoho.com/ privacy.html * Salesforce. Terms: https://www.salesforce.com/company/legal/ Privacy: https:// www.salesforce.com/company/legal/privacy/ ## 安裝方式 1. Upload the plugin to `/wp-content/plugins/switchyard-crm` and activate it. 2. Go to Switchyard CRM Connection, pick your CRM and enter its credentials. 3. Map your fields under Sync. 4. Set access rules per post, or under Access for site-wide defaults. ## 常見問題集 ### Does this work with a CRM that has no tags? Yes. Klaviyo, Brevo and MailerLite model segmentation as lists or groups rather than tags. Switchyard uses whichever the CRM provides, and the settings screens use the CRM’s own terminology. ### What happens if my CRM goes down? Nothing on the site breaks. Failed calls retry with backoff, then queue for later. After repeated failures Switchyard stops calling that CRM for five minutes rather than adding a timeout to every page load. Access decisions use the cached tags in the meantime. ### Does it work with guest checkout? Yes. A WooCommerce or EDD order from someone without an account still creates or updates the contact, using the billing details on the order. ### Can I move to a different CRM later? Your field mapping and access rules are stored independently of the CRM, so switching means reconnecting and remapping fields. Tags have to exist in the new CRM under the same names. ### Is there a developer API? Yes. `switchyard_apply_tags()`, `switchyard_remove_tags()`, `switchyard_has_tag()`,` switchyard_sync_user()`, `switchyard_sync_contact()` and more, plus filters on every sync payload and access decision. There are WP-CLI commands for status, sync, tags and import. ### How do I do something else with an order? Every synced WooCommerce or EDD order fires `switchyard_order_synced` with a normalised order object carrying line items, totals, currency and the customer user ID. Hook it to push orders wherever you want. ## 使用者評論 這個外掛目前沒有任何使用者評論。 ## 參與者及開發者 以下人員參與了開源軟體〈Switchyard CRM Sync and Access〉的開發相關工作。 參與者 * [ Jean Galea ](https://profiles.wordpress.org/jeangalea/) [將〈Switchyard CRM Sync and Access〉外掛本地化為台灣繁體中文版](https://translate.wordpress.org/projects/wp-plugins/switchyard-crm) ### 對開發相關資訊感興趣？ 任何人均可[瀏覽程式碼](https://plugins.trac.wordpress.org/browser/switchyard-crm/)、 查看 [SVN 存放庫](https://plugins.svn.wordpress.org/switchyard-crm/)，或透過 [RSS](https://plugins.trac.wordpress.org/log/switchyard-crm/?limit=100&mode=stop_on_copy&format=rss) 訂閱[開發記錄](https://plugins.trac.wordpress.org/log/switchyard-crm/)。 ## 變更記錄 #### 1.0.0 * First release. * Ten CRM providers with a shared capability model. * WooCommerce, Easy Digital Downloads, Gravity Forms, WPForms, Fluent Forms and Contact Form 7. * Tag-based access control across single views, queries, feeds and REST. * Inbound webhooks, batch import and export, WP-CLI commands. ## 中繼資料 * 版本 **1.0.0** * 最後更新 **1 個月前** * 啟用安裝數 **少於 10 次** * WordPress 版本需求 ** 6.8 或更新版本 ** * 已測試相容的 WordPress 版本 **7.0.6** * PHP 版本需求 ** 7.4 或更新版本 ** * 語言 * [English (US)](https://wordpress.org/plugins/switchyard-crm/) * 標籤: * [content restriction](https://tw.wordpress.org/plugins/tags/content-restriction/) [crm](https://tw.wordpress.org/plugins/tags/crm/)[integration](https://tw.wordpress.org/plugins/tags/integration/) [marketing automation](https://tw.wordpress.org/plugins/tags/marketing-automation/) [sync](https://tw.wordpress.org/plugins/tags/sync/) * [進階檢視](https://tw.wordpress.org/plugins/switchyard-crm/advanced/) ## 評分 這個項目尚無任何評論記錄。 [撰寫評分](https://wordpress.org/support/plugin/switchyard-crm/reviews/#new-post) [查看全部使用者評論](https://wordpress.org/support/plugin/switchyard-crm/reviews/) ## 參與者 * [ Jean Galea ](https://profiles.wordpress.org/jeangalea/) ## 技術支援 使用者可在技術支援論壇提出意見反應或使用問題。 [檢視技術支援論壇](https://wordpress.org/support/plugin/switchyard-crm/)