Integrate CLOSEM to FluentCRM in one click, or tell Integrately AI how you want each contact handled. Sync leads across platforms, schedule appointments, add notes, and trigger follow-ups automatically.
If you're using FluentCRM to manage your sales leads, it's important to also use CLOSEM 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 FluentCRM, a corresponding contact will automatically be created in CLOSEM.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your CLOSEM + FluentCRM flow
Connect extra tools to capture leads, notify your team, and manage follow-ups after your core pair runs. Pick a combination and activate it in one click.
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WordPress (3)
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Google Calendar (2)
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Calendly (2)
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Stripe (2)
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Twilio (2)
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Slack (2)
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When a user registers in WordPress, create contact in FluentCRM and create contact in CLOSEM.
New WordPress registrations immediately populate your FluentCRM and CLOSEM records without manual data entry.
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When a post is published in WordPress, create contact in FluentCRM and schedule appointment in CLOSEM.
Trigger follow-up appointments in CLOSEM and add contacts in FluentCRM when content goes live.
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When a user is updated in WordPress, update contact in FluentCRM and create contact in CLOSEM.
Keep subscriber profiles current in FluentCRM and CLOSEM whenever user details change in WordPress.
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When a Google Calendar event is created, create contact in FluentCRM and schedule appointment in CLOSEM.
Turn calendar events into tracked contacts in FluentCRM and coordinated appointments in CLOSEM.
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When a Google Calendar event is updated, update contact in FluentCRM and schedule appointment in CLOSEM.
Rescheduled meetings update your FluentCRM contact records and adjust CLOSEM appointments automatically.
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When an invitee is created in Calendly, create contact in FluentCRM and schedule appointment in CLOSEM.
New Calendly bookings instantly generate FluentCRM contacts and CLOSEM appointments.
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When an invitee is canceled in Calendly, update contact in FluentCRM and schedule appointment in CLOSEM.
Canceled meetings update your FluentCRM contact status and prompt new CLOSEM follow-ups.
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When a customer is created in Stripe, create contact in FluentCRM and schedule appointment in CLOSEM.
New Stripe customers trigger automatic FluentCRM contact creation and CLOSEM appointment scheduling.
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When a payment is succeeded in Stripe, update contact in FluentCRM and create contact in CLOSEM.
Successful payments update FluentCRM records and generate new CLOSEM contact entries.
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When an incoming SMS is received in Twilio, create contact in FluentCRM and schedule appointment in CLOSEM.
Turn inbound SMS messages into tracked FluentCRM contacts and scheduled CLOSEM appointments.
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When a call is completed in Twilio, update contact in FluentCRM and add note to contact in FluentCRM.
Log call outcomes in FluentCRM and update contact notes based on Twilio communication.
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When a channel message is posted in Slack, create contact in FluentCRM and schedule appointment in CLOSEM.
Turn Slack communications into active FluentCRM contacts and CLOSEM appointments.
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When a reaction is added in Slack, update contact in FluentCRM and add note to contact in FluentCRM.
Update contact status in FluentCRM and append notes when team members react in Slack.
Supported triggers and actions for CLOSEM and FluentCRM
Mix and match to build the exact automation you need
Create a contact in CLOSEM the moment a new contact is created in FluentCRM. Eliminate manual data entry and ensure your sales team reaches out immediately.
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Capture every contact detail
Map all submitted fields from FluentCRM into your CLOSEM records. Ensure your sales reps have complete background information before every call.
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Alert team members instantly
Notify relevant staff members as soon as a contact is created or updated. Keep your entire team aligned on new sales opportunities.
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Route contacts based on tags
Perform different actions depending on specific contact tags or custom fields submitted in FluentCRM. Direct high-value leads straight to priority queues.
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Keep records updated in real time
Update contact information across both platforms whenever details change. Prevent outdated records from causing communication errors.
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Prevent duplicate contact entries
Search existing records before creating new entries. Maintain a clean database without redundant contact profiles.
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Schedule follow-up appointments
Trigger automated appointment scheduling in CLOSEM whenever a contact reaches a specific stage in FluentCRM.
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Extend flows with messaging apps
Connect Slack or Twilio to your core pair to send instant notifications or text messages when new contacts arrive.
And much more...
Who is CLOSEM + FluentCRM integration for?
Sales professionals and CRM managers rely on this integration to eliminate manual data entry, streamline lead follow-up, and keep customer records synchronized.
Sales Managers
Support Leads
Account Executives
Operations Teams
Outreach Specialists
CRM Administrators
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Sales Managers
You're reviewing lead conversion numbers but your outreach records only update when someone manually exports contacts, so the pipeline metrics you're reporting against are always a few hours behind — with this integration, every new contact lands in CLOSEM instantly and your pipeline data stays current.
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Support Leads
You need to act fast on incoming client inquiries, but you find out about new leads too late because contact details sit unassigned in your inbox — automating both apps means every inquiry creates a contact immediately and your response times drop.
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Account Executives
You answer to clients who want to see progress on their accounts, but manual contact syncing leaves gaps in your update reports — connecting these apps means every lead movement is logged automatically and your client reporting is always accurate.
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Operations Teams
The volume of new leads is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned customer tickets — this integration means contact records transfer seamlessly and your team handles high volumes without errors.
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Outreach Specialists
You own the next step in the sales sequence and depend on someone upstream to hand over contact details, but manual handoffs cause frustrating delays — with this integration, every new FluentCRM contact triggers a CLOSEM appointment instantly.
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CRM Administrators
You need a reliable customer history and keep finding gaps where contact updates failed to sync between systems — integrating these apps means every update is recorded without missing a single entry.
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate CLOSEM + FluentCRM
Build and manage your CLOSEM + FluentCRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect CLOSEM + FluentCRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
You can connect CLOSEM and FluentCRM in 1-click using ready-made automations on Integrately or by asking Integrately AI to build the workflow. It also connects with WordPress, Google Calendar, and Slack effortlessly.
Can I automatically sync new FluentCRM contacts to CLOSEM?