When a new form is submitted in Involve.me, add the lead to FluentCRM
When someone completes a submission in an Involve.me funnel, this workflow adds them to FluentCRM as a contact, or updates them if their email is already there, so your quiz and form leads reach your WordPress CRM.
Involve.me
FluentCRM2 steps Setup ~5 min Used on 1.9k sites Free to import
What this workflow does
Involve.me is good at collecting leads through quizzes, calculators and forms, but the follow-up emails usually go out from somewhere else. If that somewhere is FluentCRM, each lead has to get from one to the other. This workflow moves them across as soon as the participant finishes.
The Involve.me trigger, New Form Submission, fires when a participant completes a submission in your funnel. Their answers become values you can map. The FluentCRM step uses Create or Update Contact, which works by email address: a new email creates a contact, and a known one updates the existing contact.
FluentCRM stores the contact on your own WordPress site, next to your other subscribers. The funnel needs to ask for an email address, since FluentCRM matches contacts on it. Task History shows each run with the Involve.me answers and FluentCRM's response, which helps if a field doesn't land where you expected.
Quiz funnel for a coaching business
Participants finish a personality quiz in Involve.me and become FluentCRM contacts, ready for the coach's email series.
Price calculator for a service company
Visitors who complete a quote calculator are added to FluentCRM, so the sales team can follow up from WordPress.
Event interest survey
People who fill in an Involve.me survey about an upcoming event join FluentCRM, where the event announcement will go out.
How this workflow runs
What happens at each step once the workflow is on, and what you need before you import it.
Involve.me New Form SubmissionFires when a participant completes a submission in one of your Involve.me funnels. Connect Involve.me; the answers, including the email, become data to map.
- FluentCRM Create or Update Contact
Creates or updates a FluentCRM contact matched by email. Map the Involve.me email answer and any name fields, then submit a test entry to check the contact.
What you need
- FlowMatticCore
- Involve.me 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 Involve.me funnel, so every completed submission gives FluentCRM an address to match on.
- Using several Involve.me funnels? If the submission data names the funnel, add a Router with a route per funnel and a FluentCRM step on each, so each funnel's leads get their own list or tag.
- If the FluentCRM step offers a list or tag option, set one for Involve.me leads, then start a FluentCRM automation from it.
Questions about this workflow
What happens if the Involve.me participant is already a FluentCRM contact?
FluentCRM matches on email and updates that contact. Blank answers in a later submission can overwrite fields you mapped, so test with an existing contact.
Does every Involve.me funnel feed FluentCRM?
Every completed submission the trigger receives starts a run. To keep just one funnel, add a Filter on a value that identifies it in a test submission.
Do partial Involve.me entries reach FluentCRM?
No. The trigger fires when a participant completes a submission, so people who leave halfway don't start a run.
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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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