Connect Jotform and FluentCRM

Jotform runs your hosted forms: lead magnets, registrations, B2B inquiries and surveys. FluentCRM is the CRM and email tool inside your WordPress site. FlowMattic turns each Jotform submission into a FluentCRM contact with the right tags and lists, saves answers as notes or events, and can start a sequence, so a form answer leads straight to the right follow-up.

Try FlowMattic free See example workflows

21 triggers 51 actions 7 example workflows 3 ready-made templates Unlimited runs

Try a pairing

When this happens in Jotform1 trigger

Do this in FluentCRM51 actions

1. TriggerNew Form Submission

2. ActionCreate or Update Contact

When Jotform fires New Form Submission, FlowMattic runs Create or Update Contact in FluentCRM with the data from that event.

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

Jotform and FluentCRM 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.

Ready-made template

Fast-track leads who plan to buy this month

A Branch reads the buying timeline answer. Urgent leads are saved with a Hot tag and a note for sales, the rest join the normal nurture list.

New Form SubmissionBranchCreate or Update ContactAdd Note to Contact

View the template

Add each Jotform respondent as a FluentCRM contact

Name, email and phone from the form create or update the contact, with a tag for the form, so nobody is entered twice.

New Form SubmissionCreate or Update Contact

Start an email sequence from a lead magnet form

Someone who asks for a checklist or guide is saved and added to a FluentCRM sequence that delivers it and follows up over the next week.

New Form SubmissionCreate or Update ContactAdd Subscriber to Sequence

Save survey answers as a note on the contact

Feedback and NPS surveys find the existing contact by email and store the answers as a note, so the next email can refer to what they said.

New Form SubmissionGet Contact by EmailAdd Note to Contact

Record event registrations on the contact timeline

A registration form adds an event such as Registered for March workshop to the contact, which FluentCRM automations and segments can use.

New Form SubmissionCreate or Update ContactAdd Event to Contact

Create the company and link the contact for B2B inquiries

Inquiry forms that ask for a company name create or update the company in FluentCRM and assign the person to it, so accounts and people stay linked.

New Form SubmissionCreate or Update CompanyCreate or Update ContactAssign Company to Contact

Unsubscribe people who use an opt-out form

A simple Jotform opt-out or preferences form finds the contact and sets their status to unsubscribed, so marketing emails stop.

New Form SubmissionGet Contact by EmailUpdate Contact Status

Set up: fast-track urgent leads

At the end, every Jotform lead is saved in FluentCRM, and those buying this month get a Hot tag and a note for sales.

Connect Jotform
Under Connects, add your Jotform account. FluentCRM runs on this site and needs no connection.
Trigger on New Form Submission
Create a workflow with Jotform and New Form Submission, pick the lead form and send a test submission.
Add the Branch
Add a Branch with one path for the answer This month and another for everything else.
Save the contact on each path
On each path add Create or Update Contact with its own tags, and on the urgent path add Add Note to Contact with the timeline and budget.
Test and switch on
Test both paths with sample answers, check the contacts in FluentCRM and switch the workflow on.

Import the ready-made template Expert, about 8 min to set up

From Jotform	To FluentCRM
Full name	First and last name
Email	Email
Phone number	Phone
Buying timeline	Note text
Budget	Custom field: Budget

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

Every workflow here starts from a Jotform submission, so data moves from Jotform into FluentCRM. FluentCRM triggers cannot change a Jotform form or submission.
Answer names come from your own form questions, so the mapping is an example. Full name answers may arrive as separate first and last parts.
Use Create or Update Contact rather than Create Contact for public forms, since the same person often fills in more than one.

Jotform

Integration page

Triggers (1)

New Form SubmissionTriggers when new form submission is received

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.

Why run this pair with FlowMattic

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

Answers decide the follow-up

Branch and Router read the answers, so buyers, browsers and partners each get their own tags, notes and sequences.

Contacts stay in your WordPress

Leads go from Jotform into the FluentCRM database on your own site, not into another hosted CRM.

No per-submission charges

FlowMattic runs on your server with unlimited runs, so a busy registration week costs the same as a quiet one.

Common questions

How do I send Jotform submissions to FluentCRM?

Create a workflow with the Jotform New Form Submission trigger and add FluentCRM Create or Update Contact. Map the email and name answers, choose lists and tags, and switch it on.

Can different answers add different tags?

Yes. Put a Branch or Router after the trigger on the answer you care about, then run Add Tags to Contact with a different tag on each path.

Can a Jotform submission start a FluentCRM email sequence?

Yes. After the contact is saved, add Add Subscriber to Sequence and pick the sequence. It starts for that contact at once.

Will submissions from before the workflow be added?

No. The trigger runs for submissions received after the workflow is switched on. Export older Jotform submissions and import them with FluentCRM's own contact import if you need them.

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

Start automating Jotform and FluentCRM

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 27 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. Jotform integration 1.0, FluentCRM integration 2.1.1.