FluentCRM

FluentCRM is a self-hosted WordPress CRM and email-marketing plugin from the WPManageNinja team. Advanced Form Integration sends form submissions to FluentCRM as new contacts with optional list and tag assignment. Since both AFI and FluentCRM run on the same WordPress install, this is a local integration. No external API calls.

What you’ll need

• The FluentCRM plugin installed and activated on the same WordPress site.
• The Advanced Form Integration plugin installed and activated.

No API key needed. Both plugins run side-by-side.

Create the integration

1. Go to AFI → Add New.
2. Configure the trigger.
3. In Action → Platform, select FluentCRM.
4. In Task, choose Add or Update Contact.
5. Pick the Lists and Tags to assign.
6. Map the form fields:

• Email (required), First Name, Last Name, Phone, Company.
• Custom contact fields by name.

1. Optional: configure Conditional Logic.
2. Click Save Integration.

Conditional logic example

Goal: add new signups to the FluentCRM Newsletter list always, but tag premium-plan signups with premium-prospect.

Create one integration that adds to the Newsletter list (unconditional). Open the Conditional Logic panel, add a condition for premium tagging.

Related docs

• Send Contact Form 7 to FluentCRM
• Send WPForms to FluentCRM
• Conditional Logic