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FluentCRM integration

Create contacts, manage tags and lists, and react to FluentCRM contact changes.

  • 6 triggers · 7 actions · 2 other steps
  • 5 steps on Personal · all 15 on Business
Get FlowWPFluentCRM templates
fluentcrm.com (opens in a new tab)

Triggers and actions

What you can automate with FluentCRM

Every step FluentCRM adds to FlowWP, named and described as it appears in the editor, with the plan that includes it.

Triggers 6

Events in FluentCRM that can start a workflow.

  • A FluentCRM contact is created

    Optionally only with a particular status, or only for WordPress users.

    Business plan
    Data it passes on · 23 values

    Contact

    • Contact ID
    • Email
    • First name
    • Last name
    • Full name
    • Phone
    • Status
    • Contact type
    • WordPress user ID
    • Created
    • Tags
    • Lists

    WordPress user

    • User ID
    • Username
    • Email
    • Display name
    • First name
    • Last name
    • Slug
    • Website
    • Roles
    • Registered on
    • Edit link

  • A tag is added to a FluentCRM contact

    Optionally only for one tag, or only for contacts who are WordPress users.

    Personal plan
    Data it passes on · 26 values

    Contact

    • Contact ID
    • Email
    • First name
    • Last name
    • Full name
    • Phone
    • Status
    • Contact type
    • WordPress user ID
    • Created
    • Tags
    • Lists

    WordPress user

    • User ID
    • Username
    • Email
    • Display name
    • First name
    • Last name
    • Slug
    • Website
    • Roles
    • Registered on
    • Edit link

    Tags added

    • IDs
    • Names
    • Items

  • A tag is removed from a FluentCRM contact

    Optionally only for one tag, or only for contacts who are WordPress users.

    Business plan
    Data it passes on · 26 values

    Contact

    • Contact ID
    • Email
    • First name
    • Last name
    • Full name
    • Phone
    • Status
    • Contact type
    • WordPress user ID
    • Created
    • Tags
    • Lists

    WordPress user

    • User ID
    • Username
    • Email
    • Display name
    • First name
    • Last name
    • Slug
    • Website
    • Roles
    • Registered on
    • Edit link

    Tags removed

    • IDs
    • Names
    • Items

  • A FluentCRM contact is added to a list

    Optionally only for one list, or only for contacts who are WordPress users.

    Business plan
    Data it passes on · 26 values

    Contact

    • Contact ID
    • Email
    • First name
    • Last name
    • Full name
    • Phone
    • Status
    • Contact type
    • WordPress user ID
    • Created
    • Tags
    • Lists

    WordPress user

    • User ID
    • Username
    • Email
    • Display name
    • First name
    • Last name
    • Slug
    • Website
    • Roles
    • Registered on
    • Edit link

    Lists added to

    • IDs
    • Names
    • Items

  • A FluentCRM contact is removed from a list

    Optionally only for one list, or only for contacts who are WordPress users.

    Business plan
    Data it passes on · 26 values

    Contact

    • Contact ID
    • Email
    • First name
    • Last name
    • Full name
    • Phone
    • Status
    • Contact type
    • WordPress user ID
    • Created
    • Tags
    • Lists

    WordPress user

    • User ID
    • Username
    • Email
    • Display name
    • First name
    • Last name
    • Slug
    • Website
    • Roles
    • Registered on
    • Edit link

    Lists removed from

    • IDs
    • Names
    • Items

  • A FluentCRM contact’s status changes

    Subscribed, unsubscribed, bounced and the rest. Optionally only to one status, or only for WordPress users.

    Business plan
    Data it passes on · 24 values

    Contact

    • Contact ID
    • Email
    • First name
    • Last name
    • Full name
    • Phone
    • Status
    • Contact type
    • WordPress user ID
    • Created
    • Tags
    • Lists

    WordPress user

    • User ID
    • Username
    • Email
    • Display name
    • First name
    • Last name
    • Slug
    • Website
    • Roles
    • Registered on
    • Edit link
    • Previous status

Actions 7

What a workflow can do in FluentCRM.

  • Add or update a FluentCRM contact

    Matched by email. A contact who unsubscribed is not subscribed again.

    Personal plan
    Data it passes on · 13 values
    • Contact was new

    Contact

    • Contact ID
    • Email
    • First name
    • Last name
    • Full name
    • Phone
    • Status
    • Contact type
    • WordPress user ID
    • Created
    • Tags
    • Lists

  • Add tags to a FluentCRM contact

    Creates the contact if needed. A tag name that does not exist yet becomes a tag.

    Personal plan
    Data it passes on · 13 values
    • Contact existed already

    Contact

    • Contact ID
    • Email
    • First name
    • Last name
    • Full name
    • Phone
    • Status
    • Contact type
    • WordPress user ID
    • Created
    • Tags
    • Lists

  • Remove tags from a FluentCRM contact

    Business plan
    Data it passes on · 13 values
    • Contact found

    Contact

    • Contact ID
    • Email
    • First name
    • Last name
    • Full name
    • Phone
    • Status
    • Contact type
    • WordPress user ID
    • Created
    • Tags
    • Lists

  • Add a FluentCRM contact to lists

    Creates the contact if needed. A list name that does not exist yet becomes a list.

