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Elementor Integration with FluentCRM

FluentCRM is a Self Hosted Email Marketing Automation Plugin for WordPress. This plugin provides easy solutions to make your email marketing & customer relationship smooth. Now you can integrate the Elementor page builder native forms with FluentCRM.

Just follow this simple guide to learn how to integrate Elementor with FluentCRM.

Step 1: Create or Edit Your Page

Start by navigating to your WordPress dashboard and selecting Pages. You can either click Add New to create a fresh page or select an existing one. For this guide, we will use a page titled "Sample Page." Click the Edit with Elementor button to launch the editor.

Create or Edit Your Page

Step 2: Add the Form Widget:

In this example, the post is named as ‘Sample Page’. Then you have to click the Edit with Elementor button. Which will take you to the Elementor page editor.

Add the Form Widget

Step 3: Configure Actions After Submit:

Once your form is designed, look at the settings panel on the left.

Locate the Actions After Submit section. Click on the Add Action field (the '+' icon). Select FluentCRM from the dropdown menu. This tells Elementor to send the form data to your CRM.

configure Actions

Step 4: Map Your CRM Fields:

After adding the action, a new section titled FluentCRM will appear below "Actions After Submit." Click it to configure the data mapping:

  • Fields Mapping: Match your Elementor form fields to your FluentCRM fields (e.g., map the 'Email' form field to the 'Email' CRM field).
  • Select List/Tags: You can also choose which specific Lists or Tags the contact should be assigned to upon submission.

Map Your CRM Fields

Step 5: Configure Advanced Options (Optional):

FluentCRM provides additional controls to manage your contact data:

  • Add Only: Enable this toggle if you only want to create new contacts and prevent the form from updating existing contact information.
  • Double Opt-in: Turn this on if you want to send a confirmation email to new or pending contacts. If disabled, new contacts will be added directly with a "Subscribed" status.

Configure Advanced Options

Once you have mapped the fields and configured your preferences, click the Update (or Publish) button at the bottom of the Elementor panel to save your settings.

*Tutorial:* How to Connect Any WordPress Forms with FluentCRM

FluentCRM – Marketing Automation for WordPress