FluentCRM Integrations as Action – Automate Email & Contact Management

FluentCRM Integrations: FluentCRM is the best and complete feature-rich Email Marketing & CRM solution. It is also the simplest and fastest CRM and Marketing Plugin on WordPress.

In this guide, you’ll learn how to integrate Bit Form with FluentCRM, where Bit Form acts as the trigger and FluentCRM is the action. Once the integration is complete, a new subscriber will be automatically added to your FluentCRM list every time someone submits your form.

This beginner-friendly, step-by-step tutorial is designed to help you set up your first automation with ease—enabling you to grow your subscriber base, streamline communication, and manage contacts directly from your WordPress site.

Authorization of FluentCRM Integrations as Action

To set FluentCRM as an action in Bit Flows, first open your Bit Flows Dashboard, then either create a new flow or open an existing one. In the Flow Builder, click the plus (+) icon to add an action. From the list of available apps, search for and select FluentCRM.

After selecting your preferred action, the next step is to choose an event. For example, in this case, we’ve selected the “Create or Update Contact” event.

Now, select your preferred Lists from the dropdown menu. You can choose “Any List” to apply the trigger to all list, or select a specific list—for example, we’ve chosen “Any List” in this case.

As the same way you need to select Tags and Primary Company.

Field Mapping: Here, you’ll see a “Map Fields” section where you need to map your form fields to the matching fields in FluentCRM. The “Email” field is required by FluentCRM, so make sure to map your form’s Email field to it. You can also click the “Add Field” button to map additional fields. Additionally, you can enhance your request logic using Flow, Math, String, and System functions.

👉 Learn more about Field Mapping

Once you’ve finished these settings, you can either click the “Test Run” button to check if the integration is working correctly or simply close the popup to complete the setup.

You also have the option to test the full flow. You can either click “Listen Response” and then run the trigger event (e.g., submit the form), or use existing data to test the integration and make sure everything works correctly.

After completing all the steps, click the “Logs” icon at the top-right corner of the Flow Builder to view your integration logs. Logs help you verify if the trigger and action worked correctly and make it easier to spot and fix any issues.

That’s it! You’ve successfully set up an automation in Bit Flows to connect Bit Form with FluentCRM. Now, whenever someone submits your form, a new subscriber will be automatically added to your FluentCRM account.

This integration helps you grow your email list, automate lead nurturing, and streamline your marketing efforts—all with minimal effort. For more help or to explore additional integrations, be sure to check out our comprehensive User Guide.

Check out our easy-to-follow tutorials!

• How to Integrate FluentCRM with Bit Flows