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FluentCRM integration

The FluentCRM integration automatically creates or updates contacts in FluentCRM when a visitor submits a lead form. Since FluentCRM runs inside WordPress, this integration works natively — no API keys or external connections needed. The FluentCRM integration is a Pro feature.

Prerequisites

FluentCRM must be installed and activated on the same WordPress site. GuideForms detects FluentCRM automatically — when it’s present, the FluentCRM integration card appears in the Guide Editor’s Integrations tab. If FluentCRM is not installed, the card won’t be shown.

Setting up the integration

Open a guide in the editor, switch to the Integrations tab, and find the FluentCRM card. Toggle it on and configure:

  • Lists — Select one or more FluentCRM lists to add the contact to. The dropdown shows all lists configured in FluentCRM.
  • Tags — Select one or more tags to apply to the contact. Useful for segmenting leads by guide (e.g. tag “Laptop Finder” for leads from your laptop guide).
  • Status — The contact status in FluentCRM: Subscribed (immediately active) or Pending (requires double opt-in confirmation, if configured in FluentCRM).
  • Sync Selections — When enabled, the visitor’s guide selections are added to the contact’s notes. This gives your sales or support team context about what the lead was looking for.

How contacts are created

When a lead form is submitted and FluentCRM is enabled for that guide, GuideForms queues a job to create or update the contact. The job runs via the integration queue (see Integrations Overview). The process:

  1. Email lookup — GuideForms checks if a contact with the submitted email already exists in FluentCRM.
  2. Create or update — If the contact exists, it’s updated with the new data. If not, a new contact is created.
  3. Field mapping — The lead form’s Name and Email fields map to FluentCRM’s first_name/last_name and email fields. If the lead form uses the name split option (separate First Name and Last Name fields), both are mapped individually.
  4. Lists and tags — The configured lists and tags are assigned to the contact.
  5. Status — The contact’s status is set to your chosen value (subscribed or pending).
  6. Selections — If “Sync Selections” is enabled, the visitor’s step-by-step selections are formatted and added to the contact record.

What data is synced

The integration sends the following to FluentCRM:

  • Email — Required. Maps to the FluentCRM contact email.
  • First name / Last name — From the lead form’s name fields.
  • Lists — The lists you selected in the integration settings.
  • Tags — The tags you selected in the integration settings.
  • Guide selections — If enabled, formatted as “Step Title: Selection Label” for each step the visitor completed.

Custom lead form fields (phone, textarea, radio/checkbox fields) are not mapped to FluentCRM custom fields automatically. They are included in the selections sync if enabled, or you can use the Webhook integration in parallel to capture all form data.

Using lists and tags effectively

Since each guide has its own FluentCRM configuration, you can use tags and lists to segment leads by guide:

  • Assign a unique tag per guide (e.g. “Laptop Finder”, “Insurance Quote”) to identify which guide generated the lead.
  • Use a shared list (e.g. “GuideForms Leads”) to collect all leads in one place for email campaigns.
  • Combine both — add all leads to a general list and tag them by guide for targeted follow-ups.

Troubleshooting

FluentCRM card doesn’t appear

Make sure FluentCRM (free or Pro) is installed and activated. GuideForms checks for FluentCRM’s API class — if it’s not available, the integration is hidden.

Contact not created

Check that the integration is toggled on for the specific guide, and that at least one list is selected. Also verify that WP-Cron is running — the integration processes via the background queue, not immediately on form submission.

Next steps

  • Integrations Overview — Queue processing, retries, and general integration concepts.
  • Webhook — Send full lead data to any URL for maximum flexibility.
  • Lead Form Step — Configure the form fields that generate lead data.