Add paying customers to FluentCRM

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

Plan: Personal planNeeds the Personal plan or above
Size: 2 steps · Beginner

Works with

WooCommerce
FluentCRM

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 · WooCommerceAn order is paid
Action · FluentCRMAdd or update a FluentCRM contact

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CRM

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1. Trigger: An order is paid (WooCommerce)
2. Condition: Only continue if (Logic)
3. Action: 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. Trigger: A FluentCRM contact’s status changes (FluentCRM)
2. Action: 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. Trigger: A Contact Form 7 form is submitted (Contact Form 7)
2. Action: Add or update a FluentCRM contact (FluentCRM)
3. Action: Send Email (Email)
4. Action: Delay (Delay)
5. Condition: 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

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