WordPress Utilities Setup

Automatically add users as Jetpack CRM contact when they fill up the default WordPress user registration form, with the WordPress Utilities extension.

If you’ve enabled account registration in your WordPress settings, you can use the WordPress Utilities extension to automatically add new WordPress users as Jetpack CRM contacts.

Set up the WordPress Utilities extension

Follow these steps to set up the extension on your site, install and activate the Jetpack CRM WordPress Utilities extension.

This guide explains how to install extensions, which will help you set up WordPress Utilities in case you need it.

Once the extension is enabled, whenever someone fills out the default WordPress user registration form, they will automatically be added as a Jetpack CRM contact.

Import existing WordPress users

If your site had existing WordPress users before you set up the WordPress Utilities extension, here’s how to bring them into Jetpack CRM as contacts:

1. Log into your site’s WP Admin dashboard.
2. From the main WordPress menu, go to Jetpack CRM.
3. Go to Tools → WordPress Users. You should now see a list of all WordPress users.
4. Click the Import Contacts button and wait for the import to complete.

After completing those steps, you should see all those WordPress users listed as Jetpack CRM contacts on your main Contacts page.