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AI Sales & CRM · Revenue Ops

Match leads to the sales pod that specializes in their industry

A Router examines the industry a lead selected and routes healthcare, finance, and other verticals to the specialist pod’s Slack channel with a tailored CRM tag.

TypeformTypeform RouterRouter SlackSlack FluentCRMFluentCRM
~12 min setup used by 2.8k 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.

Typeform → Router → Slack
7 steps
Typeform
TRIGGER
Typeform · New Form Submission
The workflow starts whenever a "New Form Submission" event happens in Typeform, capturing its 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 — Healthcare, Finance, Other — so different cases get different actions.
Slack
ACTION
Slack · Send Channel Message
On the “Healthcare” path — Slack — post or Schedule a new message to a specific #channel. Data is mapped from earlier steps; connect your Slack account on import.
FluentCRM
ACTION
FluentCRM · Add Tags to Contact
On the “Healthcare” path — FluentCRM — adds one or more tags to an existing contact in FluentCRM. Data is mapped from earlier steps; connect your FluentCRM account on import.
Slack
ACTION
Slack · Send Channel Message
On the “Finance” path — Slack — post or Schedule a new message to a specific #channel. Data is mapped from earlier steps; connect your Slack account on import.
FluentCRM
ACTION
FluentCRM · Add Tags to Contact
On the “Finance” path — FluentCRM — adds one or more tags to an existing contact in FluentCRM. Data is mapped from earlier steps; connect your FluentCRM account on import.
Slack
ACTION
Slack · Send Channel Message
On the “Other” 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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