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Data Operations & Sync · Data Ops

Back up new CRM contacts to a spreadsheet weekly

Weekly, pull the latest CRM contacts and loop through them, appending each to a backup Google Sheet — a simple, reliable off-platform backup.

ScheduleSchedule FluentCRMFluentCRM IteratorIterator Google SheetsGoogle Sheets
~8 min setup used by 3.3k 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.

Schedule → FluentCRM → Iterator
4 steps
Schedule
TRIGGER
Schedule · Every Week
This workflow runs on a schedule (Every Week) — it starts on its own at the interval and time you set in the Schedule trigger. No incoming event is needed.
FluentCRM
ACTION
FluentCRM · Get Contact by Status
FluentCRM — retrieves contacts from FluentCRM by their subscription status. Data is mapped from earlier steps; connect your FluentCRM account on import.
Iterator
LOGIC
Iterator · Loop Through Array
The Iterator loops over the list from the previous step and runs the following actions once for every item in it.
Google Sheets
ACTION
Google Sheets · New Spreadsheet Row
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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