FluentCRM already lives inside WordPress. FlowMattic connects its contacts to the rest of the site: tags can grant or remove roles, new contacts can get user accounts, new users and commenters can become tagged contacts, and a new post can start a newsletter draft. Everything runs on the same install, with no outside service.
52 triggers 122 actions 7 example workflows 7 ready-made templates Unlimited runs
When this happens in FluentCRM20 triggers
Do this in WordPress71 actions
1. TriggerNew Contact Created2. ActionNew UserWhen FluentCRM fires New Contact Created, FlowMattic runs New User in WordPress 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.
Ready-made templateContacts imported or added by forms get a site account with the same name and email, so they can log in to a members area or course straight away.
New Contact CreatedNew User
View the template Payment tools often tag the contact. The workflow finds the matching user and adds the member role, so access follows the tag without editing users by hand.
Contact Added to TagsGet User by EmailAdd Role to User
When a renewal fails and the tag is removed, the same user loses the member role, which closes access and keeps the CRM and the site telling the same story.
Contact Removed From TagsGet User by EmailRemove User Role
Ready-made templateEvery new registration becomes a contact, created or updated by email, and gets a tag for where they signed up, ready for a welcome sequence.
New UserCreate or Update ContactAdd Tags to Contact
View the template When you publish a post, FluentCRM gets a campaign draft with the title and excerpt, so the newsletter about it only needs a review and a send.
New PostCreate Campaign
An approved comment adds an event to the contact with the post it was on, so the CRM shows which readers take part, not just who opens emails.
Comment ApprovedAdd Event to Contact
When a contact unsubscribes, a user meta field is set on their account, so other plugins on the site, such as a membership plugin, can respect it.
Contact Status Change to UnsubscribedGet User by EmailUpdate User Meta
At the end, each new FluentCRM contact gets a WordPress user with the same email.
Create a workflow with the FluentCRM New Contact Created trigger and add a test contact so its fields are captured. Neither app needs a connection.
Add WordPress Get User by Email and a Filter that continues only when no user was found, so existing users are left alone.
Add WordPress New User and map the email, first and last name and the role new contacts should have.
Test with a contact whose email has no account yet, check the new user in wp-admin and switch the workflow on.
1. Trigger in FluentCRM
New Contact Created
2. Action in WordPress
New User
Fields mapped from the earlier steps (a typical setup)
| From FluentCRM | To WordPress |
|---|---|
| Contact email | User email |
| Contact email | Username |
| First name | First name |
| Last name | Last name |
A trigger starts a workflow. An action is something FlowMattic does in the app as a step.
FluentCRM and WordPress connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.
Contacts, users and workflows all live in your WordPress database. No contact data leaves the site for these jobs.
A tag added by a form, a payment or a FluentCRM automation can give or take away a role, which suits memberships and courses.
Imports that create thousands of contacts and users cost the same as a quiet day.
Yes. Start from Contact Added to Tags, find the user with Get User by Email and use Add Role to User or Change User Role. Your membership plugin then treats them as a member.
No. FluentCRM and WordPress run on the same site as FlowMattic, so their triggers and actions work without any API key or connection.
Yes. Add a Filter after Get User by Email that stops the workflow when the user is an administrator or editor, so a tag added by mistake never changes a staff role.
These workflows create the campaign with Create Campaign so you can check it first. Sending stays in your hands in FluentCRM.
Yes. From a Schedule, run Get All Users by Role, loop over the users with Iterator and save each one with Create or Update Contact. Switch the workflow off once the run is done.
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 Sheets20 shared templates
FluentCRM and WooCommerce10 shared templates
MailchimpIntegration page
Facebook Lead AdsIntegration page
MemberPressIntegration pageInstall 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, WordPress integration 7.3.0.
