FluentCRM – vs FormsCRM – Connect Forms to CRM directly

The easiest and fastest Email Marketing, Newsletter, Marketing Automation Plugin & CRM Solution for WordPress 👉 Official Website Link: Official Website 👉 Join Our FB Community: FluentCRM Facebook Group 👉 Official 5 Minutes Guide: Getting started in 5 minutes Your Self Hosted CRM & Email Marketing Solution in WordPress FluentCRM is the best and complete feature-rich Email Marketing & CRM solution. It is also the simplest and fastest CRM and Marketing Plugin on WordPress. Manage your customer relationships, build your email lists, send email campaigns, build funnels, make more profit, and increase your conversion rates. (Yes, It’s Free!) The most complete Email Newsletter and Campaigns Plugin for WordPress Want to run email campaigns or email newsletters for your leads or customers? FluentCRM is the perfect solution for your email newsletter and email campaigns. Just import a CSV or WordPress user and you’re ready to go. Segment your contacts and send emails whenever you want. FEATURES – Every online business needs 🎉 All-in-One Email Marketing Solution With FluentCRM, send email campaigns to targeted audiences, send sequential emails, onboard your new customers even automate your full email marketing with a powerful automation visual automation builder. After sending each email campaign, you can analyze the open rate, click rate, and revenue earned from that specific campaign. You can also check the data matrix like who opened the emails and who clicked and based on that, you can do more actions and segment your customers further. Send or Schedule Email Campaigns (Unlimited contacts and campaigns) In-detailed campaign reports Run Automation for customer onboarding or on different WordPress events. Send automated emails and track performance 🎉 Customer relationship management (CRM) Store all your customer information in a central place. Automatically import your contacts from CSV/WP Users/WooCommerce customers and view them. Know and analyze every bit of information about your contact. FluentCRM will show all the relevant data from your e-commerce, membership, LMS, etc which gives for better visibility. Track every marketing email by Contact level Store Notes, Meeting logs, and Calls in the contact profile Segment your contacts by Lists, Tags and filter for your appropriate target. 🎉 Contact Segmentation and Reporting Create Tags/Lists as many as you want and assign your contacts to your appropriate segment Filter or search your customers by List or Tags Send Marketing emails by including tags or lists and even excluding some contacts that are not intended to get a specific campaign email. Collect and Manage unlimited contacts and leads 🎉 Email Marketing Campaigns Save and Store all your pre-written email copies in a central place and use that whenever you want. Build a beautiful email body using an excellent email builder powered by Block Editor. Add Columns/images or dynamic content and make the email as simple or just fancy, Just based on your customer’s taste. Use Dynamic Smart code like contact name or the country in your email or subject to personalize the experience. Send or Schedule emails at a future date and time, and you are ready to go. See in detail reporting about the open rate, click rate See which links are clicked or which contacts opened your links Send unlimited emails. 🎉 Email Newsletter Solution FluentCRM will help you to collect leads, automate emails, display subscription forms, send email newsletters all inside WordPress. FluentCRM is a 100% self-hosted WordPress Plugin to send Newsletter, marketing campaign, newsletter broadcasts. After sending Email Newsletter, you can track how many emails were opened and clicked also which links were clicked and who clicked your links. You will get total analytics from your email newsletter campaign. Try FluentCRM for sending your Email Newsletter and increase your conversion rate. 🎉 Marketing Funnel Builder Design high-converting customer journeys with FluentCRM’s Powerful funnel builder. Integrated with your favorite WordPress plugins. Start funnel sequences from different user actions like sign-up, form submission, product purchase, LMS course enrollment. Build a simple funnel, like collecting contact to sell your paid products Automate your full marketing steps and give your customers a personal touch with our timely actions and responses. Measure funnel metrics in every step and find where you can do better. 🎉 Integrated Optin Forms Create and use opt-in forms right from FluentCRM, and for more advanced forms, use FluentForms (Totally Free) to collect your leads. Use forms with your Funnel builder as a trigger and automate your post form submission. Segment your users based on different form submissions or submitted data. 