WPForms and FluentCRM both live in WordPress, yet many sites still copy form entries into the CRM by hand. FlowMattic connects them on the same install: each entry can create or update a contact, pick lists and tags from the answers, start a sequence, and record a payment or an event on the contact's timeline.
21 triggers 51 actions 7 example workflows 4 ready-made templates Unlimited runs
When this happens in WPForms1 trigger
Do this in FluentCRM51 actions
1. TriggerNew Form Submission2. ActionCreate or Update ContactWhen WPForms fires New Form Submission, 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
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.
Ready-made templateEvery submission creates or updates the contact with name, email and phone, then sends a personal welcome email from FluentCRM so the person hears back straight away.
New Form SubmissionCreate or Update ContactSend Email to Contact
View the template A checkbox field asks which topics interest the visitor. A Router adds each chosen topic's list to the contact, so newsletters go only to people who asked for them.
New Form SubmissionCreate or Update ContactRouterAdd Lists to Contact
People who request your guide are enrolled in a FluentCRM sequence that delivers the file and follows up over the next week.
New Form SubmissionCreate or Update ContactAdd Subscriber to Sequence
Ready-made templateAn AI Agent compares the new entry with the existing contact found by email. Duplicates get a note and tag instead of a second record, which keeps the CRM clean.
New Form SubmissionGet Contact by EmailAI AgentAdd Note to ContactAdd Tags to Contact
View the template Ready-made templateA Counter numbers each entry and a Router adds tag A, B or C in turn, which splits leads evenly between sales reps or between two versions of a follow-up.
New Form SubmissionCreate or Update ContactCounterRouterAdd Tags to Contact
View the template When WPForms takes a payment, the amount and item are added to the contact as a purchase, so FluentCRM shows what each customer bought even without a store plugin.
New Form SubmissionCreate or Update ContactAdd Purchase to Contact
Workshop and webinar signups add an event to the contact with the session name and date, so you can later see who attended what and invite them to the next one.
New Form SubmissionDate/Time FormatterAdd Event to Contact
When you finish, each WPForms entry creates or updates a FluentCRM contact and sends them a welcome email.
Make sure the WPForms form has Name and Email fields, plus any field you want on the contact such as Phone.
Both plugins run on this site, so no connection is needed. Create a workflow with the WPForms trigger, select the form and submit a test entry.
Add Create or Update Contact and map email, first name, last name and phone. Choose a default list or tag if you like.
Add Send Email to Contact with your subject and message, test both steps with the captured entry and switch the workflow on.
1. Trigger in WPForms
New Form Submission
2. Action in FluentCRM
Create or Update Contact
3. Action in FluentCRM
Send Email to Contact
Fields mapped from the earlier steps (a typical setup)
| From WPForms | To FluentCRM |
|---|---|
| Name (First) | First name |
| Name (Last) | Last name |
| Phone | Phone |
| Form name | Source tag |
A trigger starts a workflow. An action is something FlowMattic does in the app as a step.
WPForms and FluentCRM connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.
WPForms, FluentCRM and FlowMattic run in one WordPress install, so there is nothing to connect and no data leaves the site.
Lists, tags, sequences, notes, purchases and events can all come from one entry, depending on the answers.
FlowMattic runs are unlimited, so a busy form costs the same as a quiet one.
More than add a contact. One entry can choose lists by answer, apply tags, start a sequence, add notes, events and purchases, and branch with Router, all built on the visual builder in wp-admin and tested with a real entry.
No, if you use Create or Update Contact. It matches by email and updates the existing contact. Use Get Contact by Email first if you want to treat returning people differently.
Yes. Each workflow listens to the form you pick, so a newsletter form, a quote form and a webinar form can each apply their own tags and lists.
Yes. Add a Router on a field such as company size, and on the bigger path send an Email (SMTP) to sales or tag the contact so a FluentCRM automation handles it.
Yes. On a payment form, map the item and total to Add Purchase to Contact, so the contact's profile shows what they paid for.
Did not find your answer? You can browse the help center or ask us directly.
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 templatesInstall FlowMattic, connect both accounts and import a template. Every run stays on your own server.
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. WPForms integration 1.0, FluentCRM integration 2.1.1.
