How to Send FluentCRM Data to Field Nation

Field Nation is a field service platform. FluentCRM manages a contact submits a form or a tag is applied, but sending that data to external platforms needs an integration. AFI bridges that gap to Field Nation.

Why connect directly?

Cloud automation tools like Zapier charge per task and route your data through external servers. AFI processes everything on your WordPress site. No per-contact fees, no external dependencies.

What you will need

• A WordPress site with FluentCRM installed and configured.
• A Field Nation account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Field Nation to AFI

Field Nation uses OAuth 2.0 for authentication. In AFI → Settings → Field Nation, click Authorize and grant access. This is a one-time step.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it FluentCRM to Field Nation.

2. Pick your trigger

Select FluentCRM as the form provider. AFI fires when a contact submits a form or a tag is applied, giving you access to contact name, email, phone, tags, and custom field values.

3. Select Field Nation as the destination

Choose Field Nation from the platform dropdown and pick Create Work Order. This creates a work order in Field Nation.

4. Map fields

Match each Field Nation field on the left to the corresponding FluentCRM field on the right. Common mappings include contact name, email, phone, tags, and custom field values. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain records? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Trigger a test event in FluentCRM. Check Field Nation to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps title, description, and location to Field Nation with unlimited records. Pro adds custom field mapping. No per-record fees on any plan.

Frequently asked questions

Which FluentCRM events trigger the integration?

AFI fires when a contact submits a form or a tag is applied. This covers new submissions and relevant status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the event completes. Your site performance is not affected.

Can I send data to multiple platforms?

Yes. Create a separate integration for each destination, and every record flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect FluentCRM to Field Nation in minutes.