FluentCRM integration

With FluentCRM active, every form's Settings → Integrations page can add the person who submitted it as a contact.

Turning it on

Setting	What it does
FluentCRM	Whether this form creates contacts at all
Lists	Which lists to add the contact to
Tags	Which tags to apply
Status	Subscribed — added straight away. Pending — FluentCRM sends its double opt-in email and waits
Update existing contacts	Whether an existing contact's details are updated, or left alone

Where the email comes from

It depends on the kind of form:

Form kind	Email and name
Registration	The account's own email and name — nothing to map
Post, standalone, product options	Pick the form's email field, and optionally a first-name and last-name field

A post or standalone form without an email field cannot create a contact. The page says so and points you back to the Build tab.

When it runs

Registration forms choose the moment:

Choice	When the contact is created
Right away	As soon as the form is submitted
Once approved	When someone approves the account
Once verified	When the person opens the verification link

Once approved and once verified only make sense when the form actually holds accounts that way — otherwise the moment never arrives.

For other kinds of form, the contact is created on submission.

Custom contact fields

Any form can pair its own fields with FluentCRM's custom contact fields. Add a pair, pick a form field on the left and a contact field on the right, and the value travels with the contact.

That is how a Company field on your form ends up on the contact record rather than lost in an entry — and it is what makes segmenting on it possible later.

Double opt-in

Setting the status to Pending hands the confirmation to FluentCRM: it sends its own double opt-in email and only marks the contact subscribed when they confirm. Where your list rules require confirmed consent, that is the setting to use, and the form's own confirmation message should say an email is on the way.

What it does not do

The integration creates and updates contacts. It does not start automations directly — use FluentCRM's own automation triggers on list applied or tag applied, which is what those triggers are for, and keeps the automation editable where the rest of your automations live.