🎉 BUILT-IN ANALYTICS & DASHBOARDS View your full business insight right from the FluentCRM dashboard by using graphs, charts, data widgets Track every marketing email and get in-detail metrics View all the data points of your customers from Purchase History, and Support tickets to the offline phone call using activity logs. Integrate and use with other plugins like WooCommerce, EDD, LifterLMS, LearnDash, AffiliateWP, Paid Membership Pro, FluentForms, WPFusion, and many more coming. ✉️Build & Send Email Newsletter in WordPress FluentCRM makes it easier than ever to connect with your audience through compelling email newsletters right from your WordPress site. This robust plugin offers seamless integration, allowing you to design, send, and track email newsletters without leaving your dashboard. Utilize our customizable templates to create visually appealing email newsletters that capture your subscribers’ attention. FluentCRM’s powerful segmentation tools let you target specific groups within your audience, ensuring your content reaches the right people. With detailed analytics at your fingertips, you can continuously optimize your email newsletter strategies and enhance subscriber engagement. Transform your email marketing with FluentCRM and keep your community informed and engaged with impactful email newsletters. Email Marketing for WooCommerce with FluentCRM FluentCRM simplifies email marketing automation for WooCommerce stores. Directly from your WordPress dashboard, automate emails based on customer actions like purchases or refunds. Segment your audience by shopping behaviors and preferences to send personalized email newsletters and promotions. With FluentCRM, you gain insights from detailed analytics to optimize your campaigns, enhancing customer engagement and increasing revenue. Streamline your WooCommerce email marketing effortlessly with FluentCRM. 🎉 Other Features (But not least) Turn your WordPress post commenters into Subscribers Double Optin feature for getting quality leads Automatically make your WordPress users your subscribers Manage and customize your email footer and subscription Preference. Find out why your contacts are unsubscribing 🛡️ Fully GDPR Ready FluentCRM is a self-hosted WordPress plugin. You own your data, and no external SAAS connection is required to run your CRM system with FluentCRM. 🚀 Modern. Powerful. Super Fast 🚀 Build with VueJS and REST API as a Single-page Application Super fast and lean interface so anyone can use it without any learning curve Super awesome Dashboard with charts, graphs, and essential data points to show your full business overview. Integrated Email Marketing analytics to see the conversion rates. Mail Deliverability: Send 100 or 50,000 emails. You are covered. With a powerful email-sending mechanism, FluentCRM will send your emails efficiently. 👦 Chris Lema, VP, Products at Liquid Web / Nexcess …Those are all external solutions that don’t run within your WordPress (or WooCommerce) site. Until now, the only native WordPress marketing automation solution I knew of was Groundhogg. But that was before I discovered FluentCRM. 👨 Davinder Singh Kainth, Founder, The WP Weekly Finally, an email marketing solution that looks native to the WordPress user interface and is super easy to use. Ideal for beginners to quickly get started with email lead generation to advanced users wanting to set up funnels with advanced tagging. FluentCRM Review by Experts SEAMLESS INTEGRATIONS (Pro) FluentCRM features and integrations that will help your business – Native WORDPRESS INTEGRATION: FluentCRM has all the native WordPress integration that will help you to collect leads, create contact segmentations and help to grow your email list. WordPress User: Import and Sync WordPress users automatically and segment by list and tag. Comment Form Integration: Let your users choose if they want to subscribe to your blog from the comment form and automatically add a subscriber and segment in the list or tag. User Sign up Form: Automatically add your new signup as CRM lead and segment your contacts. WooCommerce Integration: FluentCRM is the perfect companion for your WooCommerce store. You can segment your contacts by different WooCommerce Data Properties including Purchased Products, Purchased Categories, Lifetime value and more. You can send emails to your customers by segmenting them by specific product purchase. With WooCommerce Advanced Reports, View sales by product and time range, and compare with other periods to assess store performance. FluentCart Integration (FREE): FluentCRM seamlessly integrates with your FluentCart