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WordPress Marketing Automation

Capture leads from every form, keep your CRM and email lists current, and put warm leads in front of the right person, from workflows on your own WordPress site.

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Works with

Example workflow

Follow up on Contact Form 7 enquiries

  1. Contact Form 7 logoTrigger · Contact Form 7A Contact Form 7 form is submitted
  2. FluentCRM logoAction · FluentCRMAdd or update a FluentCRM contact
  3. Action · EmailSend Email
  4. Action · DelayDelay
  5. FluentCRM logoCondition · FluentCRMA FluentCRM contact has a tag
  6. Branch: False
    Action · EmailSend Email
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The problem

What makes this slow by hand

  • Leads stuck in form entries

    Submissions sit in each form plugin’s entries screen until someone copies them into the CRM.

  • Lists that drift out of date

    Customers who bought, unsubscribed or changed their address are not reflected in your email tool.

  • Warm leads reach sales late

    A pricing question waits in the same inbox as everything else.

  • Glue code nobody maintains

    A snippet or a connector links two tools, until one of them changes.

How FlowWP handles it

The same work, as workflows on your own site

  • Every form, one patternWPForms, Gravity Forms, Contact Form 7, Fluent Forms, Formidable, Ninja Forms, Forminator and Elementor forms can all start a workflow, and a webhook accepts leads from any other app.
  • Your CRM kept currentCreate and tag contacts in FluentCRM or Groundhogg, add subscribers to Mailchimp or MailPoet, and remove a tag when someone unsubscribes.
  • Routing that reads the leadSwitch sends pricing questions to sales and problems to support, and an AI step can file a message as a question, a complaint or a sales lead.
  • Follow-ups that check firstWait two days, check whether the enquiry became a customer, and only then follow up.
  • Segments from behaviourTag big spenders VIP, react when a contact clicks a link, and tell your team while the lead is warm.
  • Alerts where your team worksPost new leads to Slack, Discord, Telegram or WhatsApp as they arrive.

Built on

Example workflows

Ready-made workflows to start from

Browse all templates
    1. Elementor logoTrigger: An Elementor form is submitted (Elementor)
    2. FluentCRM logoAction: Add or update a FluentCRM contact (FluentCRM)
    3. Action: Send Email (Email)
    4. Condition: Switch (Logic)
    5. FluentCRM logoAction: Add tags to a FluentCRM contact (FluentCRM)
    6. +3 more steps
    FormsPersonal plan

    Route Elementor leads to the right person

    Every lead is saved in FluentCRM and gets an instant reply. Then pricing questions go to sales, problems go to support, and the rest to a general inbox. Uses the name and message fields of Elementor’s default form.

    8 stepsAdvanced
    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)
    3. Action: Send Email (Email)
    4. Action: Delay (Delay)
    5. FluentCRM logoCondition: A FluentCRM contact has a tag (FluentCRM)
    6. +1 more steps
    CRMPersonal plan

    Follow up on Contact Form 7 enquiries

    Save the enquiry in FluentCRM and confirm it straight away. Two days later, if they have not become a customer, send a friendly follow-up.

    6 stepsIntermediate
    1. Webhooks and schedules logoTrigger: A webhook is received (Schedules & Webhooks)
    2. Condition: Only continue if (Logic)
    3. FluentCRM logoAction: Add or update a FluentCRM contact (FluentCRM)
    4. Action: Send Email (Email)
    5. Action: Send Email (Email)
    CRMPersonal plan

    Capture leads from any app with a webhook

    Point Zapier, Make, a landing page or any other tool at this workflow’s webhook. Leads with an email are saved in FluentCRM, welcomed, and passed to your team.

    5 stepsIntermediate
    1. WPForms logoTrigger: A WPForms form is submitted (WPForms)
    2. AI logoAction: Ask AI (AI)
    3. Condition: Switch (Logic)
    4. Action: Send Email (Email)
    5. +2 more steps
    AIPersonal plan

    Sort enquiries with AI and send them to the right person

    Every message is read by AI and filed as a question, a complaint or a sales lead, then passed to whoever handles that. Spam is recognised and dropped quietly.

    6 stepsIntermediate
    1. Groundhogg logoTrigger: A contact clicks a link in an email (Groundhogg)
    2. Groundhogg logoAction: Add tags to a contact (Groundhogg)
    3. Action: Send Email (Email)
    CRMBusiness plan

    Tell sales when a contact clicks a link

    A click in one of your emails is the warmest signal you get. This tags the contact and tells your team while they are still reading.

    3 stepsIntermediate
    1. WooCommerce logoTrigger: An order is paid (WooCommerce)
    2. Mailchimp logoAction: Add or update a Mailchimp subscriber (Mailchimp)
    CRMPersonal plan

    Put paying customers on your Mailchimp audience

    A paid order adds the customer to an audience as Pending, so Mailchimp emails them to confirm before it counts them — the compliant way round. If your checkout already asks for consent, change the step to Subscribed.

    2 stepsBeginner

Use cases

Worked through, step by step

All use cases

Integrations

The plugins and apps involved

Before you start

  • Decide the rule once. Form fields arrive as tokens. Choose which become the contact’s name, email and tags, and every lead after that follows the same rule.
  • Consent is yours to collect. A workflow adds someone to a list because you told it to. Check your form’s consent field with an If before subscribing anyone. Adding Mailchimp subscribers as Pending lets Mailchimp ask them to confirm.
  • Which plan you need. Steps for WPForms, Contact Form 7, Forminator, Ninja Forms and Formidable start on Personal, along with a starter set of CRM, marketing and messaging steps. Gravity Forms, Fluent Forms and the full CRM, marketing and messaging integrations are on Business.
  • What leaves your site. FlowWP only contacts Mailchimp, Slack and other services when a workflow uses them, with your own keys. Each integration page says exactly what is sent.

Other solutions

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