FluentCRM knows who your contacts are and what they did with your emails. Twilio can text or ring them. FlowMattic joins the two on your WordPress site, so a tag, a bounced email or a link click can send an SMS, and an inbound text can create or update a contact in your CRM.
22 triggers53 actions6 example workflows1 ready-made templateUnlimited runs
Try a pairing
When this happens in Twilio2 triggers
Do this in FluentCRM51 actions
1. TriggerIncoming SMS
2. ActionCreate or Update Contact
When Twilio fires Incoming SMS, 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
Twilio 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.
Text the sales rep when a contact is tagged hot lead
The moment someone applies the hot lead tag, by hand or from a FluentCRM automation, the rep on duty gets an SMS with the contact's name, email and phone to call back.
Contact Added to Tags→Filter→Send SMS
Let people join your list by texting their email
Print a number on a flyer or a shop counter. Each incoming text is checked for an email address, which becomes a FluentCRM contact on your SMS signups list.
Incoming SMS→Text Formatter→Create or Update Contact→Add Lists to Contact
Ask for a working email address after a bounce
When FluentCRM records a bounce for a contact who has a phone number, a short SMS asks them for a current address, so a typo at signup does not lose the subscriber.
Email Bounced→Filter→Send SMS
Ring the account manager when a pricing link is clicked
A Router checks which link was clicked in a campaign. Clicks on the pricing or booking link trigger a Twilio call that reads out the contact's name to the account manager.
Email Clicked→Router→Call Phone
Send appointment reminders to a tagged group each morning
Clinics, salons and tutors tag tomorrow's bookings. A Schedule fetches contacts with that tag, texts each one a reminder and records the reminder as an event on their profile.
Schedule→Get Contact by Tag IDs→Iterator→Send SMS→Add Event to Contact
Welcome new subscribers with a text as well as an email
When a contact's status turns to subscribed and the record has a phone number, a Delay waits a few minutes and sends a friendly SMS that confirms what they signed up for.
Contact Status Change to Subscribed→Delay→Send SMS
When you finish, tagging a FluentCRM contact as a hot lead sends that contact's details to a sales phone by SMS.
1
Connect Twilio
Add a Twilio connection under Connects with your account details and the Twilio number you will send from.
2
Pick the FluentCRM trigger
FluentCRM runs on the same WordPress site, so no connection is needed. Start the workflow with Contact Added to Tags and tag a test contact to capture data.
3
Limit it to one tag
Add a Filter so the workflow continues only when the added tag is hot lead.
4
Write the SMS
Add Twilio Send SMS, enter the rep's number and build a short message from the contact fields. Test it on your own phone, then switch the workflow on.
Text the sales rep when a contact is tagged hot lead
1. Trigger in FluentCRM
Contact Added to Tags
2. FlowMattic tool
Filter
3. Action in Twilio
Send SMS
Fields mapped from the earlier steps (a typical setup)
From Twilio
To Twilio
First and last name
Name in the SMS
Email
Email in the SMS
Phone
Callback number in the SMS
Tag title
Reason for the alert
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
FluentCRM looks contacts up by email, contact ID, user ID, tag, list, status or segment, not by phone number. Workflows that start from an Incoming SMS need the sender to include an email, or they can only create new contacts.
Twilio needs numbers in full international format. Phone fields in FluentCRM are free text, so clean them with Text Formatter before Send SMS.
Contact Added to Tags and Contact Added to Lists run for every tag or list. Add a Filter for the one you care about so other tags do not send texts.
Only text contacts who agreed to SMS. A custom field or tag for SMS consent and a Filter on it keep the rest out.
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
Twilio and FluentCRM connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.
Use the tags you already manage
Your FluentCRM tags, lists and email activity decide who gets a text, so there is no second contact list to keep in step.
Contacts never leave your site
FluentCRM is a WordPress plugin and FlowMattic runs beside it. Only the SMS itself goes out to Twilio from your own server.
Reminder runs cost nothing extra
FlowMattic does not charge per run, so a daily reminder loop over hundreds of contacts adds only Twilio's own message cost.
Common questions
Can FluentCRM send an SMS through Twilio?
Yes. Any FluentCRM trigger, such as a new tag, a list signup or an email click, can start a FlowMattic workflow that ends with Twilio Send SMS. You choose the number and write the message from the contact's fields.
Can an inbound text update an existing contact?
Only when the text carries the contact's email address, because FluentCRM finds contacts by email rather than phone. With the email, Create or Update Contact updates the existing record instead of making a duplicate.
Can I log every SMS I send in the contact's timeline?
Yes. After Send SMS, add Add Note to Contact or Add Event to Contact with the message text, so anyone opening the contact in FluentCRM sees that a text went out and when.
Can a call be placed instead of a text?
Yes. Call Phone rings a number and reads out a message you write, which suits urgent alerts to staff. For customers, a text is usually the better choice.
Can I stop texting people who unsubscribe?
Yes. Add a Filter on the contact's status before the Twilio step, or use Contact Status Change to Unsubscribed to remove an SMS tag so later workflows skip them.
30-day money-back guarantee Unlimited workflows and runs Self-hosted
Reviewed 23 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. Twilio integration 1.0, FluentCRM integration 2.1.1.
FluentCRM and Slack35 shared templates
FluentCRM and Fluent Forms30 shared templates
FluentCRM and AI Agents24 shared templates
FluentCRM and Google Sheets19 shared templates
FluentCRM and WooCommerce10 shared templates
FluentCRM and Mailchimp7 shared templates
FluentCRM and WordPress7 shared templates
FluentCRM and Facebook Lead Ads5 shared templates