store, offering robust tools to enhance customer engagement. Segment your contacts using FluentCart Data Properties such as Purchased Products, Categories, Lifetime Value, and more. Easily send targeted emails to customers based on their specific product purchases. Easy Digital Downloads Integration: FluentCRM provides the same level of integrations like WooCommerce. LMS INTEGRATION: LifterLMS, LearnDash, TutorLMS, and LearnPress Integrations enable running funnels and marketing automation for various Learning Management System (LMS) actions such as course enrollment, course completion, and lesson completion. MEMBERSHIP INTEGRATION: Paid Membership Pro MemberPress Wishlist Members Restrict Content Pro WPFusion Form INTEGRATION: Fluent Forms Elementor Pro Form Divi Bloom ThriveArchitect Beaver Builder Form Other INTEGRATIONS: AffiliateWP Automation Webhook Automation INTEGRATIONS: Zapier Pabbly Connect Integrately/Make Page Builder INTEGRATIONS: ThriveThemes Divi Themes Elementor Gutenberg Oxygen Builder Beaver Builder 👉 CLICK HERE TO LEARN MORE👈 Other Plugins By The Same Team Fluent Forms WordPress Form Builder Plugin Ninja Tables – WP DataTables Plugin for WordPress FluentSMTP – WordPress Mail SMTP, SES, SendGrid, MailGun Plugin

Connects your CRM with the main Form Plugin directly, and send to your CRM when the form is filled automatically. With this plugin, you don’t have to use third party software to send your Leads/data to your CRM. You will have a direct connection between your website and your CRM. It’s a connector between Web <> CRM/ERP/Email. This plugin will connect different Forms plugins to CRM. We support at this time these forms plugins: – GravityForms – Elementor Forms – Contact Form 7 – WooCommerce – WPForms PRO – JetForms If you need to support more Forms plugins, please contact in forum support. The plugin setup is very easy. Once you have uploaded the plugin, you configure the plugin with the URL, user and password of the user that will create the entries in the CRM. After that, you’ll go to each form feed that you want to connect with the CRM. You will see a mapping fields where you choose for every field, the equivalent for CRM software field. The plugin connects with the CRM via API webservice, a secure and best way to connect it. It doesn’t use a third party software. You’ll comply GDPR becaouse of not having a third provider. At this time, FormsCRM supports in free version: – Holded – Clientify – AcumbaMail – MailerLite Classic – Brevo And you will find, that there are Premium Addons to support: – Holded CRM – Odoo – vTiger 7 – PipeDrive – Inmovilla – SuiteCRM – FacturaDirecta – WHMCS You can use multiple feed connector in GravityForms, WPForms PRO, Elementor Forms and ContactForm7, and you can use multiple CRM connectors in the same form. Demo: ** UTM Tracker Addon ** Know exactly where every lead comes from. The UTM Tracker Addon captures UTM parameters from the URL and automatically attaches them to every form submission sent to your CRM — no hidden fields required. When a visitor lands on your site with UTM parameters (e.g. ?utm_source=google&utm_medium=cpc&utm_campaign=spring), the addon: Reads the UTM values from the URL. Stores them in a browser cookie that persists for 90 days across page navigation. Preserves first-touch attribution — if the visitor returns later via a different channel, the original source is kept alongside the latest one. Injects the values directly into the CRM payload when the form is submitted, using merge tags in the field mapping (e.g. formscrm_utm:utm_source). Supported parameters: utm_source, utm_medium, utm_campaign, utm_term, utm_content — plus _first variants for first-touch attribution. Dynamic values in GravityForms and WPForms We have developed a way to get values from other fields in GravityForms and WPForms. You can use this in the field mapping in the feed. You can use: {id:N} in order to get the value from field N {label:N} in order to get the label from field N (only in GravityForms) Expert Mode You can enable Expert Mode in the form feed. This mode will show all fields of the CRM in the form mapping. This is useful if you want to connect all fields of the CRM to the form. Now currently works for Odoo. We recommend to use this in the field mapping in the feed and hidden field that gets the value. Slack Error Notifications Receive instant error notifications in your Slack workspace! When a form submission fails to send to your CRM, you’ll get real-time alerts directly in your Slack channel. How to Configure Slack Notifications: Create an Incoming Webhook in Slack (https://api.slack.com/messaging/webhooks) Go to Settings > FormsCRM in WordPress Paste your webhook URL in the “Slack Webhook URL” field Choose the Slack channel where you want to receive notifications Save changes What Information is Included: When an error occurs, the Slack notification includes: – Site Information: Site name and URL in a single line – Form Details: Form type (Gravity Forms, WPForms, Elementor, etc.), Form ID, Form name, and Entry ID – Error Details: CRM name and complete error message – Lead Data Preview: First 3 fields from the form submission (+ indicator if more fields exist) – Technical Details: API endpoint URL for debugging Message Format: All Slack notifications use a compact, easy-to-read format with information presented in single lines. Messages are color-coded in red (danger) to stand out in your channel and ensure immediate attention to critical errors. Error Notifications Custom Email for Error Reports You can configure a custom email address to receive error notifications when a form submission fails to send to your CRM. This is useful when you want different team members to receive error alerts without using the admin email. To configure: 1. Go to Settings > FormsCRM 2. Enter one or multiple email addresses (comma-separated) in the “Error Notification Email” field 3. Save changes Enhanced Error Email Information When an error occurs, you’ll receive a detailed email notification that includes: – Site Information: Site name, URL, and timestamp of the error – Form Information: Form type (Gravity Forms, WPForms, Elementor, etc.), Form ID, Form name, and Entry ID – Error Details: CRM name, complete error message, and all form data in a formatted table – Technical Details: API URL and JSON request for debugging purposes The email is professionally formatted with color-coded sections for easy reading and quick troubleshooting. Error Log with Automatic Retry System Track, Manage, and Automatically Retry Failed Form Submissions The Error Log feature provides a comprehensive interface to view, track, and manage all errors that occur when sending form submissions to your CRM. This powerful tool includes an automatic retry system that helps you troubleshoot issues and recover from failed submissions without requiring manual intervention or users to resubmit forms. Key Features: Automatic Retry System: Failed entries are automatically retried up to 3 times with 1-hour intervals between attempts Smart Retry Management: Retries stop automatically when an entry is successfully sent or manually deleted Complete Error Tracking: All errors are automatically saved to the database with complete context including CRM type, error message, form information, lead data, and technical details Advanced Filtering: Filter errors by status (failed/success) and CRM type to quickly find specific issues Detailed Error Information: View complete error details including lead data, API URLs, JSON requests, and full error messages One-Click Manual Resend: Manually resend failed entries directly from the error log with a single click Error Management: Delete individual entries or clear all logs with confirmation dialogs Pagination: Navigate through large numbers of error logs with built-in pagination (20 entries per page) Visual Status Tracking: Status badges show failed and successful entries at a glance Retry Progress Counter: Shows retry attempts (e.g., “2/3”) and displays time until next automatic retry Responsive Design: Fully responsive interface that works on all devices Automatic Retry System: When a form submission fails to send to your CRM: The error is logged immediately and the first retry is scheduled for 1 hour later If the retry fails, another retry is scheduled for 1 hour after that This continues for up to 3 total attempts (original submission + 2 retries) If an attempt succeeds, all future retries are automatically cancelled You can manually resend at any time, which counts toward the 3-attempt limit The interface shows the current attempt count (e.g., “1/3”, “2/3”) and time until next retry How to Use: Go to WordPress Admin → Settings → FormsCRM → Error Log tab View all form submission errors in an organized table Filter by status or CRM type to find specific errors Click Details to view complete error information including retry schedule Click Resend to manually retry sending a failed entry to your CRM Click Delete to remove individual log entries and cancel any pending retries Use Clear All Logs to remove all entries at once and cancel all pending retries What Information is Displayed: Date and time of error CRM type (Holded, Clientify, etc.) Form information (type, ID, name, entry ID) Complete error message All lead data from the form submission API endpoint URL JSON request payload Retry attempts count (e.g., “2/3”) Time until next