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Marketing Automation · Marketing

Only add subscribers to marketing when they opted in

A Branch checks the marketing consent field; opted-in subscribers join Mailchimp, others are stored transactional-only with a note.

Gravity FormsGravity Forms BranchBranch MailchimpMailchimp FluentCRMFluentCRM
~8 min setup used by 3.2k sites
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How it works

Every step, explained

Import the template and this whole chain runs on autopilot — here's exactly what happens on each run.

Gravity Forms → Branch → Mailchimp
5 steps
Gravity Forms
TRIGGER
Gravity Forms · New Form Submission
The workflow starts whenever a "New Form Submission" event happens in Gravity Forms, capturing its data for the steps below.
Branch
LOGIC
Branch · Opted in to marketing?
The Branch evaluates "Opted in to marketing?": when it's true the Yes path runs, otherwise the No path runs — two outcomes, one workflow.
Mailchimp
ACTION
Mailchimp · Add New Member
On the Yes path (condition met) — Mailchimp — add a new member to the list, or update them if they already exist. Data is mapped from earlier steps; connect your Mailchimp account on import.
FluentCRM
ACTION
FluentCRM · Create or Update Contact
On the Yes path (condition met) — FluentCRM — creates a new contact or updates an existing contact in FluentCRM based on email address. Data is mapped from earlier steps; connect your FluentCRM account on import.
FluentCRM
ACTION
FluentCRM · Add Note to Contact
On the No path (otherwise) — FluentCRM — adds a note to an existing contact in FluentCRM. Data is mapped from earlier steps; connect your FluentCRM account on import.
Why this workflow

Built to own, not to rent

No-code setup

Import the JSON, connect your accounts, and go live in minutes. Every step is pre-mapped — you only add your own credentials.

Runs on your server

Self-hosted on your WordPress install. No per-task fees, no data leaving your infrastructure, no monthly SaaS bill.

Fully customizable

Open it in the visual builder and reshape it — add branches, swap apps, insert filters. A starting point, not a cage.

Keep exploring

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