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
Sync WordPress with your CRM
Keep contacts, lists and tags in FluentCRM, Groundhogg, MailPoet or Mailchimp in step with what people do on your site: sign up, buy, join, finish a course.
Beginner · 6 ready-made workflows
A real workflow from the template library
Tag big spenders VIP in FluentCRM
- Trigger · WooCommerceAn order is paid
- Condition · LogicOnly continue if
- Action · FluentCRMAdd tags to a FluentCRM contact
The problem
What is done by hand today
Your CRM only knows what someone types into it. New accounts, purchases, memberships and finished courses happen in WordPress, so lists and tags fall behind and campaigns reach the wrong people.
How the workflow solves it
From the event to the result
Trigger
Whatever should change the contact: a user is created or gets a role, an order is paid, a member joins, a course is completed, a form is submitted. It works the other way too: a tag being added in FluentCRM or Groundhogg can start a workflow (Personal and above).
Logic
If / Else to tag customers differently from subscribers, or to act only above an order total or for one product.
Actions
Add or update the contact, add tags and add it to lists — in FluentCRM or Groundhogg on your site from Personal, MailPoet from Business, or Mailchimp through a connection: adding or updating a subscriber starts on Personal, tags and the rest on Business.
Result
Lists and tags match what happened on the site, without exports, imports or anyone having to remember.
Ready-made workflows
Start from one of these
Trigger: A user is created (WordPress)
Action: Add or update a Mailchimp subscriber (Mailchimp)
CRMPersonal planPut new WordPress users on your Mailchimp audience
Anyone who creates an account joins the audience as Pending and is tagged Member, so your list follows your membership without anybody exporting a CSV.
2 stepsBeginner- 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: An order is paid (WooCommerce)
- Action: Add or update a Mailchimp subscriber (Mailchimp)
CRMPersonal planPut 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- 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
Trigger: A user gets a Paid Memberships Pro level (Paid Memberships Pro)- Action: Send Email (Email)
- Action: Add or update a FluentCRM contact (FluentCRM)
Action: Add a member to a BuddyPress group (BuddyPress)- Action: Delay (Delay)
- +3 more steps
MembershipPersonal planOnboard new members over their first week
A new Paid Memberships Pro member is welcomed, saved in FluentCRM, added to your members’ BuddyPress group, then sent tips on day two and a feedback request on day seven.
8 stepsAdvanced
Other use cases
Solutions by audience- Automate form submissionsTurn every WordPress form entry into its next step: saved in your CRM, sent to the right person and answered, without copying anything by hand.Read
- WooCommerce order automationDecide once what should follow an order — the thank-you, the CRM tag, the alert for a large order, the follow-up when a payment fails — and let every order get it.Read
- Send notifications when something happensTell the right people the moment something happens on your site — by email, Slack, Discord, Telegram or WhatsApp — with the details they need to act.Read
- Content publishing automationWhen a post goes live, tell the team, share it to Slack, Discord or Telegram, summarise it for the newsletter and keep authors in the loop about comments.Read
Build your WordPress workflow visually.
Start with a template or a blank canvas. Nothing runs until you activate it.