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Connect Fluent Support and FluentCRM

Your helpdesk knows who is struggling and your CRM decides who gets which email. FlowMattic connects Fluent Support and FluentCRM on the same WordPress site, so a ticket can create a contact, add or remove a tag, leave a note on the contact record, or start a sequence once the problem is solved.

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26 triggers 67 actions 7 example workflows 4 ready-made templates Unlimited runs

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When this happens in Fluent Support6 triggers

Do this in FluentCRM51 actions

1. TriggerTicket Created
2. ActionCreate or Update Contact

When Fluent Support fires Ticket Created, FlowMattic runs Create or Update Contact in FluentCRM with the data from that event.

You build this in the FlowMattic workflow builder on your own site. See the setup steps

Fluent Support and FluentCRM workflows you can build

Each one uses only triggers and actions the two integrations ship today, plus FlowMattic's own tools. Where the library has a ready-made template, import it instead of building from scratch.

Fluent Support app icon FluentCRM app icon Ready-made template

Create a FluentCRM contact from every new ticket

Anyone who writes to support ends up in the CRM with their name and email, so marketing and support look at the same list of people.

Ticket CreatedCreate or Update Contact

View the template
Fluent Support app icon FluentCRM app icon Ready-made template

Tag customers who mention refunds in a ticket

A Filter checks the ticket text for a word such as refund or cancel. Only those senders are created or updated in FluentCRM and tagged, so you can hold back sales emails while the issue is open.

Ticket CreatedFilterCreate or Update ContactAdd Tags to Contact

View the template
Fluent Support app icon FluentCRM app icon Ready-made template

Clear the open-issue tag when an agent closes the ticket

Segments built on an open-ticket tag stay accurate. Once the agent closes the ticket, the tag comes off the contact and normal campaigns can reach them again.

Agent Closes a TicketRemove Tags From Contact

View the template
Fluent Support app icon FluentCRM app icon Ready-made template

Flag frustrated replies and note them on the contact

An AI Agent reads each customer reply and judges the mood. Tense replies get a ticket tag for the team lead, and a note on the FluentCRM contact so account managers see the history.

Customer Replies to a TicketAI AgentAdd Tag to Ticket (Pro)Add Note to Contact

View the template
Fluent Support app icon FluentCRM app icon

Ask for feedback a day after the customer closes a ticket

When customers mark their own ticket as done, wait a day and enrol them in a short FluentCRM sequence that asks how support went or points them to a review page.

Customer Closes a TicketDelayAdd Subscriber to Sequence

Fluent Support app icon FluentCRM app icon

Open an onboarding ticket when a contact gets a tag

Tag a new client as onboarding in FluentCRM and a ticket is opened for them by an agent, so the setup call lands in the support queue with a name and email attached.

Contact Added to TagsFilterCreate a New Ticket Using Agent

Fluent Support app icon FluentCRM app icon

Keep helpdesk customer details in step with the CRM

When a contact's name or details change in FluentCRM, find the matching Fluent Support customer and update it, so agents never greet someone by an old name.

Contact UpdatedCreate OR Get Customer InfoUpdate Customer

Set up: a contact from every new ticket

When you finish, each new Fluent Support ticket creates or updates the sender's contact in FluentCRM.

  1. Check both plugins

    Fluent Support and FluentCRM are WordPress plugins, so make sure both are active on the site where FlowMattic runs.

  2. Start from Ticket Created

    Create a workflow with the Fluent Support Ticket Created trigger, then open a test ticket so FlowMattic captures real ticket and customer data.

  3. Add Create or Update Contact

    Add a FluentCRM step with Create or Update Contact and map the customer's email and name. Pick a list or tag if you want ticket senders grouped.

  4. Test and switch on

    Test the step, check the contact in FluentCRM, then switch the workflow on.

Import the ready-made template Beginner, about 5 min to set up
Create a FluentCRM contact from every new ticket Template
  1. Fluent Support app icon 1. Trigger in Fluent Support Ticket Created
  2. FluentCRM app icon 2. Action in FluentCRM Create or Update Contact

    Fields mapped from the earlier steps (a typical setup)

    From Fluent SupportTo FluentCRM
    Customer emailEmail
    Customer first nameFirst name
    Customer last nameLast name
    Ticket titleContact note or custom field
Built on the FlowMattic canvas. Test each step with real data, then switch the workflow on.

Triggers and actions in this pair

A trigger starts a workflow. An action is something FlowMattic does in the app as a step.