automatic retry (e.g., “Next: in 45 minutes”) Last resend date and time The Error Log with automatic retry system helps you maintain data integrity by ensuring no form submissions are lost due to temporary errors, connectivity issues, or API downtime. The automatic retry mechanism increases the success rate of form submissions without requiring manual intervention. Markdown Export for GravityForms Entries Export your GravityForms entries as portable, human-readable Markdown files The Markdown Export feature allows you to export GravityForms entries into clean, well-structured .md files. This makes it easy to document, share, version control, or integrate form submissions with knowledge bases, static site generators, or any Markdown-compatible system. Key Features: Single Entry Export: Export individual entries directly from the entry detail page Bulk Export: Export multiple selected entries at once as a convenient ZIP file Clean Formatting: Produces readable, well-structured Markdown with proper headers and field organization Comprehensive Field Support: Handles all GravityForms field types including text, email, number, textarea, checkboxes, multiselect, name fields, address fields, file uploads, and list fields Smart Content Handling: Properly formats multi-line content, preserves line breaks, and handles file attachments with Markdown links Metadata Included: Each export includes form title, entry ID, submission date, and all field labels and values Safe Character Escaping: Automatically escapes Markdown special characters to ensure valid output How to Use: Single Entry Export: 1. Go to Forms → Entries in GravityForms 2. Click on any entry to view its details 3. Find the Export to Markdown widget in the right sidebar 4. Click Download Markdown to get the .md file Bulk Export: 1. Go to Forms → Entries in GravityForms 2. Select one or multiple entries using the checkboxes 3. Choose Export to Markdown from the bulk actions dropdown 4. Click Apply to download a ZIP file containing all selected entries as separate Markdown files Exported Markdown Format: Each Markdown file includes: – Form title as the main heading – Entry ID and submission timestamp – All filled fields organized in a clean bullet list format – Field labels in bold with their corresponding values – Multi-line content properly formatted with preserved line breaks – File attachments as clickable Markdown links Use Cases: Document form submissions for record-keeping Share entry data with team members in a readable format Version control form submissions using Git or similar tools Import entries into knowledge bases or wikis Generate reports or documentation from form data Backup form entries in a portable, future-proof format Integrate with static site generators (Jekyll, Hugo, etc.) Settings for Clientify Important: API v2 Migration Since version 4.3.2, FormsCRM uses the Clientify API v2 (api-plus.clientify.com). Your existing API key will continue to work without changes. The migration is fully backward compatible with existing feed configurations. Instructions for adding Clientify cookie in the forms Clientify cookie adds the ability to merge the contact with the Clientify cookie in the form. You will see if Clientify is added as CRM, a new hidden field in your form. You could check if is already in the form, but if you don’t have it you can add it and put as css clientify_cookie . Add Pipeline name or ID in Opportunities You can add a new field that fits with the Pipeline name (pipeline_desc) or Pipeline ID (pipeline_id) in Opportunities in Clientify. You can also specify the Pipeline Stage Name (pipeline_stage_desc). You will need to use the same name or ID as the Pipeline in Clientify. Add expected closure date for Deals in Clientify You can add a new field that fits with expected closure date for Deals in Clientify. This field is optional, and you need to add a number of days to the expected closure date. The plugin will calculate the date from today and will add it to the Deal in Clientify. Marketing Status in Clientify You can set the marketing status for contacts using the marketing_status field. Use value 1 for Sales Contact or value 2 for Marketing Contact. Autoassignment in Clientify Field that applies the autoassignment to the contact. You can add a string with the list of usernames (property emails) separated by comma (,) to apply the autoassignment. Webhook in GravityForms You can add a new field that fits with the Webhook in GravityForms. This field is optional, and you need to add the webhook url. The plugin will send the form data received from CRM to the webhook url. Developers Official Repository GitHub Links Closemarketing Closetechnology All Closemarketing Plugins