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AI Sales & CRM · Revenue Ops

Import a spreadsheet of leads into your CRM on a schedule

On a schedule, read a Google Sheet of new leads and loop through each row, creating a FluentCRM contact, then post a Slack summary of how many were imported.

ScheduleSchedule Google SheetsGoogle Sheets IteratorIterator FluentCRMFluentCRM SlackSlack
~8 min setup used by 2.4k 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 Day
This workflow runs on a schedule (Every Day) — 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.
Slack
ACTION
Slack · Send Channel Message
Slack — post or Schedule a new message to a specific #channel. Data is mapped from earlier steps; connect your Slack 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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