Fluent Forms

#Overview

WP Fusion integrates with Fluent Forms to sync form submissions to any one of 50+ supported CRMs and marketing automation platforms.

When a Fluent Forms form is filled out a contact record will be created (or updated) in your CRM, with support for any number of custom fields. You can also apply tags to contacts in your CRM based on the form that was submitted, including support for conditional logic.

#Setup

First navigate to Fluent Forms » Modules in the WordPress admin and enable the WP Fusion module:

After creating your form, go to the form settings and open the Marketing & CRM Integrations tab. Click Add New Integration, and choose “WP Fusion Integration” from the dropdown:

 

 

For each field on your form, you can select a corresponding contact field in your CRM to save the data.

You can also optionally specify tags to be applied to the contact when they fill out the form:

#User registration

The setup instructions above work with any version of Fluent Forms (including the free version).

This treats the form submission like a “lead”, or “opt in”— the data is synced directly to your CRM, one time.

If you are using Fluent Forms Pro, with the User Registration module, the setup is different. First, create your form, and add a User Registration module following this tutorial.

Add any custom fields to the user registration feed as User Meta.

User Meta entry on a Fluent Forms user registration feed

Since your form fields are user fields, not lead fields, they will appear for mapping under the main Contact Fields list in the WP Fusion settings.

For each form field, you can select a custom field in your CRM. The data will be synced to the selected custom field when a user registers or updates their profile.

You can also enable the Generated Password field to sync any generated passwords to your CRM (one time) when users register via Fluent Forms.

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