Skip to content
Try for Free
My Account Try for Free
AI Content & Productivity · Content Ops

Score leads with AI and route hot ones into your CRM

OpenAI scores lead quality; hot leads are added to FluentCRM and flagged in Slack, while cold leads are simply logged. Combines AI with a Router.

Fluent FormsFluent Forms OpenAI (ChatGPT)OpenAI (ChatGPT) RouterRouter FluentCRMFluentCRM SlackSlack EmailEmail
~12 min setup used by 963 sites
Download & Use This Workflow Browse more workflows

Free · import into FlowMattic in one click

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 → OpenAI (ChatGPT) → Router
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.
OpenAI (ChatGPT)
ACTION
OpenAI (ChatGPT) · Generate Content
OpenAI (ChatGPT) — generate content based on the prompt provided. Data is mapped from earlier steps; connect your OpenAI (ChatGPT) account on import.
Router
LOGIC
Router · 2 paths
The Router checks your conditions and sends each run down the matching path of 2 — Hot lead, Cold lead — so different cases get different actions.
FluentCRM
ACTION
FluentCRM · Create or Update Contact
On the “Hot lead” path — 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
On the “Hot lead” path — Slack — post or Schedule a new message to a specific #channel. Data is mapped from earlier steps; connect your Slack account on import.
Email
ACTION
Email · Send Email
On the “Cold lead” path — 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

Related workflows

Other ready-to-import automations from the FlowMattic library.

Fluent Support
OpenAI (ChatGPT)
Slack
Draft support replies with AI and send them to Slack for review
Free template
FluentCRM
OpenAI (ChatGPT)
Add an AI-written outreach note to every new CRM contact
Free template
Fluent Forms
OpenAI (ChatGPT)
Google Drive
Turn form ideas into a structured brief with AI and save it to Google Drive
Free template

Ready to automate your WordPress site?

Download this workflow free, or grab FlowMattic and own every automation on your site — no per-task fees, ever.

Download Workflow See pricing