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Lead Intelligence · Growth

Qualify leads by budget before routing to sales

A Branch checks whether a lead meets the minimum budget — qualified leads alert sales and are added to CRM, others get a self-serve email. Uses a Branch.

Fluent FormsFluent Forms BranchBranch FluentCRMFluentCRM SlackSlack EmailEmail
~8 min setup used by 2.9k sites
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How it works

Every step, explained

Import the template and this whole chain runs on autopilot — here's exactly what happens on each run.

Fluent Forms → Branch → FluentCRM
5 steps
Fluent Forms
TRIGGER
Fluent Forms · New Form Submission
The workflow starts automatically when a new form submission is received in Fluent Forms. FlowMattic captures that data for the steps below.
Branch
LOGIC
Branch · Meets minimum budget ($2k)?
The Branch evaluates "Meets minimum budget ($2k)?": when it's true the Yes path runs, otherwise the No path runs — two outcomes, one workflow.
FluentCRM
ACTION
FluentCRM · Create or Update Contact
On the Yes path (condition met) — FluentCRM — creates a new contact or updates an existing contact in FluentCRM based on email address. Data is mapped from earlier steps; connect your FluentCRM account on import.
Slack
ACTION
Slack · Send Channel Message
On the Yes path (condition met) — Slack — post or Schedule a new message to a specific #channel. Data is mapped from earlier steps; connect your Slack account on import.
Email
ACTION
Email · Send Email
On the No path (otherwise) — Email — send an email using built-in WP mail function or custom SMTP. Data is mapped from earlier steps; connect your Email account on import.
Why this workflow

Built to own, not to rent

No-code setup

Import the JSON, connect your accounts, and go live in minutes. Every step is pre-mapped — you only add your own credentials.

Runs on your server

Self-hosted on your WordPress install. No per-task fees, no data leaving your infrastructure, no monthly SaaS bill.

Fully customizable

Open it in the visual builder and reshape it — add branches, swap apps, insert filters. A starting point, not a cage.

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