Frequently Asked Questions

Yes. Build email templates, create segmented audiences, launch campaigns, and track open/click analytics from one centralized workflow.

Yes. Dynamic placeholders allow personalization by name, company, tags, and custom CRM fields.

Yes. Connect Google once, paste a Sheet URL in Leads > Sheets, and sync both directions (CRM to Sheet and Sheet to CRM).

Yes. Leads > Sheets shows editable CRM rows and live sheet rows so your team can review and update quickly.

Users should connect the same Google account that has access to the target Sheet. CRMPlane uses that user token for read/write sync.

Connect your store from Integrations, save credentials, run Test, then run Sync. Orders/customers/products will appear in analytics, segments, campaigns, and automations.

Yes. Automation rules allow targeting based on integration provider, order value, lifecycle stage, and more.

Import WooCommerce orders, products, and customers for lifecycle automations, campaign segmentation, and revenue analytics.

Yes. All WooCommerce setup and sync configuration is handled in the Integrations dashboard.

Yes. New users receive a 7-day free trial with access to core CRM and marketing modules.

Access becomes limited until a subscription is activated. Data remains securely stored.

CRMPlane enforces limits by plan for users, contacts, leads, campaigns, integrations, and automation access at API level.