FluentCRM sends your newsletters and sequences. Gmail is where real conversations happen. FlowMattic connects the two on your WordPress site, so a new contact, a tag or a click on a key link can produce a personal email or a ready draft from your own Gmail address, and replies reach a person instead of a marketing sender.
20 triggers 69 actions 6 example workflows 2 ready-made templates Unlimited runs
When this happens in FluentCRM20 triggers
Do this in Gmail18 actions
1. TriggerNew Contact Created2. ActionSend EmailWhen FluentCRM fires New Contact Created, FlowMattic runs Send Email in Gmail 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.
Founders and consultants write to every new lead from their own inbox. Add Note to Contact then records in FluentCRM that the personal email went out.
New Contact CreatedSend EmailAdd Note to Contact
A click on the booking or pricing link is a buying signal. A Filter checks the URL and Gmail saves a draft to that contact, so the rep only reviews and sends.
Email ClickedFilterCreate Draft
The tag might come from a form, a sequence or a teammate. Whoever owns sales gets an email with the contact's name, email and company straight away.
Contact Added to TagsFilterSend Email
When a campaign finishes, wait three days, fetch who did not open it, and draft a short personal note to each. Best for small B2B lists where every contact matters.
Campaign SentDelayGet Contacts Who Did Not Open EmailIteratorCreate Draft
An unsubscribe from a customer can be a warning sign. A Filter keeps contacts tagged Customer, and Gmail emails the account manager so they can check in.
Contact Status Change to UnsubscribedFilterSend Email
After a campaign is archived, the people who clicked are fetched and formatted into one email for sales, who follow up while interest is fresh.
Campaign SentGet Contacts Who Clicked EmailText FormatterSend Email
By the end, each new FluentCRM contact receives a short email from your Gmail address and gets a note saying so.
Add a Gmail connection under Connects, signed in as the person whose name should be on the email.
Create a workflow with the FluentCRM New Contact Created trigger and add a test contact to capture its fields.
Add Gmail Send Email, put the contact's email in To, and write a short message that uses their first name.
Add FluentCRM Add Note to Contact with a line such as Personal welcome sent from Gmail, test the workflow and switch it on.
1. Trigger in FluentCRM
New Contact Created
2. Action in Gmail
Send Email
3. Action in FluentCRM
Add Note to Contact
Fields mapped from the earlier steps (a typical setup)
| From FluentCRM | To FluentCRM |
|---|---|
| To | |
| First name | Greeting in the body |
| Contact ID | Add Note to Contact: contact |
A trigger starts a workflow. An action is something FlowMattic does in the app as a step.
FluentCRM and Gmail connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.
Contacts, tags and notes stay in your FluentCRM database on your own server. Only the message itself goes to Google.
Runs are unlimited, so a personal note for every new lead costs the same whether you get five a week or five hundred.
Create Draft lets the workflow do the typing while a person decides what actually gets sent.
FluentCRM is built for campaigns and sequences. Gmail is better for one-to-one messages from a named person, because the email sits in their Sent folder and the reply comes back to their inbox like any normal conversation.
Yes. Use Create Draft instead of Send Email. Each message waits in Gmail Drafts with the recipient and text filled in, and you send it when you are happy with it.
Not with this pair, because Gmail has no triggers in FlowMattic. You can still tag a contact in the same workflow that sends the email, for example Contact emailed personally.
New Contact Created, Contact Added to Tags, Email Clicked and Contact Status Change to Unsubscribed all suit personal follow-up. Campaign Sent works well with the Get Contacts Who Clicked Email and Get Contacts Who Did Not Open Email actions.
It can. Add a Filter before the Iterator, for example only contacts with a Customer tag or a company set, so the drafts stay a list a person can work through.
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 ClickUp4 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. FluentCRM integration 2.1.1, Gmail integration 1.2.0.
