Connect FluentCRM with another app

FluentCRM integration

Connect FluentCRM with 918+ other apps in FlowMattic. Pick a trigger, add FluentCRM steps, map the fields from earlier steps and run the workflow on your own server with no per-task fees.

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20 triggers 51 actions Integration version 2.1.1 Category: CRM (Customer Relationship Management) Unlimited workflows and runs

Pair FluentCRM with another app

See what the two do together: triggers, actions and example workflows.

Popular with FluentCRM

Triggers and actions for FluentCRM

A trigger is the FluentCRM event that starts a workflow. An action is what FlowMattic does in FluentCRM from a step.

Event	What it does	Type
New Contact Created	Triggers when a new contact is created in FluentCRM.	Trigger
Contact Updated	Triggers when a contact is updated in FluentCRM.	Trigger
Contact Custom Fields Updated	Triggers when a contact custom field is updated in FluentCRM.	Trigger
Contact Added to Lists	Triggers when a contact is added to one or more lists in FluentCRM.	Trigger
Contact Removed From Lists	Triggers when a contact is removed from one or more lists in FluentCRM.	Trigger
Contact Added to Tags	Triggers when a contact is added to one or more tags in FluentCRM.	Trigger
Contact Removed From Tags	Triggers when a contact is removed from one or more tags in FluentCRM.	Trigger
Contact Status Change to Subscribed	Triggers when contact status is changed to subscribed	Trigger
Contact Status Change to Unsubscribed	Triggers when a contact is unsubscribed from a list in FluentCRM.	Trigger
Company Created	Triggers when a new company is created in FluentCRM.	Trigger
Company Updated	Triggers when a company is updated in FluentCRM.	Trigger
Company Deleted	Triggers when a company is deleted in FluentCRM.	Trigger
Company Assigned to Contact	Triggers when a company is assigned to a contact in FluentCRM.	Trigger
Company Unassigned from Contact	Triggers when a company is unassigned from a contact in FluentCRM.	Trigger
Email Opened	Triggers when a contact opens an email for first time.	Trigger
Email Clicked	Triggers when a contact clicks a link in an email.	Trigger
Email Unsubscribed	Triggers when a contact unsubscribes via email.	Trigger
Contact Deleted	Triggers when a contact is deleted from FluentCRM.	Trigger
Email Bounced	Triggers when an email bounces for a contact.	Trigger
Campaign Sent	Triggers when a campaign has finished sending all emails and is archived	Trigger
Create or Update Contact	Creates a new contact or updates an existing contact in FluentCRM based on email address.	Action
Create Contact	Creates a new contact in FluentCRM.	Action
Get Contact by Email	Retrieves a contact from FluentCRM by their email address.	Action
Get Contact by Contact ID	Retrieves a contact from FluentCRM by their contact ID.	Action
Get Contact by User ID	Retrieves a contact from FluentCRM by their user ID.	Action
Get Contact by Tag IDs	Retrieves contacts from FluentCRM by one or more tag IDs.	Action
Get Contact by List IDs	Retrieves contacts from FluentCRM by one or more list IDs.	Action
Get Contact by Status	Retrieves contacts from FluentCRM by their subscription status.	Action
Get Contact by Segment	Retrieves contacts from FluentCRM by a specific segment.	Action
Add Note to Contact	Adds a note to an existing contact in FluentCRM.	Action
Get Contact Notes	Retrieves all notes for a specific contact in FluentCRM.	Action
Add Event to Contact	Adds an event to an existing contact in FluentCRM.	Action
Add Lists to Contact	Adds one or more lists to an existing contact in FluentCRM.	Action
