Fluent CRM + MemberVault Integration

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Fluent CRM + MemberVault Integration

Create MemberVault product user for new Fluent CRM contact

If you're using Fluent CRM to manage your sales leads, it's important to also use MemberVault to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Fluent CRM, a corresponding product user will automatically be created in MemberVault.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Fluent CRM + MemberVault Integration
1.
  • Fluent CRM
    Contact is created in Fluent CRM
  • Fluent CRM
    Contact is updated in Fluent CRM
  • MemberVault
    User is added to a product in MemberVault Instant
  • MemberVault
    User email consent is added in MemberVault Instant
  • MemberVault
    Lesson is completed by user in MemberVault Instant
  • MemberVault
    Hot lead is created in MemberVault Instant
  • MemberVault
    User has reached the configured EP number in MemberVault Instant
  • MemberVault
    Module is completed by user in MemberVault Instant
2.
  • Fluent CRM
    Create contact in Fluent CRM
  • Fluent CRM
    Search contact in Fluent CRM
  • Fluent CRM
    Update contact in Fluent CRM
  • Fluent CRM
    Add note to contact in Fluent CRM
  • MemberVault
    Add user to product in MemberVault
  • MemberVault
    Remove user from product in MemberVault
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