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AI Sales & CRM · Revenue Ops

Assign inbound leads to the right regional sales team

Leads are routed by region to the correct sales channel and tagged in the CRM, so reps only see their own territory. Uses a Router with three regions.

Fluent FormsFluent Forms FluentCRMFluentCRM RouterRouter SlackSlack
~12 min setup used by 2.5k 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 — Americas, EMEA, APAC — so different cases get different actions.
Slack
ACTION
Slack · Send Channel Message
On the “Americas” 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 “EMEA” 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 “APAC” path — Slack — post or Schedule a new message to a specific #channel. Data is mapped from earlier steps; connect your Slack 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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