Post new FluentForm submission to CRM if phone number field is not empty else send follow-up email requesting phone number
Push complete Fluent Forms submissions with a phone number straight into your CRM, and when the number is missing, automatically email the lead to request it so no contact record stays incomplete.
Fluent Forms
Branch
FluentCRM
EmailFree · import into FlowMattic in one click
Every step, explained
Import the template and this whole chain runs on autopilot — here's exactly what happens on each run.
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.
Related workflows
Other ready-to-import automations from the FlowMattic library.
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