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AI Sales & CRM · Revenue Ops

Handle leads differently based on where they came from

Route leads by acquisition source — demo requests go straight to sales, content downloads enter a nurture automation, everything else is logged. Uses a Router.

Fluent FormsFluent Forms RouterRouter SlackSlack ActiveCampaignActiveCampaign Google SheetsGoogle Sheets
~12 min setup used by 825 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 → Router → Slack
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.
Router
LOGIC
Router · 3 paths
The Router checks your conditions and sends each run down the matching path of 3 — Demo request, Content download, Other — so different cases get different actions.
Slack
ACTION
Slack · Send Channel Message
On the “Demo request” path — Slack — post or Schedule a new message to a specific #channel. Data is mapped from earlier steps; connect your Slack account on import.
ActiveCampaign
ACTION
ActiveCampaign · Create or Update Contact
On the “Demo request” path — ActiveCampaign — creates a new contact, or updates an existing contact. Data is mapped from earlier steps; connect your ActiveCampaign account on import.
ActiveCampaign
ACTION
ActiveCampaign · Create or Update Contact
On the “Content download” path — ActiveCampaign — creates a new contact, or updates an existing contact. Data is mapped from earlier steps; connect your ActiveCampaign 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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