KeepinCRM Sync — CRM for WooCommerce

KeepinCRM Sync for WooCommerce is a plugin that automatically creates a deal in KeepinCRM for every new WooCommerce order. The customer is added as a lead with full name, email and phone, items become deal lines, and the buyer’s comment reaches the CRM — the manager immediately works the request instead of retyping it from the site admin. Works with both the classic checkout and Checkout Blocks.

The plugin is completely free, and the code is open. Download it from GitHub: github.com/catcodestudio/wp-keepincrm-sync. GPLv2 licence — no keys, subscriptions or order limits.

What the admin gets

How it works, step by step

1. The customer places an order — the plugin reacts right after checkout or when the order moves into one of the chosen statuses.
2. A deal is assembled: a client lead (full name, email, phone in +380 format), items as deal lines (jobs) with price and quantity, the total, a comment. For orders paid online, an optional “Paid online” note is added.
3. The data is sent to KeepinCRM via the REST API — POST /agreements with an X-Auth-Token header.
4. The CRM returns a deal ID — it is stored in the order meta (_cc_keepincrm_agreement_id). A repeated event won’t create a second deal.
5. On a CRM failure, the plugin retries the send itself: 3 attempts with 5 min / 30 min / 2 h delays via WP-Cron.
6. The manager sees the result in the order metabox and in the “Log” tab on the settings page.

How much it costs

Free, open source. Repository on GitHub: catcodestudio/wp-keepincrm-sync — GPLv2 licence, use it without restrictions.

Technical requirements

• WordPress 6.2+ (tested up to 7.0)
• WooCommerce 6.0 or newer, including HPOS (custom order tables)
• PHP 7.4+
• KeepinCRM API token — created in the account: Settings → Company profile → API tab (account owner only). Note: KeepinCRM only exposes the API on a paid plan — on the free plan any request returns “Not available on the free plan” (HTTP 402).

Under the hood

• API token encrypted in the database — libsodium with an HMAC fallback for hosts without the sodium extension.
• Protection against double-sending — besides the order meta, the plugin takes a database-level lock, so checkout, a status change and a payment callback arriving at once won’t create two deals.
• Deduplication via the stored deal ID: before creating one, the plugin checks the order meta — resending updates the existing deal (PATCH /agreements/{id}) instead of creating a new one.
• HPOS compatibility — orders are handled only through WC_Order CRUD, with no direct SQL on posts.
• Phone normalisation to E.164 (+380…) before sending to the CRM.
• Developer hooks: the cc_keepincrm_order_payload filter (change the deal body) and the cc_keepincrm_order_sent action (react to a successful send).

How to install

1. Download catcode-order-sync-with-keepincrm-for-woocommerce-0.2.0.zip and install via Plugins → Add New → Upload Plugin.
2. Activate it in the “Plugins” menu.
3. Open WooCommerce → KeepinCRM Sync and paste the API token from your KeepinCRM account (Settings → Company profile → API tab).
4. Click “Test connection” — make sure the CRM responds.
5. Optionally fill in the routing (pipeline, stage, source, assignee) and choose the send moment. Save — done.

Version history

0.2.0 — August 2026

Protection against double-sending moved to a database-level lock: previously it was a transient (read-then-write), and two simultaneous hooks could create two deals. Fixed the “Resend” button in the metabox — it was a form nested inside the order form, so the browser discarded it and resending didn’t fire. Deleting the plugin now also removes the log table. An unanswered attempt from the CRM (timeout) is now marked as no_response with a warning on the order. The interface has moved to English with a bundled Ukrainian translation, and the plugin was renamed for wp.org (slug catcode-order-sync-with-keepincrm-for-woocommerce) — settings, order meta and the log table kept their old names, so no migration is needed.

0.1.0 — July 2026

First public release: creating deals in KeepinCRM (POST /agreements) after checkout or by status trigger, a client lead with item lines, routing by pipeline/stage/source/assignee, retries via WP-Cron, order metabox, event log, connection test, token encryption, HPOS compatibility.