Trigger: An order is paid (WooCommerce)
Action: 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
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.
- Plan
- Personal planNeeds the Personal plan or above
- Size
- 5 steps · Intermediate
Works with
- Schedules & Webhooks
- FluentCRM
- WordPress
The workflow
Every step, as it appears in the editor
Step names come straight from FlowWP. Branches are labelled the way the editor labels them.
Trigger · Schedules & WebhooksA webhook is received- Condition · LogicOnly continue if
- Action · FluentCRMAdd or update a FluentCRM contact
- Action · EmailSend Email
- Action · EmailSend Email
After you choose it, every step can be changed, moved or removed.
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CRM
More CRM templates
- Trigger: An order is paid (WooCommerce)
- Condition: Only continue if (Logic)
- Action: Add tags to a FluentCRM contact (FluentCRM)
CRMPersonal planTag 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- Trigger: A FluentCRM contact’s status changes (FluentCRM)
- Action: Remove tags from a FluentCRM contact (FluentCRM)
CRMBusiness planRemove 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
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