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AI Sales & CRM · Revenue Ops

Turn a weekly leads spreadsheet into CRM contacts automatically

On a weekly schedule, read every row from a leads spreadsheet and loop through them with an Iterator, creating a FluentCRM contact and a welcome email per lead.

ScheduleSchedule Google SheetsGoogle Sheets IteratorIterator FluentCRMFluentCRM EmailEmail
~8 min setup used by 1.9k 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.

Schedule → Google Sheets → Iterator
5 steps
Schedule
TRIGGER
Schedule · Every Week
This workflow runs on a schedule (Every Week) — it starts on its own at the interval and time you set in the Schedule trigger. No incoming event is needed.
Google Sheets
ACTION
Google Sheets · Get Rows
Google Sheets — retrieve rows in JSON format for use with Iterator. Data is mapped from earlier steps; connect your Google Sheets account on import.
Iterator
LOGIC
Iterator · Loop Through Array
The Iterator loops over the list from the previous step and runs the following actions once for every item in it.
FluentCRM
ACTION
FluentCRM · Create or Update Contact
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.
Email
ACTION
Email · Send Email
Email — send an email using built-in WP mail function or custom SMTP. Data is mapped from earlier steps; connect your Email 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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