Create the contact and tag it by form
Each entry becomes a FluentCRM contact, and a tag names the form it came from, so segments and reports show which form brought each person in.
New Form SubmissionCreate or Update ContactAdd Tags to Contact
Connect Fluent Forms and FluentCRM
Fluent Forms and FluentCRM are both WordPress plugins, so the form that collects a lead and the CRM that follows up live on the same site. FlowMattic gives you finer control over the hand-off: tag by the answer given, start a sequence, record a purchase, keep the message as a note, or show returning contacts a different thank-you message.
22 triggers 53 actions 6 example workflows 30 ready-made templates Unlimited runs
Try a pairing
When this happens in Fluent Forms2 triggers
Do this in FluentCRM51 actions
1. TriggerNew Form Submission2. ActionCreate or Update ContactWhen Fluent Forms 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
Fluent Forms 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.
Start an email sequence from a lead magnet form
Someone asks for a guide or a course, and they go straight into the matching FluentCRM sequence, which sends the download and the follow-up emails.
New Form SubmissionCreate or Update ContactAdd Subscriber to Sequence
Record payment form sales on the contact
Paid workshops and donations taken by Fluent Forms are added as purchases on the FluentCRM contact, so lifetime value and buyer segments include them.
New Payment Submission (Pro)Create or Update ContactAdd Purchase to Contact
Show existing contacts a different thank-you message
Look the email up first. A Router shows known contacts a welcome-back message and new visitors the standard confirmation, set as the form's response.
New Form SubmissionGet Contact by EmailRouterSet Custom Response
Add contacts to lists by the interest they choose
A dropdown asks what the visitor cares about. A Router adds them to the matching FluentCRM list, so each newsletter goes only to people who asked for it.
New Form SubmissionCreate or Update ContactRouterAdd Lists to Contact
Keep each enquiry as a note on the contact
The message the visitor typed is saved as a FluentCRM note, so whoever opens the contact later can read every past question in one place.
New Form SubmissionCreate or Update ContactAdd Note to Contact
More ready-made templates with both apps
- Validate the email with Email List Validation, then create a FluentCRM contact from a Fluent Form
- Sync verified contacts to the CRM and park unverified ones
- Score every new lead and start the right nurture track
- Route new records to the right system by record type
- AI agent that checks for duplicate contacts before adding them
- Tag and route signups by marketing campaign
Set up: contact created and tagged
Once done, every entry of your form creates or updates a FluentCRM contact and adds the tag you choose.
Create the tag
In FluentCRM, add a tag named after the form, for example Webinar signup.
Trigger on the form
In FlowMattic, create a workflow with Fluent Forms New Form Submission, pick the form and send a test entry. No connections are needed, as both plugins are on your site.
Create or update the contact
Add FluentCRM Create or Update Contact and map the email, first name, last name and phone fields.
Add the tag
Add Add Tags to Contact, choose your tag, test both steps and switch the workflow on.
1. Trigger in Fluent Forms
New Form Submission
-
2. Action in FluentCRM
Create or Update Contact
-
3. Action in FluentCRM
Add Tags to Contact
Fields mapped from the earlier steps (a typical setup)
From Fluent Forms To FluentCRM Email field Email First name field First name Last name field Last name Phone field Phone Company field Company custom field
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
- Create or Update Contact matches on email, so a person who fills in two forms keeps one contact with both tags.
- New Payment Submission (Pro) needs Fluent Forms Pro with payments set up on the form.
- If you also send entries to FluentCRM through Fluent Forms' own settings, turn that off for the form, or each entry is handled twice.
- Set Custom Response only changes the message shown to the visitor who just submitted, so it belongs in that form's workflow.
Triggers (2)
- New Form SubmissionTrigger the workflow when a new form submission is received
- New Payment Submission (Pro)Trigger the workflow when a new payment submission is received in FluentForms Pro
Actions (2)
- Set Custom ResponseSet custom response to the Fluent Form success message on form submission
- Redirect to Custom URLRedirect the user to custom URL on Fluent Form submission
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 Forms and FluentCRM connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.
Nothing leaves your WordPress site
The form, the CRM and FlowMattic all run on the same server, so lead data never passes through an outside service.
More than a field mapping
Routers, lookups, notes, purchases and sequences give each entry the follow-up that fits it, not one fixed action.
Big lists, no per-run fees
Runs are unlimited, so a popular form adding thousands of contacts costs the same as a small one.
Common questions
Fluent Forms already connects to FluentCRM. Why use FlowMattic?
The built-in feed covers the basics. FlowMattic adds steps around it: you can check the contact first, branch on answers, add notes and purchases, start sequences and change the response the visitor sees, all in one workflow.
Do I need any API keys?
No. Both plugins run on your WordPress site, so FlowMattic reads the form entry and writes to FluentCRM directly.
Can I respect a marketing consent checkbox?
Yes. Add a Filter or Router on the checkbox. Contacts who agreed can be added to your list, and others can be created without one.
Can I send a welcome email from FluentCRM?
Yes. Add Send Email to Contact or Send Email by Template after the contact is created, or let a sequence send it.
Can one workflow handle several forms?
The clearest setup is one workflow per form, each with its own tag, list or sequence. That also keeps testing simple, because each test entry runs only one workflow.
Did not find your answer? You can browse the help center or ask us directly.
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Install FlowMattic, connect both accounts and import a template. Every run stays on your own server.
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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 Forms integration 2.1.4, FluentCRM integration 2.1.1.