CompanyHub + FluentCRM Integration

Integrate CompanyHub to FluentCRM in one click, or tell Integrately AI how you want each contact handled. Sync contact details, update customer records, and trigger marketing campaigns automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • CompanyHub
    Contact is created in CompanyHub
  • CompanyHub
    Contact is updated in CompanyHub
  • CompanyHub
    Company is created in CompanyHub
  • CompanyHub
    Company is updated in CompanyHub
  • CompanyHub
    Record is created (Custom Table) in CompanyHub
  • CompanyHub
    Record is updated in CompanyHub
  • CompanyHub
    Deal is created in CompanyHub
  • CompanyHub
    Deal is updated in CompanyHub
  • CompanyHub
    Task is created in CompanyHub
  • CompanyHub
    Quote is created in CompanyHub
  • CompanyHub
    Sales order is created in CompanyHub
  • FluentCRM
    Contact is created in FluentCRM
  • FluentCRM
    Contact is updated in FluentCRM
Arrow Right
2.
  • CompanyHub
    Create contact in CompanyHub
  • CompanyHub
    Search contact in CompanyHub
  • CompanyHub
    Create record (Custom Table) in CompanyHub
  • CompanyHub
    Update record in CompanyHub
  • CompanyHub
    Search record in CompanyHub
  • CompanyHub
    Get record by id in CompanyHub
  • CompanyHub
    Create deal in CompanyHub
  • CompanyHub
    Search deal in CompanyHub
  • CompanyHub
    Create company in CompanyHub
  • CompanyHub
    Search company in CompanyHub
  • CompanyHub
    Create task in CompanyHub
  • CompanyHub
    Search task in CompanyHub
  • CompanyHub
    Create note in CompanyHub
  • CompanyHub
    Create quote in CompanyHub
  • CompanyHub
    Create sales order in CompanyHub
  • CompanyHub
    Delete record in CompanyHub
  • FluentCRM
    Search contact in FluentCRM
  • FluentCRM
    Update contact in FluentCRM
  • FluentCRM
    Create contact in FluentCRM
  • FluentCRM
    Add note to contact in FluentCRM

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Ready Workflows Ready Workflows for CompanyHub + FluentCRM Integration

Capture new contacts, update CRM profiles, trigger targeted campaigns, and keep sales and marketing aligned, all in just one click.

Most popular automationsmost-popular-automations
FluentCRM + CompanyHub Integration

Create CompanyHub contact for new FluentCRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this FluentCRM - CompanyHub integration, anytime a new FluentCRM contact is created, an CompanyHub contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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FluentCRM + CompanyHub Integration

Create CompanyHub record for new FluentCRM contact

When a new contact is created in your FluentCRM, you can automatically create a record for them in your CompanyHub. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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FluentCRM + CompanyHub Integration

Create CompanyHub deal from new FluentCRM contact

Anytime a new contact is created in your FluentCRM, a new deal will automatically be created in your CompanyHub. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This FluentCRM - CompanyHub integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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FluentCRM + CompanyHub Integration

Create CompanyHub task for new FluentCRM contact

In FluentCRM, when you create a contact, it automatically creates a task in CompanyHub for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Connect more apps to your CompanyHub + FluentCRM flow

Extend your sales and marketing automation with spreadsheets, communication tools, and payment gateways. Pick a combination and activate it in one click.

CompanyHub
FluentCRM
+
WordPressWordPress (4)
+
Google SheetsGoogle Sheets (4)
+
GmailGmail (4)
+
StripeStripe (4)
+
SlackSlack (4)
+
CalendlyCalendly (4)
C
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F
Create a WordPress user when a contact is created in CompanyHub, and add the contact in FluentCRM
New CompanyHub contacts immediately create a WordPress user account and sync to FluentCRM, eliminating manual data entry.
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W
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Update a WordPress user when a contact is updated in CompanyHub, and update the contact in FluentCRM
Changes made to CompanyHub contacts instantly update your WordPress user profiles and sync across FluentCRM.
W
C
F
When a WordPress user is created, create a contact in CompanyHub and add it to FluentCRM
New website user signups automatically generate contacts in CompanyHub and register them in FluentCRM.
W
C
C
F
Use ChatGPT to summarise new WordPress user registrations, create a CompanyHub contact, and add a FluentCRM contact
ChatGPT analyses new WordPress registrations to extract insights before creating records in CompanyHub and FluentCRM.