Remove Lists From Contact	Removes one or more lists from an existing contact in FluentCRM.	Action
Add Tags to Contact	Adds one or more tags to an existing contact in FluentCRM.	Action
Remove Tags From Contact	Removes one or more tags from an existing contact in FluentCRM.	Action
Create or Update Tag	Creates a new tag or updates an existing tag in FluentCRM.	Action
Create List	Creates a new contact list in FluentCRM for organizing subscribers.	Action
Create or Update Company	Creates a new company or updates an existing company in FluentCRM based on company name.	Action
Create Company	Creates a new company in FluentCRM.	Action
Update Company	Updates an existing company in FluentCRM.	Action
Delete Company	Permanently removes a company from FluentCRM.	Action
Assign Company to Contact	Assigns an existing company to a contact in FluentCRM.	Action
Remove Company from Contact	Removes an existing company from a contact in FluentCRM.	Action
Add Note to Company	Adds a note to an existing company in FluentCRM.	Action
Get Company Notes	Retrieves all notes for a specific company in FluentCRM.	Action
List Email Templates	Retrieves a list of email templates from FluentCRM.	Action
Create Email Template	Creates a FluentCRM email template using a FlowMattic email template. The processed HTML from FlowMattic will be used for the FluentCRM template.	Action
Update Email Template	Updates an existing email template in FluentCRM.	Action
Create Campaign	Creates a new email campaign in FluentCRM with specified settings and content.	Action
Delete Campaign	Permanently removes an email campaign from FluentCRM.	Action
List Sequences	Retrieves a list of email sequences from FluentCRM.	Action
Create Sequence	Creates a new email sequence (automation funnel) in FluentCRM with trigger settings.	Action
Add Email to Sequence	Adds a new email to an existing sequence in FluentCRM.	Action
Add Subscriber to Sequence	Enrolls a contact into an existing email sequence in FluentCRM.	Action
Delete Sequence	Permanently removes an email sequence from FluentCRM.	Action
Remove Subscriber from Sequence	Unenrolls a contact from an existing email sequence in FluentCRM.	Action
Send Email to Contact	Sends an email to a contact in FluentCRM.	Action
Send Email by Template	Sends an email to a contact using a specific template in FluentCRM.	Action
Send Email by Campaign	Sends an email to a contact using a specific campaign in FluentCRM.	Action
Get Contacts Who Opened Email	Retrieves a list of contacts who opened an email from specific campaign in FluentCRM.	Action
Get Contacts Who Clicked Email	Retrieves a list of contacts who clicked on an email from specific campaign in FluentCRM.	Action
Get Contacts Who Unsubscribed from Email	Retrieves a list of contacts who unsubscribed from an email from specific campaign in FluentCRM.	Action
Get Contacts Who Did Not Open Email	Retrieves a list of contacts who did not open an email from specific campaign in FluentCRM.	Action
Add Purchase to Contact	Adds purchase/order data to a FluentCRM contact from any source (EDD, WooCommerce, custom plugins). Enables purchase-based segmentation and automation.	Action
Delete Contact	Permanently removes a contact from FluentCRM.	Action
Update Contact Status	Updates the subscription status of a contact (subscribed, unsubscribed, pending, bounced).	Action
Get All Lists	Retrieves all available contact lists from FluentCRM.	Action
Get All Tags	Retrieves all available contact tags from FluentCRM.	Action
Delete Tag	Permanently removes a tag from FluentCRM.	Action
Delete List	Permanently removes a contact list from FluentCRM.	Action

