How to integrate FluentCRM

Created by Maja Bradonjic, Modified on Fri, 3 Mar, 2023 at 10:19 AM by Ivana B

TABLE OF CONTENTS



Description

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



Entities


Source
Target
NONE
Create Contacts


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.Selecting the Fluent CRM Integration


Step 2.


Enter the Name of the Integration.

You can optionally also enter a description.Naming the Integration

Step 3.


You will be prompted for the Base URL.Inserting 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:

 

Base URL example

 

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!

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