Supported triggers and actions for CompanyHub and FluentCRM

Mix and match to build the exact automation you need

CompanyHub
CompanyHub Triggers & Actions
Contact is created in CompanyHub
Triggers the automation when a new contact is created
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Contact is updated in CompanyHub
Triggers the automation when a contact is updated
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Company is created in CompanyHub
Triggers the automation when a new company is created
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Company is updated in CompanyHub
Triggers the automation when a company is updated
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Record is created (Custom Table) in CompanyHub
Triggers the automation when a new record is created in a custom table
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Record is updated in CompanyHub
Triggers the automation when any record is updated
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Deal is created in CompanyHub
Triggers the automation when a deal is created
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Deal is updated in CompanyHub
Triggers the automation when a deal is updated
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Task is created in CompanyHub
Triggers the automation when a new task is created
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Quote is created in CompanyHub
Triggers the automation when a new quote is created
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Sales order is created in CompanyHub
Triggers the automation when a sales order is created
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Create contact in CompanyHub
Adds a new contact to the database
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Search contact in CompanyHub
Finds and retrieves contact information
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Create record (Custom Table) in CompanyHub
Creates a new workspace
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Update record in CompanyHub
Updates a record with new information
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Search record in CompanyHub
Searches for a record within a given database
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Get record by id in CompanyHub
Retrieves a record based on its id
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Create deal in CompanyHub
Generates a new deal with
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Search deal in CompanyHub
Retrieves and find a deal
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Create company in CompanyHub
Generates a new company profile with given details
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Search company in CompanyHub
Finds information about a company
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Create task in CompanyHub
Creates a new task
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Search task in CompanyHub
Searches for a task
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Create note in CompanyHub
Creates a new note in the particular format
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Create quote in CompanyHub
Generates a new quote with pre-filled information
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Create sales order in CompanyHub
Generates a new sales order with pre-filled details
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Delete record in CompanyHub
Deletes a record
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FluentCRM
FluentCRM Triggers & Actions
Contact is created in FluentCRM
Triggers the automation when a new contact is created
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Contact is updated in FluentCRM
Triggers the automation when a contact is updated
Try it →
Search contact in FluentCRM
Finds and retrieves contact information
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Update contact in FluentCRM
Updates contact information with new details
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Create contact in FluentCRM
Adds a new contact to the database
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Add note to contact in FluentCRM
Adds a personalized note to a contact
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What can you automate with CompanyHub + FluentCRM?

Streamline your entire customer lifecycle by connecting your sales pipeline management with targeted marketing automation.

What you can automate?
🔄
Sync new contacts from CompanyHub to FluentCRM
Create a contact in FluentCRM automatically whenever a new contact is generated in CompanyHub. Eliminate manual data entry and keep your sales and marketing lists perfectly synchronized.
📋
Capture every custom field and record detail
Map custom table records and extended contact fields from CompanyHub directly into FluentCRM. Ensure your marketing campaigns have complete customer context for targeted messaging.
🔔
Notify your team on Slack instantly
Send instant channel notifications whenever important company records or sales deals are created in CompanyHub. Keep revenue teams updated on pipeline activity without switching apps.
🔀
Route contacts based on submitted data
Branch your automation flow depending on specific contact properties or deal values from CompanyHub. Assign tailored tags and list segments inside FluentCRM automatically.
📝
Keep contact profiles updated in real time
Modify existing contact records in FluentCRM whenever details are updated in CompanyHub. Maintain consistent customer information across all your connected business tools.
🔎
Search and update instead of creating duplicates
Check for existing records before creating new entries to prevent duplicate profiles in FluentCRM. Keep your database clean and your customer communication history intact.
💼
Handle deal stage and quote updates
Trigger marketing follow-ups when deals, quotes, or sales orders are created or updated in CompanyHub. Align your sales pipeline milestones with automated customer communications.
📊
Log pipeline events in Google Sheets
Extend your CompanyHub and FluentCRM workflows by recording pipeline activities directly in Google Sheets. Create comprehensive custom reports for your executive stakeholders.
And much more...

Who is CompanyHub + FluentCRM integration for?

Sales and marketing teams managing customer pipelines and automated campaigns across platforms need synchronized data to maintain timely follow-ups.

Performance marketers
Performance marketers
Sales managers
Sales managers
Agency account managers
Agency account managers
Growth leads
Growth leads
Customer success reps
Customer success reps
Operations directors
Operations directors
📈
Performance marketers
You're running marketing campaigns and generating leads in CompanyHub, but your campaign lists in FluentCRM only update when someone manually exports data, so your segmentation counts are always outdated — automating both apps means every new contact lands in your CRM instantly and your audience lists stay accurate.
🎯
Sales managers
Your reps close deals in CompanyHub while nurturing prospects in FluentCRM, but delayed handoffs cause leads to slip through the cracks before follow-ups happen — with this integration, contact updates flow immediately between platforms so your sales pipeline stays fully aligned.
📊
Agency account managers
You handle client contact management across CompanyHub and coordinate email sequences in FluentCRM, but manual syncing creates frustrating data gaps for your reporting — connecting these apps means every record matches perfectly and client reporting takes minutes instead of hours.
Growth leads
High volumes of incoming CompanyHub leads overwhelm your team when transferred to FluentCRM by hand, leading to slow response times and lost conversions — automating both apps means leads move instantly between systems without manual intervention.
🤝
Customer success reps
You depend on sales team handoffs from CompanyHub to trigger onboarding email flows in FluentCRM, but missed updates stall customer activation — this integration means every new client record triggers downstream communication automatically.
🔍
Operations directors
You audit customer lifecycle stages across CompanyHub and FluentCRM, but inconsistent record updates leave missing history in your audit trails — automating both apps means every touchpoint is recorded reliably from generation to closure.
Our team

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Why choose Integrately to automate CompanyHub + FluentCRM

Build and manage your CompanyHub + FluentCRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect CompanyHub + FluentCRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect CompanyHub to FluentCRM?
Frequently Asked Questions
You can connect CompanyHub to FluentCRM in 1-click using ready templates on Integrately. With 42,000+ active users, you can also ask Integrately AI to build custom workflows linking CompanyHub and FluentCRM with WordPress, Google Sheets, Gmail, Stripe, Slack, and Calendly.
Can I automatically sync new CompanyHub contacts to FluentCRM?
Frequently Asked Questions
Can I connect CompanyHub, FluentCRM, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for CompanyHub and FluentCRM?
Frequently Asked Questions
How does CompanyHub handle contact updates in this integration?
Frequently Asked Questions
Can I update existing FluentCRM contacts from CompanyHub deals?
Frequently Asked Questions
Do I need coding skills to automate CompanyHub and FluentCRM?
Frequently Asked Questions
Is the CompanyHub and FluentCRM integration free?
Frequently Asked Questions
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