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FluentCRM Integrations with Bit Flows – Automate Marketing

Estimated reading: 3 minutes 197 views

FluentCRM Integrations: Wordpress CRM system — The best CRM system for e-mail marketing and sales for your WordPress website. FluentCRM is a marketing automation plugin for WordPress. E-Mail Sequencing.

Bit Flow is a super handy WordPress plugin that helps you connect your favorite tools and automate tasks—without needing to write any code. You can easily link up with over 200 popular apps like Zoho CRM, Google Sheets, WooCommerce, Airtable, Trello, Dropbox, Zoom, HubSpot, Zoho Desk, and many more.

Instead of doing everything manually—like sending data from your forms to your CRM or updating spreadsheets—Bit Flow does it all for you automatically. It saves you time, reduces repetitive work, and keeps everything running smoothly.

In this guide, we’ll show you how to use FluentCRM as a starting point (called a trigger) to set up your first automation.

Setup FluentCRM Integrations

First, go to your Bit Flows Dashboard, click on Flows, and then either create a new flow or open an existing one.

Bit Flows Integrations

After creating or opening an existing flow, you’ll be taken to the Flow Builder screen.

Bit Flows - Builder

In the Flow Builder, you’ll see a section called Trigger. Under that, click on “Select an App.” A list of trigger apps will appear.

Bit Flows - Trigger List

From the list, select your preferred trigger. For this example, click on “FluentCRM.” You’ll then see all the available trigger events.

Fluent CRM
  • A tag is removed from contact
  • A contact is added to a list
  • A contact is remove from a list
  • A contact is create
  • Contact status updated

Now, select your preferred trigger event. For Example: “A contact is create“. After selecting your event, you’ll be asked to choose a form.

Fluent CRM trigger list

After selecting your trigger, the next step is to capture the response. To do this, click on the “Capture Response” button, then go and create a contact under FluentCRM.

Once the contact is created, return to the integration page—you’ll see that the form data has been successfully captured.

For more guidance, check out the video tutorial below.

info-icon-bit-apps  INFO

After finishing these steps, close the popup and click the plus (+) icon to add an Action. Next, you’ll need to add and authorize an Action. In the Flow Builder, click the plus (+) icon on the right side to add an Action. You can add multiple actions and also use tools like Router, Condition, Delay, Iterator, Repeater/Loop, or JSON Parser to build advanced workflows.

If you’re new and want a simple guide on how to create a flow, set up a trigger, add an action, and check logs, check out our beginner-friendly guide here:
👉 Get Started with Bit Flows

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