ShopMotive: CRM Sync For ClickUp Wordpress Plugin - Rating, Reviews, Demo & Download
Plugin Description
ShopMotive connects your WooCommerce store to your ClickUp workspace. It automatically converts WooCommerce orders, customer profiles, refunds, and order notes into ClickUp tasks so your fulfillment, support, and sales teams can manage store operations directly inside ClickUp.
When an order is placed or updated in WooCommerce, ShopMotive captures the event and generates or updates a corresponding task in ClickUp. You can map WooCommerce fields (such as billing details, customer lifetime spend, discount codes, and shipping addresses) to ClickUp custom fields, automatically assign tasks to team members based on order thresholds, and keep order statuses synchronized between both platforms.
Event processing is executed in the background to ensure customer checkouts remain fast and responsive. The plugin connects securely with the ShopMotive Cloud Service (https://shopmotive.apps.loopstates.com) to process API handshakes and deliver payloads reliably without impacting your website’s performance.
Subscription Plans & Pricing
ShopMotive Connect offers flexible plans to scale with your business requirements:
-
Free Plan
- Sync Quota: 100 tasks/month
- Store Connections: Single Store
- Sync Direction: WP -> ClickUp Only (Unidirectional)
- Order & Customer Sync: Yes
- WooCommerce Sidebar Widgets: Yes
- WordPress User Mapping: Yes
- Bi-directional Notes/Comments: WP -> ClickUp Only (Unidirectional)
- Bi-directional Status Updates: WP -> ClickUp Only (Unidirectional)
-
Growth Plan
- Sync Quota: 1,000 tasks/month
- Store Connections: Single Store
- Sync Direction: Bi-directional
- Order & Customer Sync: Yes
- WooCommerce Sidebar Widgets: Yes
- WordPress User Mapping: Yes
- Bi-directional Notes/Comments: Yes
- Bi-directional Status Updates: Yes
- Custom Field Mapping: Yes
- Refund Sync Rules: Yes
-
Pro Plan
- Sync Quota: 10,000 tasks/month
- Store Connections: Up to 5 Stores
- Sync Direction: Bi-directional
- Order & Customer Sync: Yes
- WooCommerce Sidebar Widgets: Yes
- WordPress User Mapping: Yes
- Bi-directional Notes/Comments: Yes
- Bi-directional Status Updates: Yes
- Custom Field Mapping: Yes
- Refund Sync Rules: Yes
- Line-Item Split Routing: Yes
Key Features
- Automated Order-to-Task Conversion: Instantly creates structured ClickUp task cards the second a customer places an order on WooCommerce, giving your fulfillment team real-time visibility without refreshing WordPress.
- 2-Way Order Status Control: Move a task card to “Processing”, “Shipped”, or “Completed” inside ClickUp, and ShopMotive automatically updates the order status in WooCommerce and notifies the customer.
- 360° Customer Lifetime Value & CRM Sync: Sync buyer profiles, total order history, lifetime spend, billing details, and shipping addresses into custom ClickUp fields for VIP customer management.
- Smart Team & Priority Routing: Automatically assign high-value orders (e.g. over $200) to specific team members and apply “Urgent” or “High” priority tags to expedite fulfillment.
- Bi-Directional Order Notes & Refund Tracking: Keep your support team and warehouse in sync. Internal WooCommerce order notes and customer refund requests automatically sync to task comment threads in ClickUp.
- Zero Checkout Speed Impact: Runs completely in the background without adding a single millisecond of delay to your WooCommerce checkout flow or store loading speeds.
- Multi-Item Order Split Subtasks: Optionally break multi-item orders into linked child subtasks in ClickUp so different warehouse departments can fulfill items simultaneously.
- WP Admin Order Sidebar Widget: Manage linked ClickUp task IDs, check live status updates, and trigger manual syncs directly from the WooCommerce Edit Order screen.
- Fail-Safe Automatic Retries: Retains order dispatches during temporary ClickUp API outages and automatically retries dispatches so no order is ever missed.
External Services
ShopMotive: CRM Sync for ClickUp utilizes external cloud APIs to manage authentication tokens, decrypt keys, and queue requests safely:
- ShopMotive Cloud Sync Proxy: https://shopmotive.apps.loopstates.com
- ClickUp REST API Service: https://api.clickup.com
By activating this connector, e-commerce data (order line items, notes, billing addresses, and customer profiles) is securely sent to the ShopMotive Cloud Service and ClickUp APIs via HTTPS to generate tasks.
