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CRM & Contacts

When an Upflowy flow is finished, create a FluentCRM contact and log it in Google Sheets

When an Upflowy flow wraps up, FlowMattic adds the lead to FluentCRM and logs the same details in Google Sheets, keeping your CRM and records perfectly in sync.

UpflowyUpflowy FluentCRMFluentCRM Google SheetsGoogle Sheets
~5 min setup used by 941 sites

Free · import into FlowMattic in one click

How it works

Every step, explained

Import the template and this whole chain runs on autopilot — here's exactly what happens on each run.

Upflowy → FluentCRM → Google Sheets
3 steps
Upflowy
TRIGGER
Upflowy · Flow Finished
The workflow starts automatically when a customer finishes the flow in Upflowy. FlowMattic captures that data for the steps below.
FluentCRM
ACTION
FluentCRM · Create or Update Contact
FluentCRM — creates a new contact or updates an existing contact in FluentCRM based on email address. Data is mapped from earlier steps; connect your FluentCRM account on import.
Google Sheets
ACTION
Google Sheets · New Spreadsheet Row
Google Sheets — trigger when a new row is added to the spreadsheet. Data is mapped from earlier steps; connect your Google Sheets account on import.
Why this workflow

Built to own, not to rent

No-code setup

Import the JSON, connect your accounts, and go live in minutes. Every step is pre-mapped — you only add your own credentials.

Runs on your server

Self-hosted on your WordPress install. No per-task fees, no data leaving your infrastructure, no monthly SaaS bill.

Fully customizable

Open it in the visual builder and reshape it — add branches, swap apps, insert filters. A starting point, not a cage.

Ready to automate your WordPress site?

Download this workflow free, or grab FlowMattic and own every automation on your site — no per-task fees, ever.