How to Send FluentCRM Data to Outreach

Outreach is a sales engagement 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 Outreach.

Why not just use Zapier?

For connecting FluentCRM to sales engagement, a cloud automation service adds cost and a dependency on an external server. AFI runs on your site with no task limits.

What you will need

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

Connect Outreach to AFI

1. Log in to your Outreach account.
2. Go to Settings → API and generate an API token.
3. In WordPress, go to AFI → Settings → Outreach.
4. Paste the token and click Save Changes.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it FluentCRM to Outreach.

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 Outreach as the destination

Choose Outreach from the platform dropdown and pick Add Prospect. This creates a prospect in Outreach.

4. Map fields

Match each Outreach 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 Outreach 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 email, first name, and last name to Outreach with unlimited records. Pro adds custom field mapping and sequence assignment. 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 Outreach in minutes.