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Data Operations & Sync · Data Ops

Send complete records to the CRM and hold incomplete ones

New records route on completeness: fully filled records go to the CRM, partial ones to a holding sheet, the rest to a review list. Uses a Router.

WebhookWebhook RouterRouter FluentCRMFluentCRM Google SheetsGoogle Sheets
~8 min setup used by 2.2k 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.

Webhook → Router → FluentCRM
5 steps
Webhook
TRIGGER
Webhook · Capture Webhook Response
The workflow starts when data is sent to its unique webhook URL. Point any app, form or service at the URL and its payload flows into every step below.
Router
LOGIC
Router · 3 paths
The Router checks your conditions and sends each run down the matching path of 3 — Complete, Partial, Review — so different cases get different actions.
FluentCRM
ACTION
FluentCRM · Create or Update Contact
On the “Complete” path — 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 “Partial” 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.
Google Sheets
ACTION
Google Sheets · New Spreadsheet Row
On the “Review” 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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