Fluent CRM
Overview
The AFI plugin allows you to connect your WordPress forms with Fluent CRM, enabling automatic contact management within your CRM system. Based on form submissions, you can add or remove contacts, apply or remove tags, and assign them to specific lists.
Ideal for marketing automation, email campaigns, and managing customer relationships within your WordPress dashboard.
✅ Supported Features
Add contact to a list
Remove contact from a list
Add tag to a contact
Remove tag from a contact
🔧 How to Setup
Step 1: Ensure Fluent CRM is Active
There’s no need to enter API credentials since Fluent CRM is a local plugin installed on the same WordPress site.
Make sure:
The Fluent CRM plugin is installed and activated
You’ve already created at least one List or Tag in Fluent CRM
No additional configuration is needed in the AFI settings tab.
Step 2: Create New Integration
Go to AFI → Add New
You’ll land on the New Integration setup screen
🔹 Title
Give your integration a meaningful name (e.g., “Add New Contact to Fluent CRM”)
🔹 Trigger
Form Provider: Select your form plugin (e.g., WPForms, Fluent Forms, Contact Form 7)
Form/Task Name: Choose the form you want to connect
Step 3: Configure the Action
Platform
Select Fluent CRM
Task
Choose from the following options:
Add Contact to a list
Remove Contact from a list
Add Tag to a contact
Remove Tag from a contact
Each task performs a specific CRM action when the form is submitted.
Step 4: Map Fields
Based on the selected task, you’ll see different field mapping options.
🔹 For Add or Remove Contact:
List: Choose the Fluent CRM list to which the contact should be added or removed
🔹 For Add or Remove Tag:
Email: Required field for identifying the contact
Tags: Enter one or more Tag IDs (Tag names along with their IDs are shown for reference)
🔹 Common Fields for Add Contact:
Prefix, First Name, Last Name
Email (required)
Phone, Date of Birth, Address
City, State, ZIP, Country
Source, Avatar, Status
Custom Fields (automatically pulled from Fluent CRM)
Each left-hand field comes from Fluent CRM; map them to your form fields on the right side.
📌 Custom Fields Support:
Custom fields created in Fluent CRM will also be listed and can be mapped like regular fields.
Step 5: Save Integration
Click Save Integration at the bottom.
🎉 Done! Your form is now connected to Fluent CRM and will perform the selected action when submitted.
🔍 Troubleshooting
If your integration isn’t working as expected:
Go to AFI → Log
Look for Fluent CRM-related entries
Confirm the following:
Fluent CRM plugin is active
Email field is properly mapped
List or Tag ID is selected and exists
Conditional logic (if any) is valid
No PHP or JavaScript error occurred
