Flowlu

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.

✅ Supported Features

• Add CRM records to Flowlu

• Create any combination of:

  • Organization

  • Contact

  • Opportunity

  • Task

  • Case

🔧 How to Setup

Step 1: Connect Your Flowlu Account

Before setting up an integration, connect your Flowlu account:

1. Go to AFI → Settings → General

2. Enable Flowlu and click Save Changes

3. A new Flowlu tab will appear at the top — click on it

4. Fill in:

   • Subdomain: The subdomain part in your Flowlu URL, e.g., yourcompany from yourcompany.flowlu.com

   • API Key

📌 Where to Find API Key:

1. Log in to your Flowlu account

2. Navigate to Portal Settings → API Settings

3. Create a new API key (make sure to enable access to all apps)

4. Copy the key and paste it into the plugin settings

Click Save Changes when done.

Step 2: Create New Integration

1. Go to AFI → Add New

2. You’ll land on the New Integration setup screen

🔹 Title

Give your integration a meaningful name (e.g., “Add Contact to Flowlu CRM”)

🔹 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:

🔹 Owner

Choose the Flowlu user who will own the created records.

🔹 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.

🔹 Field Mapping

Map your form fields to Flowlu fields. You’ll 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.

🎉 Done! Your form will now send submissions directly to Flowlu CRM and create/update records automatically.

🔍 Troubleshooting

If records aren’t being created:

• Go to AFI → Log

• Check the logs for your Flowlu integration request

• Ensure:

  • API Key and Subdomain are correct

  • Required fields like “Name” or “Email” 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.