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When an email is received in Email Parser, create a new contact in FluentCRM

Forward or send emails to your Email Parser by FlowMattic address, and each one creates a FluentCRM contact from the details you map, or updates the contact if that email is already there.

Email Parser by FlowMattic FluentCRM

2 steps Setup ~5 min Used on 816 sites Free to import

The When an email is received in Email Parser, create a new contact in FluentCRM workflow on the FlowMattic canvas, with 2 steps across Email Parser by FlowMattic, FluentCRM
The workflow as it appears in the builder after import. Each step opens for editing.

What this workflow does

Some leads never touch a form. They arrive as emails: a lead notice from a directory, an enquiry forwarded by a colleague, a message from a booking site. This workflow turns those emails into FluentCRM contacts without copying anything by hand.

Email Parser by FlowMattic gives the workflow its own email address. When an email is received there, the trigger fires and the message's data, such as the sender and the subject and body, becomes available to map. The FluentCRM step, Create or Update Contact, then works on the email address you map. If no contact has it, a new one is created. If one does, that contact is updated.

Because updates replace field values, a later email that carries blank or different details can overwrite what the contact already holds. Map only fields the emails reliably contain, and test with a few real messages first.

Lead notices from a directory site

A listing site emails you each enquiry. Set it to send those notices to your parser address, and each enquirer becomes a FluentCRM contact you can add to a sequence.

Forwarded enquiries from the team

Staff forward customer emails from their own inboxes to the parser address, and the sender is added to FluentCRM without anyone logging in to WordPress.

Event registrations sent by email

A ticketing platform emails a confirmation for each sale. Copy those to the parser address so each attendee is created or updated in your CRM.

How this workflow runs

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

  1. Step 1Trigger
    Email Parser by FlowMattic Email Received

    Starts a run for every message delivered to the parser address FlowMattic gives this workflow. The email's data, including the sender and the message content, is passed on for mapping.

  2. Step 2Action
    FluentCRM Create or Update Contact

    Creates a FluentCRM contact from the email, or updates the existing contact with the same email address. Map the address and any name details you can rely on, then test with a real message.

What you need

  • FlowMatticCore
  • 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.

  • When the lead's address is in the email body, for example in a forwarded notice, add Text Formatter's Extract Pattern step and map its first result as the contact email.
  • Add a Filter after the trigger that continues only when the subject contains a word your lead emails share, so newsletters and replies sent to the address don't become contacts.
  • If a forwarded email puts your colleague in the sender field, map the customer's address from the body instead, or every forward updates your colleague's contact.

Questions about this workflow

What happens when the emailed lead already exists in FluentCRM?

Create or Update Contact matches by email address, so the existing contact is updated instead of duplicated. Mapped fields can take the new values, so check that a blank value won't wipe one you need.

Do I need an email account for Email Parser by FlowMattic?

No separate mailbox is needed. The trigger gives you an address to send or forward emails to. You'll need FluentCRM installed on the same WordPress site as FlowMattic.

Can the workflow read a phone number or company from the email body?

Not as imported. Add a Text Formatter step to pull the value out of the body, then map its result into the FluentCRM step.

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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Customers who run it every day

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The main advantage of the plugin that it can turn your WordPress installation into a powerhouse, just imagine that you can replace all other integration with only this one.

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No additional usage fees over and above the annual fee ... AND Technical Support is great... they get back to you quite quickly and go above and beyond what is expected...