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AI Sales & CRM · Revenue Ops

Route trial signups by company size for the right onboarding

New trial signups from larger teams get a human onboarding touch and a Slack alert; solo signups enter a self-serve email sequence. Uses a Branch on team size.

WPFormsWPForms FluentCRMFluentCRM BranchBranch SlackSlack EmailEmail
~12 min setup used by 1.3k 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.

WPForms → FluentCRM → Branch
6 steps
WPForms
TRIGGER
WPForms · New Form Submission
The workflow starts whenever a "New Form Submission" event happens in WPForms, capturing its 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.
Branch
LOGIC
Branch · Team of 10 or more?
The Branch evaluates "Team of 10 or more?": when it's true the Yes path runs, otherwise the No path runs — two outcomes, one workflow.
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 Yes path (condition met) — 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.
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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