    Personal plan
    Data it passes on · 13 values
    • Contact existed already

    Contact

    • Contact ID
    • Email
    • First name
    • Last name
    • Full name
    • Phone
    • Status
    • Contact type
    • WordPress user ID
    • Created
    • Tags
    • Lists

  • Remove a FluentCRM contact from lists

    Business plan
    Data it passes on · 13 values
    • Contact found

    Contact

    • Contact ID
    • Email
    • First name
    • Last name
    • Full name
    • Phone
    • Status
    • Contact type
    • WordPress user ID
    • Created
    • Tags
    • Lists

  • Change a FluentCRM contact’s status

    Business plan
    Data it passes on · 14 values
    • Previous status
    • Status changed

    Contact

    • Contact ID
    • Email
    • First name
    • Last name
    • Full name
    • Phone
    • Status
    • Contact type
    • WordPress user ID
    • Created
    • Tags
    • Lists

  • Get a FluentCRM contact

    Their details, tags and lists, for a later step. Changes nothing.

    Business plan
    Data it passes on · 13 values
    • Contact found

    Contact

    • Contact ID
    • Email
    • First name
    • Last name
    • Full name
    • Phone
    • Status
    • Contact type
    • WordPress user ID
    • Created
    • Tags
    • Lists

Other steps 2

Checks, lookups and helpers that shape the data in between.

  • A FluentCRM contact has a tag

    Use the False branch for “does not have the tag”. Any or all of several tags.

    Personal plan
    Data it passes on · 14 values
    • Condition met
    • Contact found

    Contact

    • Contact ID
    • Email
    • First name
    • Last name
    • Full name
    • Phone
    • Status
    • Contact type
    • WordPress user ID
    • Created
    • Tags
    • Lists

  • A FluentCRM contact is in a list

    Use the False branch for “is not in the list”. Any or all of several lists.

    Business plan
    Data it passes on · 14 values
    • Condition met
    • Contact found

    Contact

    • Contact ID
    • Email
    • First name
    • Last name
    • Full name
    • Phone
    • Status
    • Contact type
    • WordPress user ID
    • Created
    • Tags
    • Lists

Set it up

  1. 1Install and activate FluentCRM on your WordPress site.
  2. 2FlowWP finds it and adds its steps to the step library. If FluentCRM is missing, FlowWP says so instead of hiding them.
  3. 3Pick a FluentCRM step in any workflow. Every value it passes on is in the token picker.

Where it runs

FluentCRM steps run inside WordPress, on your own server. FlowWP only contacts an outside service when you add a connection to one or use a step that needs it.

Nothing runs until you activate a workflow, and every run is recorded step by step.

Templates

Start from a FluentCRM workflow

Browse all templates
    1. Contact Form 7 logoTrigger: A Contact Form 7 form is submitted (Contact Form 7)
    2. FluentCRM logoAction: Add or update a FluentCRM contact (FluentCRM)
    FormsPersonal plan

    Save Contact Form 7 enquiries in FluentCRM

    Each submission becomes a contact tagged Enquiry. Uses the your-name and your-email fields of Contact Form 7’s default form.

    2 stepsBeginner
    1. WooCommerce logoTrigger: An order is paid (WooCommerce)
    2. FluentCRM logoAction: Add or update a FluentCRM contact (FluentCRM)
    CRMPersonal plan

    Add paying customers to FluentCRM

    Every paid order saves the customer as a contact tagged Customer.

    2 stepsBeginner
    1. WooCommerce logoTrigger: An order is paid (WooCommerce)
    2. Condition: Only continue if (Logic)
    3. FluentCRM logoAction: Add tags to a FluentCRM contact (FluentCRM)
    CRMPersonal plan

    Tag big spenders VIP in FluentCRM

    Orders over 200 tag the customer VIP, ready for your VIP emails. Change the amount to suit your store.

    3 stepsIntermediate
    1. FluentCRM logoTrigger: A FluentCRM contact’s status changes (FluentCRM)
    2. FluentCRM logoAction: Remove tags from a FluentCRM contact (FluentCRM)
    CRMBusiness plan

    Remove a tag when a contact unsubscribes

    When a FluentCRM contact unsubscribes, take them out of your newsletter segment so nothing is sent to them by mistake.

    2 stepsBeginner
    1. WooCommerce logoTrigger: An order is paid (WooCommerce)
    2. FluentCRM logoCondition: A FluentCRM contact has a tag (FluentCRM)
    3. FluentCRM logoAction: Add tags to a FluentCRM contact (FluentCRM)
    4. +7 more steps
    WooCommercePersonal plan

    Turn first-time buyers into repeat customers

    A first order starts a short series: a welcome, a check-in three days later, and a one-time 10% coupon a week after that. Returning customers are just tagged.

    10 stepsAdvanced
    1. WooCommerce logoTrigger: A user reviews a product (WooCommerce)
    2. Condition: If / Else (Logic)
    3. WooCommerce logoAction: Generate a coupon code (WooCommerce)
    4. Action: Send Email (Email)
    5. FluentCRM logoAction: Add tags to a FluentCRM contact (FluentCRM)
    6. +2 more steps
    WooCommercePersonal plan

    Thank happy reviewers and catch unhappy ones

    Four- and five-star reviewers get a thank-you coupon. Lower ratings go straight to your team, so an unhappy customer hears from a person fast.

    7 stepsAdvanced

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