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Lead Intelligence · Growth

Prioritise leads who are the actual decision maker

A Branch checks the stated job role; decision-makers alert sales and enter the CRM, influencers get an educational nurture tag.

Ninja FormsNinja Forms BranchBranch SlackSlack FluentCRMFluentCRM
~8 min setup used by 1.7k 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.

Ninja Forms → Branch → Slack
5 steps
Ninja Forms
TRIGGER
Ninja Forms · New Form Submission
The workflow starts whenever a "New Form Submission" event happens in Ninja Forms, capturing its data for the steps below.
Branch
LOGIC
Branch · Decision maker?
The Branch evaluates "Decision maker?": when it's true the Yes path runs, otherwise the No path runs — two outcomes, one workflow.
Slack
ACTION
Slack · Send Channel Message
On the Yes path (condition met) — Slack — post or Schedule a new message to a specific #channel. Data is mapped from earlier steps; connect your Slack 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.

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