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AI Sales & CRM · Revenue Ops

Qualify demo requests and put a calendar hold on the sales calendar

A demo-request form triggers an AI agent that checks qualification criteria, books a tentative Google Calendar slot for qualified leads, and logs the rest for nurturing.

JotformJotform AI AgentAI Agent Google CalendarGoogle Calendar FluentCRMFluentCRM EmailEmail
~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.

Jotform → AI Agent → Google Calendar
5 steps
Jotform
TRIGGER
Jotform · New Form Submission
The workflow starts whenever a "New Form Submission" event happens in Jotform, capturing its data for the steps below.
AI Agent
ACTION
AI Agent · Execute Agent
An AI agent reads the incoming data and decides what to do on its own, choosing from its tools (FluentCRM, Google Calendar) to complete the task. Connect an AI provider on import.
Google Calendar
TOOL
Google Calendar · Create Detailed Event
A tool the AI agent can call — Google Calendar — creates a new event with detailed options. The agent uses it only when the task needs it; connect your Google Calendar account on import.
FluentCRM
TOOL
FluentCRM · Add Tags to Contact
A tool the AI agent can call — FluentCRM — adds one or more tags to an existing contact in FluentCRM. The agent uses it only when the task needs it; 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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