When a new lead is captured in Convertbox, create new subscriber user in WordPress

Each new ConvertBox lead becomes a user account on your WordPress site, created from the email and name the lead gave, so opt-ins can log in to member content.

Convertbox

WordPress

Download this workflow Browse more workflows

2 steps Setup ~5 min Used on 3.3k sites Free to import

The When a new lead is captured in Convertbox, create new subscriber user in WordPress workflow on the FlowMattic canvas, with 2 steps across Convertbox, WordPress — The workflow as it appears in the builder after import. Each step opens for editing.

What this workflow does

Some opt-ins are really sign-ups: the visitor wants access to a members area, a resource library or a free course on your site. If ConvertBox only collects the email, you still have to create each account. This workflow creates the WordPress user when the lead arrives.

The Convertbox trigger runs whenever a visitor opts in through one of your ConvertBox boxes. The lead's email and any name field are passed to FlowMattic for mapping.

The WordPress step uses New User to create an account on the same site that runs FlowMattic. You map the lead's email and, where you collect it, the name. To make these accounts subscribers, check after a test run which role the new user gets. A repeat lead won't get a second account: WordPress keeps one user per email, and the step returns the ID of the existing one, which Task History shows.

Free resource library behind a login

A ConvertBox offers access to your downloads area. Each lead gets a WordPress account so they can sign in and reach the library.

Free mini course on a membership site

Visitors opt in through a ConvertBox for a short course. The new WordPress user is ready for the course content you show to logged-in members.

Community forum sign-ups

A ConvertBox on your blog invites readers to join the forum, and each lead is created as a WordPress user who can take part.

How this workflow runs

What happens at each step once the workflow is on, and what you need before you import it.

Step 1Trigger
Convertbox New Lead Submission
Starts a run each time someone opts in through a ConvertBox box. The opt-in's email and name come through ready to map. Submit a test lead after import so the fields show up.
Step 2Action
WordPress New User
Creates a new user on your WordPress site from the lead. Map the email and any name field, then check with a test run that the account gets the role you want, such as Subscriber.

What you need

FlowMatticCore
Convertbox AccountAccount

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.

Run one test lead and open the new user in WordPress. Confirm the role, username and email look right before you turn the workflow on for real visitors.
Add a Filter between the Convertbox trigger and the WordPress step that continues only for the box that offers site access, so newsletter-only opt-ins don't get WordPress accounts.
Tell new users how to log in. A WordPress account they don't know about is no use, so mention the login page and password reset in the box's thank-you message.

Questions about this workflow

What happens if the ConvertBox lead already has a WordPress account?

They keep their current login. The New User step finds the email already registered, creates no user and returns that account's ID. If the step's role is set to Subscriber, the existing account gets that role added.

Will the new WordPress users be subscribers?

Check after a test run. The template creates a user from the lead data, and you should confirm the role in WordPress before relying on it.

Does every ConvertBox lead get an account?

As imported, yes. Each new lead the trigger receives creates a user. Add a Filter between the Convertbox trigger and the WordPress step if only leads from certain boxes should become WordPress users.