Receiver Platforms

Fluent CRM

Estimated reading: 3 minutes

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

  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 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

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