Connect FluentCRM and Slack

FluentCRM knows when a contact gets a tag, clicks a campaign link or unsubscribes, but that knowledge stays inside wp-admin. FlowMattic sends those moments to Slack, as a channel post for the team or a direct message for one rep, so sales and marketing can act on CRM activity where they already talk.

Try FlowMattic free See example workflows

20 triggers 65 actions 6 example workflows 35 ready-made templates Unlimited runs

Try a pairing

When this happens in FluentCRM20 triggers

Do this in Slack14 actions

1. TriggerContact Added to Tags

2. ActionSend Channel Message

When FluentCRM fires Contact Added to Tags, FlowMattic runs Send Channel Message in Slack with the data from that event.

You build this in the FlowMattic workflow builder on your own site. See the setup steps

FluentCRM and Slack 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.

Alert sales when a contact gets the hot-lead tag

Your scoring rules or a form adds the tag, and the sales channel gets the name, email and source of the contact so someone can call while the interest is fresh.

Contact Added to TagsSend Channel Message

Show marketing who unsubscribed and when

A short post for each unsubscribe helps the team spot a campaign that went wrong on the day, rather than at the end of the month.

Contact Status Change to UnsubscribedSend Channel Message

DM a rep when a contact clicks the pricing link

A Filter keeps only clicks on your pricing or booking URL. The rep gets a direct message with the contact's details, which is a better reason to reach out than a cold list.

Email ClickedFilterSend Direct Message

Post a morning call list from a tag, then clear it

Every morning the workflow fetches contacts with a call-me tag, posts each one to Slack and removes the tag, so tomorrow's list holds only new names.

ScheduleGet Contact by Tag IDsIteratorSend Channel MessageRemove Tags From Contact

Let support know a campaign just went out

When a campaign is sent, post its subject to the support channel. Agents then know why replies and questions about that offer are coming in.

Campaign SentSend Channel Message

Create a client channel when a company is added

B2B teams that track accounts as FluentCRM companies get a Slack channel named after each new company, ready for the account team to join.

Company CreatedCreate Channel

Set up: hot-lead tag alerts

At the end, every contact who receives your chosen tag is announced in a Slack channel.

Connect Slack
In FlowMattic, add a Slack connection under Connects. FluentCRM is on the same WordPress site, so it needs no separate account.
Pick the tag trigger
Create a workflow with Contact Added to Tags and choose the tag that marks a hot lead.
Capture a test contact
Add that tag to a test contact in FluentCRM so FlowMattic captures the contact's fields.
Post to the sales channel
Add Send Channel Message, choose the channel, place the name, email and any custom fields in the text, test it and switch the workflow on.

Slack app icon — Built on the FlowMattic canvas. Test each step with real data, then switch the workflow on.

From FluentCRM	To Slack
First and last name	Message heading
Email	Contact line
Phone	Contact line
Source	Where the lead came from
Tags	Context line

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

Slack has no triggers in FlowMattic, so Slack cannot update a contact. Workflows here start from a FluentCRM event, a Schedule or a Webhook.
Get Contact by Tag IDs asks for tag IDs, not names. Look them up in FluentCRM, or with Get All Tags, before you build the step.
Custom fields appear in the captured data only if the test contact has them filled in, so use a complete contact when testing.

FluentCRM

Integration page

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.

Slack

Integration page

Actions (14)

Send Channel MessagePost or Schedule a new message to a specific #channel
Add ReminderAdds a reminder for the user
Create ChannelCreates a new channel
List All ChannelsRetrieve list of all channels
Set Channel TopicSets the topic on a selected channel
Set StatusSets your Slack status to the given text and emoji
Invite User To ChannelInvite an existing User to an existing Channel. You must be a member of the channel to invite someone to it
Find User by EmailFinds a user by matching against their email instead of their username
Find User by IDFinds a user by their ID.
Send Direct MessageSend a direct message to a user or yourself from the Slackbot. Can also schedule a message for later
Send Private Channel MessagePost a new message to a private channel you choose. Can also schedule a message for later
Update ProfileUpdate basic profile fields such as name or title
Find MessageFinds a Slack message using the Slack Search feature
Upload FileUpload file to your slack workplace

Why run this pair with FlowMattic

FluentCRM and Slack connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.

CRM data stays in WordPress

FluentCRM and FlowMattic both run on your site, so contact details go from your own database straight to Slack.

Big lists, same plan

Runs are unlimited, so alerting on every click of a large campaign costs the same as alerting on a few.

Signals become conversations

Tags, clicks and status changes reach the people who can act on them, without anyone watching the CRM dashboard.

Common questions

Which FluentCRM events can post to Slack?

Any of FluentCRM's triggers, including New Contact Created, Contact Added to Tags or Lists, status changes, Email Opened, Email Clicked, Email Bounced, Campaign Sent and the company events. Each can feed a Slack channel message, private channel message or DM.

Can I alert only on certain links?

Yes. Add a Filter after Email Clicked that continues only when the clicked URL contains your pricing or demo page.

Can the Slack message mention the contact owner?

If you store the owner's email in a custom field, map it into Find User by Email and send a direct message to the user it returns.

Can I send one message instead of many?

Yes. Run the workflow on a Schedule, fetch contacts with Get Contact by Tag IDs or by list, and post a single summary, or loop with Iterator when each contact needs its own line.

Does a Slack reply change anything in FluentCRM?

No. Slack has no triggers in FlowMattic, so replies stay in Slack. To record follow-ups, add a FluentCRM action such as Add Note to Contact inside the workflow itself.

Did not find your answer? You can browse the help center or ask us directly.

Start automating FluentCRM and Slack

Install FlowMattic, connect both accounts and import a template. Every run stays on your own server.

Try FlowMattic free See pricing

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, Slack integration 1.0.