FluentCRM Salesforce Integration with Bit Flows

Create a New Workflow in Bit Flows

Go to:

Bit Flows → Create Workflow → Add Trigger

Select:

Trigger App

FluentCRM

Trigger Event

A tag is added to contact

Description:

This trigger starts the workflow whenever the A tag is added to contact event occurs in FluentCRM.

Connect Your FluentCRM

Select the FluentCRM source you want to automate and complete the connection settings required for the chosen trigger event.

Configure:

• The available source or event settings
• The incoming data provided by the trigger
• Any required connection information

The available options and data depend on the selected platform and trigger event.

Add Salesforce as an Action

Click:

Add Action → Salesforce

Select an Action Event:

• Create Account When “A tag is added to contact” occurs in FluentCRM, use the submitted data to run “Create Account” in Salesforce.
• Update Account When “A tag is added to contact” occurs in FluentCRM, use the submitted data to run “Update Account” in Salesforce.
• Get Account Industries When “A tag is added to contact” occurs in FluentCRM, use the submitted data to run “Get Account Industries” in Salesforce.

Description:

This action sends data from FluentCRM to Salesforce and performs the selected supported operation automatically.

Map FluentCRM Data with Salesforce Inputs

Map the available data from FluentCRM to the compatible inputs provided by the selected Salesforce action.

The exact values and inputs depend on the selected trigger and action events, so only map data exposed by those events.

Test and Activate Workflow

Run the A tag is added to contact trigger and verify the selected Salesforce actions:

• Confirm that Create Account completes successfully and processes the mapped data in Salesforce.
• Confirm that Update Account completes successfully and processes the mapped data in Salesforce.
• Confirm that Get Account Industries completes successfully and processes the mapped data in Salesforce.

Then activate your workflow.