How to integrate FluentCRM

TABLE OF CONTENTS

• Description
• Entities
• Steps
  • Step 1.
  • Step 2.
  • Step 3.
  • Step 4.

Description

FluentCRM is a marketing automation plugin for WordPress. Generate leads, segment contacts, launch email campaigns or sequences and automate marketing

Entities

Possible Task Triggers are: 

Schedule (Hourly, Daily, Weekly, Monthly)

On Event (Task Succeeded Event)

Steps

Step 1.

Either while Creating a Task or in the Integrations menu.

Enter the name of the integration in the search bar.

Step 2.

Enter the Name of the Integration.

You can optionally also enter a description.

Step 3.

You will be prompted for the Base URL.

Step 4.

To Obtain the Base URL, you will have to create an Incoming webhook.

To create a Webhook in the FluentCRM, please follow the instructions given here (for the Incoming Webhook). 

For the Base URL, paste the URL generated after creating the webhook.

After you have obtained the URL simply paste it to SyncSpider and click finish.

URL Should look something like this:

Congratulations! FluentCRM is now successfully integrated.

FluentCRM is just one of the tools we support!

To check the list of the tools and features we support please click here!

If you don't see your favorite tool on our list, please take the time and send us the request here to create an integration for you or UP-vote if it's already on the list :) 

We develop integrations based on the requests and up-votes :) 

We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget!