FluentCRM

Erstellt von Nikola Milosavljevic, Geändert am Mon, 11 Jul 2022 um 12:53 PM von Nikola Milosavljevic

Overview

1) Description

 

2) Setup

Step 1: Go to Integrations

Step 2: Search for and select Fluent CRM

Step 3: Name Fluent CRM and give a Description (Optional) 

Step 4: Obtain the Base URL in Fluent CRM

Step 5: Enter the Base URL and press Finish

 

3) FluentCRM as a Target

3.1 Contact

 

4) Configuration

4.1 Use Field Manager

 

5) Mapping

 


 

1) Description 

Use relevant data from the tools, marketplaces, platforms, and apps you use as sales channels by syncing them with FluentCRM through SyncSpider. 

Create efficient FluentCRM email marketing campaigns, and increase sales. 

Fully automate your business without complicated coding processes. 

 

 

2) Setup 

To Set up the FluentCRM integration please follow the steps below:

 

Step 1: Go to Integrations

Note: You can set up any integration within the Task itself, you do not need to set up the Integration beforehand.

 

 

Step 2: Search for and select Fluent CRM

 

 

Step 3: Name Fluent CRM and give a Description (Optional) 

 

 

Step 4: Obtain the Base URL in Fluent CRM

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 by FluentCRM on Creating an 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

 

The URL Should look something like this:

 

 

 

Step 5: Enter the Base URL and press Finish

 

 

 

3) FluentCRM as a Target

 

3.1 Create Contact

This allows you to create a contact in FluentCRM based on the information pulled from the selected Source.

 

 

4) Configuration

 

4.1 Use Field Manager

 

With the configuration of the Field Manager you can define Custom Fields within FluentCRM to fit the exact field needs of your Contacts in FluentCRM.

 

 

Any "Options" configured here will be displayed in the mapping screen and available to import into FluentCRM.

 

 

 

5) Mapping

The following mapping fields will be presented while setting up the task:

 

 * = Required

 email*

 text

 prefix

 text

first_name 

 text

last_name

 text

full_name

 text

timezone

 text

address_line_1

 text

address_line_2

 text

city

 text

state

 text

postal_code

 text

country

 text

ip

 text

phone

 text

source

 text

lists

number 

tags

number

status

text

Field Manager Fields

text

 


 

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!

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