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Marketing Automation · Marketing

Tag and route signups by marketing campaign

Signups are routed by campaign source (UTM) so each campaign’s leads get the right tag and the right team is alerted. Uses a Router on campaign.

Fluent FormsFluent Forms FluentCRMFluentCRM RouterRouter SlackSlack Google SheetsGoogle Sheets
~12 min setup used by 452 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 → FluentCRM → Router
6 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.
FluentCRM
ACTION
FluentCRM · Create or Update Contact
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.
Router
LOGIC
Router · 3 paths
The Router checks your conditions and sends each run down the matching path of 3 — Spring Sale, Webinar, Other — so different cases get different actions.
Slack
ACTION
Slack · Send Channel Message
On the “Spring Sale” path — Slack — post or Schedule a new message to a specific #channel. Data is mapped from earlier steps; connect your Slack account on import.
Slack
ACTION
Slack · Send Channel Message
On the “Webinar” path — Slack — post or Schedule a new message to a specific #channel. Data is mapped from earlier steps; connect your Slack account on import.
Google Sheets
ACTION
Google Sheets · New Spreadsheet Row
On the “Other” path — Google Sheets — trigger when a new row is added to the spreadsheet. Data is mapped from earlier steps; connect your Google Sheets 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.

Keep exploring

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