Good to know

  • Ticket Created fires for tickets opened by customers and by agents. Add a Filter if only customer tickets should reach FluentCRM.
  • Add Tag to Ticket (Pro) and Remove a Tag From Ticket (Pro) need Fluent Support Pro, as their names say.
  • Create or Update Contact matches by email, so a customer who writes in twice is updated rather than added again.
Fluent Support app icon

Fluent Support

Integration page

Triggers (6)

  • Ticket CreatedTriggers when a new ticket is created by either customer or agent
  • Agent Replies to a TicketTriggers when an agent adds a reply to the ticket
  • Customer Replies to a TicketTriggers when a customer adds a reply to the ticket
  • Agent Closes a TicketTriggers when an agent closes the ticket
  • Customer Closes a TicketTriggers when a customer closes the ticket
  • Ticket DeletedTriggers when a ticket is deleted

Actions (16)

  • Create a New Ticket Using AgentCreates a new ticket. Using this endpoint you will be able to create a new Customer as well as a WP user
  • Create a New Ticket Using CustomerCreates a new ticket
  • Reply to TicketReply to a ticket as a agent
  • Update Any ReplyUpdate any reply
  • Add Tag to Ticket (Pro)Add a tag to a ticket
  • Remove a Tag From Ticket (Pro)Remove a tag from a ticket
  • Get All TicketsGet all tickets
  • Get Specific TicketGet specific ticket by ticket id
  • Delete Ticket(s)Delete a ticket(s) by ticket id(s)
  • Delete ReplyDelete a reply by response id
  • Create OR Get Customer InfoCreates a new customer if not exist, or return the existing customer info
  • Update CustomerUpdate an existing customer
  • Get Customer By IDGet a specific customer by customer id
  • Get All CustomersGet all customers
  • Delete CustomerDelete a customer by customer id
  • Cleanup Ticket EmbedsClean up embedded attachment files in ticket content from your WordPress media directory
FluentCRM app icon

FluentCRM

Integration page

Triggers (20)

  • New Contact CreatedTriggers when a new contact is created in FluentCRM.
  • Contact UpdatedTriggers when a contact is updated in FluentCRM.
  • Contact Custom Fields UpdatedTriggers when a contact custom field is updated in FluentCRM.
  • Contact Added to ListsTriggers when a contact is added to one or more lists in FluentCRM.
  • Contact Removed From ListsTriggers when a contact is removed from one or more lists in FluentCRM.
  • Contact Added to TagsTriggers when a contact is added to one or more tags in FluentCRM.
  • Contact Removed From TagsTriggers when a contact is removed from one or more tags in FluentCRM.
  • Contact Status Change to SubscribedTriggers when contact status is changed to subscribed
  • Contact Status Change to UnsubscribedTriggers when a contact is unsubscribed from a list in FluentCRM.
  • Company CreatedTriggers when a new company is created in FluentCRM.
  • Company UpdatedTriggers when a company is updated in FluentCRM.
  • Company DeletedTriggers when a company is deleted in FluentCRM.
  • Company Assigned to ContactTriggers when a company is assigned to a contact in FluentCRM.
  • Company Unassigned from ContactTriggers when a company is unassigned from a contact in FluentCRM.
  • Email OpenedTriggers when a contact opens an email for first time.
  • Email ClickedTriggers when a contact clicks a link in an email.
  • Email UnsubscribedTriggers when a contact unsubscribes via email.
  • Contact DeletedTriggers when a contact is deleted from FluentCRM.
  • Email BouncedTriggers when an email bounces for a contact.
  • Campaign SentTriggers when a campaign has finished sending all emails and is archived

Actions (51)

