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Lead Capture & CRM · Growth

Qualify inbound leads by budget and route them to the right team

Split inbound leads by stated budget — enterprise leads alert sales in Slack, smaller leads get an automated nurture email. Uses a Router with three paths.

Fluent FormsFluent Forms RouterRouter SlackSlack EmailEmail
~8 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 → Router → Slack
5 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.
Router
LOGIC
Router · 3 paths
The Router checks your conditions and sends each run down the matching path of 3 — Enterprise (> $10k), Mid-market ($1k–$10k), Small / other — so different cases get different actions.
Slack
ACTION
Slack · Send Channel Message
On the “Enterprise (> $10k)” path — Slack — post or Schedule a new message to a specific #channel. Data is mapped from earlier steps; connect your Slack account on import.
Slack
ACTION
Slack · Send Channel Message
On the “Mid-market ($1k–$10k)” 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 “Small / other” 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.

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