Create or update a FluentCRM contact for each new LeadCapture.io lead
Every lead pushed into LeadCapture.io is created as a contact in FluentCRM, or matched by email to the existing contact and updated, so your WordPress CRM has each lead ready for follow-up.
LeadCapture.io
FluentCRM2 steps Setup ~5 min Used on 1.0k sites Free to import
What this workflow does
LeadCapture.io forms and funnels collect leads, but your follow-up emails and lead tracking may live in FluentCRM on your WordPress site. This workflow brings each lead across as it comes in, so you can tag it, add it to a list and start your sequences.
The LeadCapture.io New Lead trigger fires when a new lead is pushed to LeadCapture.io. The lead's details, such as name, email and the answers they gave, are passed on.
The FluentCRM Create or Update Contact step creates a contact, or updates the one that already has the same email address. It ships unmapped. After import, map the lead's email and name, plus any phone or custom fields you keep, and choose the lists, tags or status these leads should get.
Leads without an email address can't be matched or created in FluentCRM, so make email a required field in your LeadCapture.io form. Task History shows each lead and what FluentCRM returned.
Quote requests into a WordPress CRM
A renovation company's LeadCapture.io quote form sends each request to FluentCRM, tagged so the estimator can filter for new quotes.
Funnel leads into an email sequence
A coach adds every LeadCapture.io lead to a FluentCRM list that starts a welcome sequence about their programmes.
Returning leads kept up to date
When someone fills in a second LeadCapture.io form, their existing FluentCRM contact is updated with the new details instead of a duplicate being created.
How this workflow runs
What happens at each step once the workflow is on, and what you need before you import it.
LeadCapture.io New LeadFires when LeadCapture.io receives a new lead. The lead's details and form answers are passed on to FluentCRM so you can map them into the contact.
- FluentCRM Create or Update Contact
Creates a FluentCRM contact or updates the one with a matching email. Map the email and name, add any custom fields, and set the lists, tags or status new leads should get.
What you need
- FlowMatticCore
- LeadCapture.io 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.
- Add a tag such as "LeadCapture" in the FluentCRM step, so you can segment these contacts and see where they came from.
- If you run several LeadCapture.io forms, map the form name into a FluentCRM custom field so your team knows which one each lead filled in.
- Set the contact status to subscribed only if your LeadCapture.io form asks for marketing consent; otherwise keep it pending and use FluentCRM's double opt-in.
Questions about this workflow
What if the LeadCapture.io lead is already in FluentCRM?
FluentCRM matches contacts by email, so the existing contact is updated with the mapped details instead of a second one being created.
Does FluentCRM have to run on the WordPress site with FlowMattic for LeadCapture.io leads?
Yes. FluentCRM is a WordPress plugin, and FlowMattic writes the contact to the FluentCRM install on the site where the workflow runs.
Which LeadCapture.io answers end up in FluentCRM?
Only the ones you map in the Create or Update Contact step. The template leaves it empty, so match each answer to a FluentCRM field or custom field.
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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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