  • Create or Update ContactCreates a new contact or updates an existing contact in FluentCRM based on email address.
  • Create ContactCreates a new contact in FluentCRM.
  • Get Contact by EmailRetrieves a contact from FluentCRM by their email address.
  • Get Contact by Contact IDRetrieves a contact from FluentCRM by their contact ID.
  • Get Contact by User IDRetrieves a contact from FluentCRM by their user ID.
  • Get Contact by Tag IDsRetrieves contacts from FluentCRM by one or more tag IDs.
  • Get Contact by List IDsRetrieves contacts from FluentCRM by one or more list IDs.
  • Get Contact by StatusRetrieves contacts from FluentCRM by their subscription status.
  • Get Contact by SegmentRetrieves contacts from FluentCRM by a specific segment.
  • Add Note to ContactAdds a note to an existing contact in FluentCRM.
  • Get Contact NotesRetrieves all notes for a specific contact in FluentCRM.
  • Add Event to ContactAdds an event to an existing contact in FluentCRM.
  • Add Lists to ContactAdds one or more lists to an existing contact in FluentCRM.
  • Remove Lists From ContactRemoves one or more lists from an existing contact in FluentCRM.
  • Add Tags to ContactAdds one or more tags to an existing contact in FluentCRM.
  • Remove Tags From ContactRemoves one or more tags from an existing contact in FluentCRM.
  • Create or Update TagCreates a new tag or updates an existing tag in FluentCRM.
  • Create ListCreates a new contact list in FluentCRM for organizing subscribers.
  • Create or Update CompanyCreates a new company or updates an existing company in FluentCRM based on company name.
  • Create CompanyCreates a new company in FluentCRM.
  • Update CompanyUpdates an existing company in FluentCRM.
  • Delete CompanyPermanently removes a company from FluentCRM.
  • Assign Company to ContactAssigns an existing company to a contact in FluentCRM.
  • Remove Company from ContactRemoves an existing company from a contact in FluentCRM.
  • Add Note to CompanyAdds a note to an existing company in FluentCRM.
  • Get Company NotesRetrieves all notes for a specific company in FluentCRM.
  • List Email TemplatesRetrieves a list of email templates from FluentCRM.
  • Create Email TemplateCreates a FluentCRM email template using a FlowMattic email template. The processed HTML from FlowMattic will be used for the FluentCRM template.
  • Update Email TemplateUpdates an existing email template in FluentCRM.
  • Create CampaignCreates a new email campaign in FluentCRM with specified settings and content.
  • Delete CampaignPermanently removes an email campaign from FluentCRM.
  • List SequencesRetrieves a list of email sequences from FluentCRM.
  • Create SequenceCreates a new email sequence (automation funnel) in FluentCRM with trigger settings.
  • Add Email to SequenceAdds a new email to an existing sequence in FluentCRM.
  • Add Subscriber to SequenceEnrolls a contact into an existing email sequence in FluentCRM.
  • Delete SequencePermanently removes an email sequence from FluentCRM.
  • Remove Subscriber from SequenceUnenrolls a contact from an existing email sequence in FluentCRM.
  • Send Email to ContactSends an email to a contact in FluentCRM.
  • Send Email by TemplateSends an email to a contact using a specific template in FluentCRM.
  • Send Email by CampaignSends an email to a contact using a specific campaign in FluentCRM.
  • Get Contacts Who Opened EmailRetrieves a list of contacts who opened an email from specific campaign in FluentCRM.
  • Get Contacts Who Clicked EmailRetrieves a list of contacts who clicked on an email from specific campaign in FluentCRM.
  • Get Contacts Who Unsubscribed from EmailRetrieves a list of contacts who unsubscribed from an email from specific campaign in FluentCRM.
  • Get Contacts Who Did Not Open EmailRetrieves a list of contacts who did not open an email from specific campaign in FluentCRM.
  • Add Purchase to ContactAdds purchase/order data to a FluentCRM contact from any source (EDD, WooCommerce, custom plugins). Enables purchase-based segmentation and automation.
  • Delete ContactPermanently removes a contact from FluentCRM.
  • Update Contact StatusUpdates the subscription status of a contact (subscribed, unsubscribed, pending, bounced).
  • Get All ListsRetrieves all available contact lists from FluentCRM.
  • Get All TagsRetrieves all available contact tags from FluentCRM.
  • Delete TagPermanently removes a tag from FluentCRM.
  • Delete ListPermanently removes a contact list from FluentCRM.

Why run this pair with FlowMattic

Fluent Support and FluentCRM connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.

One customer record across two plugins

Support history and marketing status meet on the contact, so nobody sends a promotion to someone waiting on a refund.

Customer data stays in WordPress

Both plugins and FlowMattic run on your own site, so ticket text and contact details are not copied to an outside automation service.

Busy support weeks cost nothing extra

Runs are unlimited on every plan, so a launch that doubles your tickets does not change what the automation costs.

Common questions

Can a support ticket add someone to a FluentCRM list?

Yes. After Ticket Created, use Create or Update Contact with a list chosen, or add Add Lists to Contact as a separate step if the contact may already exist.

Can FluentCRM open a support ticket on its own?

Yes. Start from a FluentCRM trigger such as Contact Added to Tags and add Create a New Ticket Using Agent. The ticket appears in Fluent Support like any other.

How do I stop marketing emails to customers with open tickets?

Tag the contact from Ticket Created, exclude that tag from your campaigns, and remove it with Remove Tags From Contact when Agent Closes a Ticket or Customer Closes a Ticket fires.

Can I see support activity on the FluentCRM contact?

Yes. Add Note to Contact or Add Event to Contact after any Fluent Support trigger, with the ticket title and a link, so the contact timeline shows each ticket.

What happens when a ticket is deleted?

Ticket Deleted is a trigger, so you can react to it, for example by removing the open-issue tag from the contact with Remove Tags From Contact.

Did not find your answer? You can browse the help center or ask us directly.

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Start automating Fluent Support and FluentCRM

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Reviewed 23 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. Fluent Support integration 2.1.0, FluentCRM integration 2.1.1.