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Connect Formidable Forms with FluentCRM integration in less than 2 minutes

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Abdul Kaioum
02-May-2024
Reading Time: < 1 min
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If you want to integrate FluentCRM with Formidable Forms to keep your WordPress site running on autopilot, Bit Integrations—the powerful No-Code automation and integrations plugin—will help you to connect FluentCRM with Formidable Forms and send data smoothly to save you time and resources.

What is Bit Integrations?

Bit Integrations is a WordPress automation plugin that connects your WordPress site with 240+ apps and platforms, allowing you to automate workflows without coding. With this automation plugin, you can easily transfer data between tools like CRMs, email marketing platforms, and spreadsheets, streamlining repetitive tasks to save time and increase productivity.


How to Integrate Formidable Forms with FluentCRM Using Bit Integrations(Step for Integrations) :

Step 1: Install & Create Integration

To install Bit Integrations on WordPress, go to your dashboard, click Plugins > Add New, search for “Bit Integrations”, install, and activate it.

Then navigate to the Bit Integrations dashboard and click “Create Integration” to set up a new connection.

Note: Try the Bit Integrations pro version on towp.io to easily integrate FluentCRM with Formidable Forms. Just install and activate the trigger then configure the trigger, action, and map fields, and finally, send data to FluentCRM using Formidable Forms.

Step 2: Choose Your Trigger Integration

Choose Formidable Forms as the Trigger in Bit Integrations, this is the option that starts the automation. Select the specific event to start the process. Proceed to the next step.

Step 3: Choose Your Action Integration

Select FluentCRM as the Action, this is where the automation will take place. And then authorize Bit Integrations to connect with FluentCRM. Once connected, you’re ready to proceed.

Step 4: Map Up Your Fields

Match the information from Formidable Forms to the fields in FluentCRM. For example, map the “Name” field in Formidable Forms to the “Name” field in FluentCRM. Make sure everything is mapped correctly to prevent errors in FluentCRM integration with Formidable Forms.

Step 5: Test Your Integration

Start the automation to ensure it works correctly. Then, check FluentCRM to confirm the information was received as expected.If the test works as expected, Your Formidable Forms FluentCRM automation is now live!


Troubleshooting Tips :

If Bit Integrations isn’t sending data after setup, try these quick fixes:

Check Trigger & Action: Confirm the right events are chosen and happening in Connect Formidable Forms to Formidable Forms.

Verify Field Mapping: Ensure each field is correct in Formidable Forms with FluentCRM. Check Reauthorize, Update Plugins, Run a New Test & Clear Caches then Send data to FluentCRM using Formidable Forms.


Need More Help?

You’ve successfully connected Formidable Forms and FluentCRM with Bit Integrations, Encounter any issues please follow the Documentation on the Bit Integrations website or connect with support.

Integrating Formidable Forms with FluentCRM | Step-by-Step Tutorial | Bit Integrations

More use cases of Formidable Forms Integration


More use cases of FluentCRM Integration

 

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Written by
Bit Apps
Content Writer at Bitcode

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