FluentCRM Integration: The Best CRM Plugin For WordPress

FluentCRM Integration: FluentCRM is a marketing automation plugin for WordPress. Generate leads, segment contacts, launch email campaigns or sequences and automate marketing automation like never before!

Bit Form is a WordPress form builder plugin that can integrate with over 50+ popular platforms, including Zoho CRM, Zoho Sheet, Zoho Campaign, ActiveCampaign, Airtable, Agiled CRM, Dropbox, Copper CRM, Capsule CRM, HubSpot, Groundhogg, Google Drive, Google Sheet, Zoom, Zoho Recruit, Zoho Desk, Zoho Bigin, WooCommerce, WebHooks, Trello, Telegram, SendFox, Propovoice CRM, Moosend, and MailPoet. This can help you save time and effort, and improve your lead generation and customer management processes.

FluentCRM Integration Tutorial

Authorization of FluentCRM Integration

To set up the FluentCRM integration in Bit Form, simply go to the Bit Form plugin and open up the form you want to work on. Then, head to the form settings and look for the integrations section. Click on the plus icon to add a new integration, and search for FluentCRM from the available options.

Integration Name/Title: Here give the meaningful integration title as per your requirement.

Click on the “Authorize” button to establish a connection with FluentCRM.

Once you have successfully connected to FluentCRM, click “Next” to configure the other integration settings.

Fluent CRM List: Now select a list from the dropdown menu.

Fluent CRM Tags: Choose tags from the dropdown menu.

In the integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in FluentCRM. The “Email” field is the default and required field in FluentCRM, so you will need to map your form’s “Email” field to this field in FluentCRM. You have the option to map additional fields by clicking on the Plus (+) icon.

Actions

Skip exist contact: Enabling this option, you can skip duplicate email submissions of the subscriber.

Double Opt-in: If this action is enabled, then the user will get a notification if they want to be a subscriber or not.

Integration Save

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

Configuring the conditional logic

Now, let’s set up some conditional logic to trigger the integration for the submitted data. To do this, head over to the conditional logic section. You have the option to create a new conditional logic or use an existing one. Make sure to set the Action behavior to “Always” and check the Integration under Additional Actions. Then, select your desired Integration, in this case, “FluentCRM“. Once done, just click on Update.

Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration. To see your response, just head over to the Response section in Bit Form, click on your record, and then scroll down. Below your Timeline, click on Show Integration Logs.