Add New Contact to FluentCRM when MakeForms response is received
When a MakeForms response comes in, this workflow creates a FluentCRM contact from the respondent’s email and answers, or updates the contact if that email is already in your CRM.
MakeForms
FluentCRM2 steps Setup ~5 min Used on 1.4k sites Free to import
What this workflow does
MakeForms handles the form, and FluentCRM handles your contacts and emails inside WordPress. Without a link, each response has to be copied into the CRM by hand. This workflow puts every respondent into FluentCRM the moment their response arrives.
The MakeForms trigger, New Response, fires when a form submission is received. FlowMattic passes the answers to FluentCRM, where Create or Update Contact checks the email address. A new email creates a contact, and an existing one has its contact updated with the answers you map.
Because the contact is stored by FluentCRM on your own WordPress site, the respondent's details stay with you after they leave MakeForms. Every response runs the step, with no Filter, so make sure your form collects an email address for the match to work.
Consultation booking form
Visitors request a consultation through MakeForms. Each one becomes a FluentCRM contact you can follow up with by email from your site.
Course waitlist
A MakeForms waitlist form collects names and emails. Respondents land in FluentCRM, ready for the launch email when enrollment opens.
Customer survey with follow-up
Survey answers update existing FluentCRM contacts by email, so customers you already know get their latest answers on file.
How this workflow runs
What happens at each step once the workflow is on, and what you need before you import it.
MakeForms New ResponseFires when a MakeForms form submission is received. The answers, including the respondent's email, are passed to FluentCRM for mapping.
- FluentCRM Create or Update Contact
Creates a new FluentCRM contact or updates the existing one, matched by email address. Map the MakeForms email answer to the contact email and add any name fields.
What you need
- FlowMatticCore
- MakeForms AccountAccount
- FluentCRM PluginPlugin
After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.
Make it yours
Changes worth making after you import it.
- Make the email question required in MakeForms. FluentCRM matches contacts by email, so a response without one can't create or update a contact.
- Add a Filter after the MakeForms trigger that continues only when a consent answer is yes, if you only want people who agreed to emails in FluentCRM.
- After the contact step, add FluentCRM's Add Tags to Contact so you can see in FluentCRM which contacts came from this MakeForms form.
Questions about this workflow
What happens if the MakeForms respondent is already a FluentCRM contact?
Create or Update Contact matches by email address, so the existing contact is updated with the mapped answers instead of a second contact being created.
Does FluentCRM need to be on the same site as FlowMattic for MakeForms responses?
Yes. FluentCRM is a WordPress plugin, and FlowMattic creates the contact in the FluentCRM install on the site where the workflow runs.
Will responses already in MakeForms be imported?
No. New Response fires when a submission is received, so only responses sent after you turn the workflow on reach FluentCRM.
Can I add MakeForms respondents to a FluentCRM list too?
Add FluentCRM's Add Lists to Contact step after Create or Update Contact. By then the contact exists, so the list can be applied to it.
More CRM & Contacts workflows
Other ready-to-import templates from the same category.
Import this workflow into your WordPress site
Download the JSON, import it from the Workflows screen and connect your accounts. Every run stays on your server, with no per-task fees.
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