Overview
The AFI plugin lets you integrate your WordPress forms with Flowlu, enabling you to create CRM records automatically. When a user submits a form on your website, their information is sent to Flowlu and saved as new records such as Organizations, Contacts, Opportunities, Tasks, or Cases based on your configuration.
Perfect for CRM automation, sales pipeline tracking, and managing leads or customers in Flowlu.
โ Supported Features
Add CRM records to Flowlu
Create any combination of:
Organization
Contact
Opportunity
Task
Case
๐ง How to Setup
Step 1: Connect Your Flowlu Account
Before setting up an integration, connect your Flowlu account:
Go to AFI โ Settings โ General
Enable Flowlu and click Save Changes
A new Flowlu tab will appear at the top โ click on it
Fill in:
Subdomain: The subdomain part in your Flowlu URL, e.g.,
yourcompany
fromyourcompany.flowlu.com
API Key
๐ Where to Find API Key:
Log in to your Flowlu account
Navigate to Portal Settings โ API Settings
Create a new API key (make sure to enable access to all apps)
Copy the key and paste it into the plugin settings
Click Save Changes when done.
Step 2: Create New Integration
Go to AFI โ Add New
You’ll land on the New Integration setup screen
๐น Title
Give your integration a meaningful name (e.g., โAdd Contact to Flowlu CRMโ)
๐น Trigger
Form Provider: Select your form plugin (e.g., WPForms, Contact Form 7)
Form/Task Name: Choose the form you want to connect
Step 3: Configure the Action
Platform
Select Flowlu
Task
Choose Add Records
This task allows you to send the form data to Flowlu as new records.
Step 4: Map Fields
Once you select the task, field mapping options will appear:
๐น Owner
Choose the Flowlu user who will own the created records.
๐น Select Record Types
Tick one or more of the following based on your needs:
Organization
Contact
Opportunity
Case
Task
Click Get Fields to load available fields based on selected objects.
๐น Field Mapping
Map your form fields to Flowlu fields. Youโll see form fields on the right side for each selected Flowlu object type.
Examples of common Flowlu fields:
Organization: Name, Email, Phone, Address, Website, Industry, etc.
Contact: First Name, Last Name, Email, Phone, Company, etc.
Opportunity: Name, Budget, Pipeline Stage, Source, etc.
Descriptions and IDs for select fields (e.g., categories, industries) are auto-loaded from Flowlu.
Step 5: Save Integration
Click Save Integration at the bottom.
๐ Done! Your form will now send submissions directly to Flowlu CRM and create/update records automatically.
๐ Troubleshooting
If records arenโt being created:
Go to AFI โ Log
Check the logs for your Flowlu integration request
Ensure:
API Key and Subdomain are correct
Required fields like โNameโ or โEmailโ are mapped and filled
You selected at least one object type (e.g., Contact, Organization)
No API error response was returned
Still need help? Copy the log entry and contact support.