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FluentCRM

FluentCRM is the best and complete feature-rich Email Marketing & CRM solution. It is also the simplest and fastest CRM and Marketing Plugin on WordPress.

Version: 1.1.0

Workflow Examples

Workflow Name Applications

When a new contact is added to FluentCRM, create a new WordPress user

FluentCRM
WordPress

When form submission is received in Contact Form 7, create a new contact in FluentCRM and add new row in Google Spreadsheet

Contact Form 7
FluentCRM
Google Spreadsheets

When contact status is changed to subscribed in FluentCRM, add member to list in MailChimp and create a new customer in Pabbly Subscriptions

FluentCRM
Mailchimp
Pabbly Subscriptions

When a tag is added to the contact in FluentCRM, update the user post meta in WordPress and add the tag to the user in Mailchimp

FluentCRM
WordPress
Mailchimp

When new submission received in Typeform, create a new contact in FluentCRM

Typeform
FluentCRM

When new contact is created in Freshdesk, get the contact by email in FluentCRM, and add details to Google Spreadsheet

Freshdesk
FluentCRM
Google Spreadsheets

When new customer is created in WooCommerce, create a new contact in FluentCRM

WooCommerce
FluentCRM

When a form submission received in Fluent Forms, create a new contact in FluentFRM with certain tags

Fluent Forms
FluentCRM

All actions and triggers available in
FluentCRM

Triggers

When this happens..

  • New Contact Created

    Triggers when a new contact is created in FluentCRM

  • Contact Updated

    Triggers when the existing contact is updated

  • Contact Custom Fields Updated

    Triggers when custom fields are updated in the contact

  • Contact Added to Lists

    Triggers when contact is added to a list

  • Contact Removed From Lists

    Triggers when contact is removed from a list

  • Contact Added to Tags

    Triggers when contact added to a tag

  • Contact Removed From Tags

    Triggers when contact is removed from the tag

  • Contact Status Change to Subscribed

    Triggers when contact status is changed to subscribed

  • Contact Status Change to Unsubscribed

    Triggers when contact status is changed to unsubscribed

Actions

Do this..

  • Create a New Contact

  • Add Lists to Contact

  • Add Tags to Contact

  • Remove Lists From Contact

  • Remove Tags From Contact

  • Get Contact by Email

  • Get Contact by Contact ID

  • Get Contact by User ID

  • Get Contact by Tag IDs

  • Get Contact by List IDs

  • Get Contact by Status

FluentCRM integration changelog

v1.1.0 | 5 Sept. 2022
– New: Added an option to set the contact custom fields while creating or updating contact
– New: Added lists and tags in the dynamic tag dropdown for easy search
– New: Added an option to select tags for tags added to contact trigger
– New: Added an option to select tags for tags removed from contact trigger
– New: Added an option to select lists for lists added to contact trigger
– New: Added an option to select lists for lists removed from contact trigger
– New: Added an option to set tags while creating new contact
– New: Added an option to set lists while creating new contact