Three steps to a running FluentCRM workflow

The builder keeps the order you think in: connect the app, choose what starts the workflow, add what should happen.

Connect
Authorise FluentCRM once
Add a FluentCRM connection under Connects and reuse it in every workflow. Credentials stay in your WordPress database.
Trigger
Pick what starts it
Start from a FluentCRM event, or from a WordPress event, a form, a webhook, a schedule or any of the 918+ integrations, then capture a sample so later steps can map real fields.
Act
Add FluentCRM steps and logic
Chain FluentCRM actions with Router, Filter, Iterator and Delay, test each step against captured data, then switch the workflow on.

FluentCRM workflows people build

Each example pairs FluentCRM with an app it is often used with. Build any of them on the canvas, or start from the workflow library.

When a form submission received, create a new contact and add the subscriber to sequence in FluentCRM

Fluent Forms to FluentCRM, then FluentCRM

When a purchase is made in SureCart, record the purchase in FluentCRM contact

SureCart to FluentCRM

When a campaign is sent, after a week, get all the contacts not opened the email and add them to a new list

FluentCRM to Delay, then Routers, then FluentCRM

Create new email template in FluentCRM from the FlowMattic's Email Templates

Webhooks to FluentCRM

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

FluentCRM to 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 to FluentCRM, then Google Sheets

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

FluentCRM to Mailchimp, then 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 to WordPress, then Mailchimp

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

Typeform to FluentCRM

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

Freshdesk to FluentCRM, then Google Sheets

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

WooCommerce to FluentCRM

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

Fluent Forms to FluentCRM

Browse the workflow library

Connect FluentCRM with other apps

857 apps have triggers or actions that work with FluentCRM. The ones used together most often come first.

Showing 24 of 857 apps

About FluentCRM

FlowMattic integration version 2.1.1

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.

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FluentCRM integration changelog

What changed in each version of the integration.

v2.1.1 – 13 Apr. 2026
# Fixed
– Double opt-in now only applies to new contacts — existing contacts no longer receive a confirmation email when adding tags or lists

v2.1.0 – 20 Dec. 2025
# New
– Emails sent via “Send Email by Template” action now appear in FluentCRM’s native Emails tab
– Full preview support using FluentCRM’s built-in email preview functionality
– Emails are stored with email_type “flowmattic” for easy identification
– Automatic email tracking with open/click status support

# Fix
– Yes/No field option values were not being preserved sometimes when editing the FluentCRM action settings

v2.0.1 – 10 Oct. 2025
# Improved
– FluentCRM contact tags can be used to dynamically create and update email templates from outside sources like MCP tools.
– Capture response method for contact updated and contact field updated is fixed to have common data in all
– Removed searchable and fillable data from captured response
– Added UTM parameters option to Create Campaign action with checkbox to enable/disable UTM tracking

v2.0.0 – 19 September, 2025

# New Triggers
– Company Created
– Company Updated
– Company Deleted
– Company Assigned to Contact
– Company Unassigned from Contact
– Email Opened
– Email Clicked
– Email Unsubscribed
– Contact Deleted
– Email Bounced

# New Actions
– Create Contact
– Add Note to Contact
– Get Contact Notes
– Create or Update Company
– Create Company
– Add Note to Company
– Get Company Notes
– Update Company
– Assign Company to Contact
– Remove Company from Contact
– List Sequences
– Add Email to Sequence
– List Email Templates
– Send Email by Template
– Send Email to Contact
– Send Email by Campaign
– Add Event to Contact
– Update Email Template
– Get Contacts Who Opened Email
– Get Contacts Who Clicked Email
– Get Contacts Who Unsubscribed from Email
– Get Contacts Who Did Not Open Email
– Create Email Template
– Create Campaign
– Create Sequence
– Create List
– Add Subscriber to Sequence
– Add Purchase to Contact
– Delete Contact
– Update Contact Status
– Get All Lists
– Get All Tags
– Delete Tag
– Delete List
– Delete Company
– Remove Subscriber from Sequence
– Delete Campaign
– Delete Sequence

# Improved
– Added Lists and Tags to the Get Contact actions
– Added request payload to all the actions for access in Task History
– Added request payload tracking to all remaining actions for better debugging in Task History
– Enhanced error handling with try-catch blocks and detailed error messages

# Fixes
– Workflow having contact updated trigger was executing multiple times if the same contact is updated in workflow (improved loop prevention)

v1.3.2 – 28 March, 2025
– Improved: Create/Update contact action can now use multiple Lists in single action step
– Improved: Create/Update contact action can now use multiple Tags in single action step
– Fix: Multiple lists/tags in the triggers now work fine

v1.3.1 – 24 Jan. 2025
– Fix: Compatibility with v5 workflow builder

v1.3.0 – 19 Jul. 2024
– New: Option to get all contacts in array for Get contacts by Tags, Lists and Status actions
– New: Contacts response for Get contacts by Tags, Lists and Status actions will now include the custom fields

v1.2.0 – 2 March, 2023
– New: Custom fields can be retrieved for get contact by email, Contact ID, and User ID actions
– Improved: Custom fields update now only update the fields with values provided
– Fix: PHP error on workflow admin screen, when FluentCRM is not active but integration is installed

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

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