- ShopMotive Privacy Policy: https://docs.loopstates.com/shopmotive-for-clickup-and-woocommerce/privacy-policy.html
- ShopMotive Terms: https://docs.loopstates.com/shopmotive-for-clickup-and-woocommerce/plans.html
- ClickUp Terms of Service: https://clickup.com/terms
Professional Data Safety & Collection Disclosure
To guarantee high service reliability, prompt technical support, and prevention of synchronization outages, ShopMotive Connect securely synchronizes specific store administrative metadata with our cloud servers:
- Site Title (Store Name): Collected to identify your store configuration in our administrative portal.
- Administrator Email Address: Retained to automatically notify you in the event of continuous ClickUp API handshake failures or key expirations.
- Site Owner / Administrator Name: Used to personalize merchant assistance and authenticate support request tickets.
- Integration Telemetry (Sync Counts & Log Stats): Tracks transaction volumes to monitor subscription quotas and alert you before you reach rate limits.
All administrative metadata is stored in our secure, encrypted cloud database. This data is utilized solely for customer support, service health monitoring, and system security, and is never shared with third parties. Telemetry data is retained for the lifetime of your integration and is permanently deleted within 30 days of subscription cancellation.
Developer API: Hooks & Filters
ShopMotive Connect is built with extensibility at its core. You can use standard WordPress filters to customize sync logic:
1. Bypass Syncing for Specific Orders
add_filter( 'shopmotive_should_sync_order', function( $should_sync, $order_id, $order ) {
// Example: Bypass sync if order total is under $10.00
if ( $order && $order->get_total() < 10.00 ) {
return false;
}
return $should_sync;
}, 10, 3 );
2. Customize Order Sync Payloads
add_filter( 'shopmotive_order_payload', function( $payload, $order ) {
// Example: Append a custom checkout field to order payload
$payload['meta_data']['custom_gift_wrap_note'] = get_post_meta( $order->get_id(), '_gift_wrap_note', true );
return $payload;
}, 10, 2 );
3. Adjust Failed Webhook Retry Attempts
add_filter( 'shopmotive_retry_limit', function( $limit ) {
return 5; // Increase retry tolerance to 5 attempts
} );
4. Filter HTTP API Request Arguments
add_filter( 'shopmotive_api_request_headers', function( $headers, $endpoint ) {
$headers['X-Developer-Partner-Id'] = 'my_partner_key';
return $headers;
}, 10, 2 );
5. Bypass Customer Syncing
add_filter( 'shopmotive_should_sync_customer', function( $should_sync, $customer_id, $new_data ) {
// Example: Bypass sync for test accounts
if ( isset( $new_data['email'] ) && strpos( $new_data['email'], '@test.com' ) !== false ) {
return false;
}
return $should_sync;
}, 10, 3 );
6. Customize Customer Payload
add_filter( 'shopmotive_customer_payload', function( $payload, $customer_id ) {
$payload['custom_user_segment'] = 'VIP';
return $payload;
}, 10, 2 );
7. Customize Refund Payload
add_filter( 'shopmotive_refund_payload', function( $payload, $refund_id, $order ) {
$payload['refund_reason'] = get_post_meta( $refund_id, '_refund_reason', true );
return $payload;
}, 10, 3 );
8. Customize Order Note Payload
add_filter( 'shopmotive_order_note_payload', function( $payload, $note_id, $order ) {
$payload['note_urgency'] = 'high';
return $payload;
}, 10, 3 );
9. Customize Checkout Payload
add_filter( 'shopmotive_checkout_payload', function( $payload, $order_id, $order ) {
$payload['cart_hash'] = $order->get_cart_hash();
return $payload;
}, 10, 3 );
10. Filter API Retry Delay
add_filter( 'shopmotive_retry_delay', function( $delay, $attempts, $topic ) {
return 10 * $attempts; // Linear backoff of 10s per retry
}, 10, 3 );
Screenshots
Initial Connection Screen – Simple one-click OAuth 2.0 authorization to link your ClickUp workspace.
ClickUp Authorization Portal – Secure OAuth 2.0 workspace authorization and token exchange.
Integration Settings & Automation Engine – Configure order/customer sync triggers, custom field mappings, assignee routing rules, task priorities, and multi-store settings.
Real-Time Sync Logs – Live telemetry dashboard monitoring all dispatches, execution statuses, direct ClickUp task links, and CSV export.
Sync Errors & Diagnostic Traces – Dedicated error trace log with automatic retries and one-click manual retry controls.
Help Center & In-App Documentation – Setup guides, fulfillment mapping recipes, custom field reference, and integrated technical support.
