When a Formester form submission is created, create a new contact in FluentCRM
When someone submits a Formester form, this workflow creates a contact for them in FluentCRM, or updates the contact if that email address is already there, so form leads join your WordPress email list.
Formester
FluentCRM2 steps Setup ~5 min Used on 1.3k sites Free to import
What this workflow does
Formester hosts your forms outside WordPress, while FluentCRM keeps your contacts and email campaigns inside it. Without a link between the two, each lead has to be exported and imported before you can email them. This workflow sends every new Formester submission straight into FluentCRM.
The Formester trigger fires when a new form submission is created. The answers in that submission become values you can map. FluentCRM then runs Create or Update Contact, which matches on email address: a new address becomes a new contact, and a known address updates the contact you already have.
Every submission goes through, since no step checks the answers first. Map at least the email field, because FluentCRM matches contacts by email. Values you map can replace what the contact already holds, so map only fields you want kept current. Each run appears in Task History along with the Formester values passed to FluentCRM.
Hosted lead forms on landing pages
A Formester form on a campaign landing page sends each lead into FluentCRM, where your welcome sequence and later newsletters can reach them.
Event sign-ups from a shared form link
You share a Formester link in social posts for a workshop, and every registrant becomes a FluentCRM contact you can email reminders to.
Feedback forms from existing customers
Customers who fill in a Formester survey have their FluentCRM contact updated with the new details instead of being added a second time.
How this workflow runs
What happens at each step once the workflow is on, and what you need before you import it.
Formester Form Submission CreatedFires when a new Formester form submission is created. Each answer in the submission is passed on as a value for the FluentCRM step.
- FluentCRM Create or Update Contact
Adds the Formester submitter to FluentCRM as a contact, or refreshes the contact that already uses that email address. Map the email field, plus name or other answers you collect, to the contact.
What you need
- FlowMatticCore
- Formester 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 your Formester form, since FluentCRM matches and creates contacts by email address.
- If several Formester forms are connected, add a Filter after the trigger that continues only for the form meant for your mailing list.
- Submit one test response after import so FlowMattic captures the Formester values, then map them in the FluentCRM step before going live.
Questions about this workflow
What if the Formester submitter is already a FluentCRM contact?
Create or Update Contact matches on email address, so FluentCRM updates the existing contact instead of making a duplicate. Mapped values can overwrite what was stored, and a blank answer may clear a field.
Does FluentCRM have to run on my FlowMattic site for Formester leads?
Yes. FluentCRM is a WordPress plugin, and the step creates contacts on the site where FlowMattic runs. Formester connects through your Formester account.
Are older Formester submissions added to FluentCRM?
No. Only submissions created after the workflow is turned on start a run. Earlier responses would need a separate import into FluentCRM.
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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