Using Pabbly Connect to Integrate Fluent CRM with WordPress

Learn how to seamlessly integrate Fluent CRM with WordPress using Pabbly Connect for efficient user management. Follow this step-by-step guide for a smooth setup. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Fluent CRM with WordPress, you need to access Pabbly Connect. First, go to the Pabbly website and either sign in or sign up for a free account. This process is quick and only takes about two minutes.

Once you are logged in, navigate to the Pabbly Connect dashboard. Here, you will have access to various tools, including the option to create new workflows. Click on the ‘Access Now’ button under Pabbly Connect to get started with your integration.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that connects Fluent CRM and WordPress. Click on the ‘Create Workflow’ button in the Pabbly Connect dashboard. You will need to name your workflow; for this example, name it ‘Create WordPress User for Fluent CRM Contact’. using Pabbly Connect

• Name your workflow appropriately.
• Select the folder to save your workflow.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see two main sections: Trigger and Action. The Trigger is what starts the workflow, and the Action is what happens as a result. Set up your trigger by selecting Fluent CRM as the application.

3. Setting Up the Trigger in Pabbly Connect

With your workflow created, it’s time to set up the trigger. Select Fluent CRM as your trigger application and choose the event type as ‘New Entries’. This means that whenever a new contact is added in Fluent CRM, it will trigger the workflow.

Next, you need to connect Fluent CRM to Pabbly Connect. You will be given a webhook URL, which acts as a bridge. Copy this URL and go to your Fluent CRM account. Navigate to Automations and create a new automation for your form submissions.

• Name your automation (e.g., ‘Testing’).
• Select the form submission as the trigger.
• Map the necessary fields (first name, last name, email).

After mapping the fields, save your settings in Fluent CRM. This will ensure that any new contact added will trigger the workflow in Pabbly Connect.

4. Setting Up the Action in Pabbly Connect

Now that the trigger is set, it’s time to configure the action that will take place when the trigger occurs. In Pabbly Connect, select WordPress as the action application. The action event you want to choose is ‘Create User’.

Connect your WordPress account to Pabbly Connect by entering your login credentials. Once connected, you will need to map the user details that you want to create in WordPress. This includes the user’s email, username, first name, last name, and role.

Map the email address from the trigger response. Use the full name for the username. Set a password and assign a role (e.g., subscriber).

Once all details are mapped, click on ‘Save and Send Test Request’. This will create a new user in your WordPress account with the details provided from the Fluent CRM trigger.

5. Verifying the Integration Between Fluent CRM and WordPress

After setting up the action, it’s crucial to verify that the integration works as intended. Go back to Fluent CRM and fill out the contact form with dummy details. Once submitted, check the contacts section to see if the new contact appears.

Next, return to Pabbly Connect to see the response from the trigger. If successful, you should see the new subscriber’s details. Now, go to your WordPress account and navigate to the Users section to verify if the new user has been created.

Search for the newly created user in WordPress. Check that all details match the contact created in Fluent CRM.

By following these steps, you will have successfully integrated Fluent CRM with WordPress using Pabbly Connect. This automation simplifies user management and ensures that new contacts are promptly added as users.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Fluent CRM with WordPress. By following the outlined steps, you can automate the creation of WordPress users whenever new contacts are added in Fluent CRM. This integration streamlines user management and enhances operational efficiency.