AutomatorWP - FluentCRM

Keeping a CRM up to date by hand takes time. Contacts need to be added to lists, emails need to go out after certain events, and user behavior has to be tracked somewhere useful. AutomatorWP – FluentCRM links these jobs to your FluentCRM setup so they run on their own once you define the rules.

The plugin works through triggers and actions. You choose an event, such as a particular user behavior, and pair it with an action in FluentCRM, such as updating a contact segment or sending an email campaign. No coding is needed to build these flows. It suits businesses of any size that already use FluentCRM and want fewer repetitive admin tasks.

Features

• Trigger and action automations: Build automation flows by pairing triggers with actions, so a specific event on your site can start a task in FluentCRM without any code.
• Contact list management: Automate repetitive list work in FluentCRM, so contacts are handled by your rules instead of being sorted by hand.
• Targeted email sending: Send personalized emails automatically based on user segments and behaviors, or trigger email campaigns after specific events.
• User activity tracking: Monitor user behavior and trigger actions based on real-time events, so your communications match what people actually do on your site.
• Segment updates from behavior: Update contact segments automatically when users take certain actions, keeping your audience groups current as behavior changes.
• Customer data synchronization: Keep contact lists updated by syncing new leads, tags and other details across platforms as they come in.
• Customizable workflows: Tailor automation flows to your own business requirements, with an interface designed so non-technical users can set up and manage them.
• Clear action log messages: Result messages in the action logs help you see what each automation did, which makes checking and adjusting your flows easier.

Best for

• Sites already running FluentCRM for contacts and email
• Marketing teams automating list and segment management
• Small businesses that want automation without coding