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Data Operations & Sync · Data Ops

Sync verified contacts to the CRM and park unverified ones

A Branch on the verification flag syncs confirmed sign-ups to the CRM and parks unconfirmed ones in a pending sheet.

Fluent FormsFluent Forms BranchBranch FluentCRMFluentCRM Google SheetsGoogle Sheets
~8 min setup used by 807 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 → Branch → FluentCRM
4 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.
Branch
LOGIC
Branch · Email verified?
The Branch evaluates "Email verified?": when it's true the Yes path runs, otherwise the No path runs — two outcomes, one workflow.
FluentCRM
ACTION
FluentCRM · Create or Update Contact
On the Yes path (condition met) — 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.
Google Sheets
ACTION
Google Sheets · New Spreadsheet Row
On the No path (otherwise) — 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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