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AI Sales & CRM · Revenue Ops

Require manager sign-off on big deals but auto-advance small ones

A quote request uses a Branch on deal value: large deals request VP approval in Slack and open a HubSpot deal, while small deals get an instant confirmation email.

Fluent FormsFluent Forms BranchBranch SlackSlack HubSpot CRMHubSpot CRM EmailEmail Google SheetsGoogle Sheets
~12 min setup used by 1.1k 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.

Fluent Forms → Branch → Slack
6 steps
Fluent Forms
TRIGGER
Fluent Forms · New Form Submission
The workflow starts automatically when a new form submission is received in Fluent Forms. FlowMattic captures that data for the steps below.
Branch
LOGIC
Branch · Large deal (over $25k)?
The Branch evaluates "Large deal (over $25k)?": 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.
HubSpot CRM
ACTION
HubSpot CRM · Create Deal
On the Yes path (condition met) — HubSpot CRM — creates a deal in HubSpot. Data is mapped from earlier steps; connect your HubSpot CRM account on import.
Email
ACTION
Email · Send Email
On the No path (otherwise) — 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.
Google Sheets
ACTION
Google Sheets · New Spreadsheet Row
On the No path (otherwise) — Google Sheets — trigger when a new row is added to the spreadsheet. Data is mapped from earlier steps; connect your Google Sheets 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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