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FluentCRM Integration: The Best Way to Automate Your WordPress Workflow

FluentCRM Integration: FluentCRM is a Self Hosted Email Marketing Automation Plugin for WordPress. Manage your leads and customers, email campaigns, automated email sequencing, learner and affiliate management, and monitor user activities and many more in one place; without ever having to leave your WordPress dashboard!

Bit Integrations is a WordPress plugin that allows you to automate and integrate your WordPress forms builders and other plugins with FluentCRM. This can save you time and effort, and improve your lead generation and customer management processes. Bit Integrations supports a wide range of WordPress plugins, such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form, Beaver Builder, Divi, Brizy, BuddyBoss, WooCommerce, WordPress User Registration, LearnDash LMS, LifterLMS, Memberpress, GiveWP, Easy Digital Downloads, AffiliateWP and many more so you can use it to automate and integrate your WordPress plugins with FluentCRM.

FluentCRM Integration Tutorials

Available Actions

  • Add tag to a user: You can add multiple tags to a contact.
  • Remove tag from a user: You can remove tag from a user.
  • Add user to a list: This action involves including a user’s information into a designated list within the FluentCRM system.
  • Remove user from a list: Effortlessly eliminate a user from a list using FluentCRM

Authorization of FluentCRM Integration

First, install and activate the FluentCRM plugin in your WordPress account. Then you have to select the FluentCRM from the actions page. To do this open your Bit Integrations dashboard then click on Create Integration button now the Trigger page will open select any trigger from the list such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form. Then proceed to next and the action page will open. Now Search and select FluentCRM from the action page.

search-and-select-fluentcrm

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

default-integration-name

Tap the “Connect to Fluent CRM” button.

connect-fluentcrm

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

next-step

Now select the Action from the dropdown option. 

FluentCRM select action

Now select the “Fluent CRM List” from the dropdown option.

FluentCRM list

You can select multiple tags for the list on the FluentCRM Tags field. You must create a Tags on your FluentCRMaccount before you can do this.

FluentCRM select tags

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 field in FluentCRM, so you will need to map your form’s “Email” field to this field in FluentCRM.

FluentCRM field mapping

Actions

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

FluentCRM actions

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

FluentCRM action

Conditional Logics

With this feature, you can incorporate conditions into the integration process. When the specified conditions align, the data will be transmitted to your FluentCRM. For additional details, we recommend consulting our documentation regarding conditional logic.

Conditional-Logics

Integration Save

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

finish-save

Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration.

fluentcrm-log

Also, you can Edit Clone Delete the integration.

Use Case

Elementor Form with FluentCRM

Optimize your customer relationship management strategy with the integration of Elementor Form and FluentCRM. Seamlessly capture and transfer contact information from your forms to your FluentCRM database. Utilize Elementor Form to automatically populate FluentCRM with essential data, streamlining your lead and customer management. Explore this integration to enhance your CRM efforts and improve customer relationships for better results.

Gravity Forms with FluentCRM

Elevate your customer relationship management strategy with the integration of Gravity Forms and FluentCRM. Seamlessly capture and transfer contact information from your forms to your FluentCRM database. Utilize Gravity Forms to automatically populate FluentCRM with essential data, streamlining your lead and customer management. Explore this integration to optimize your CRM efforts and improve customer relationships for better results.

WPForms with FluentCRM

Optimize your customer relationship management strategy with the integration of WPForms and FluentCRM. Seamlessly capture and transfer contact information from your forms to your FluentCRM database. Utilize WPForms to automatically populate FluentCRM with essential data, streamlining your lead and customer management. Explore this integration to enhance your CRM efforts and improve customer relationships for better results.

Contact Form 7 with FluentCRM

Enhance your customer relationship management strategy by integrating Contact Form 7 with FluentCRM. Seamlessly capture and transfer contact information from your forms to your FluentCRM database. Utilize Contact Form 7 to automatically populate FluentCRM with essential data, streamlining your lead and customer management. Explore this integration to optimize your CRM efforts and improve customer relationships for better results.

WooCommerce with FluentCRM

Elevate your customer relationship management strategy with the integration of WooCommerce and FluentCRM. Seamlessly capture and transfer customer and order information from your WooCommerce store to your FluentCRM database. Utilize this integration to automate lead and customer management, streamline communication, and enhance your sales efforts. Explore this integration to optimize your CRM strategy and improve customer relationships for better results.

Ninja Forms with FluentCRM

Optimize your customer relationship management strategy with the integration of Ninja Forms and FluentCRM. Seamlessly capture and transfer contact information from your forms to your FluentCRM database. Utilize Ninja Forms to automatically populate FluentCRM with essential data, streamlining your lead and customer management. Explore this integration to enhance your CRM efforts and improve customer relationships for better results.

Forminator Forms with FluentCRM

Enhance your customer relationship management strategy with the integration of Forminator Forms and FluentCRM. Seamlessly capture and transfer contact information from your forms to your FluentCRM database. Utilize Forminator Forms to automatically populate FluentCRM with essential data, streamlining your lead and customer management. Explore this integration to optimize your CRM efforts and improve customer relationships for better results.

Formidable Forms with FluentCRM

Elevate your customer relationship management strategy with the integration of Formidable Forms and FluentCRM. Seamlessly capture and transfer contact information from your forms to your FluentCRM database. Utilize Formidable Forms to automatically populate FluentCRM with essential data, streamlining your lead and customer management. Explore this integration to optimize your CRM efforts and improve customer relationships for better results.

Fluent Forms with FluentCRM

Enhance your customer relationship management strategy with the integration of Fluent Forms and FluentCRM. Seamlessly capture and transfer contact information from your forms to your FluentCRM database. Utilize Fluent Forms to automatically populate FluentCRM with essential data, streamlining your lead and customer management. Explore this integration to optimize your CRM efforts and improve customer relationships for better results.

Bit Form with FluentCRM

Optimize your customer relationship management strategy by integrating Bit Form with FluentCRM. Seamlessly capture and transfer contact information from your forms to your FluentCRM database. Utilize Bit Form to automatically populate FluentCRM with essential data, streamlining your lead and customer management. Explore this integration to enhance your CRM efforts and improve customer relationships for better results.

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