Erxes + FluentCRM Integration

Integrate Erxes to FluentCRM in one click, or tell Integrately AI how you want each lead handled. Capture form submissions, create and update contacts, and trigger follow-up sequences automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Erxes
    Customer is created in Erxes Instant
  • Erxes
    Customer is updated in Erxes Instant
  • Erxes
    Customer is deleted in Erxes Instant
  • Erxes
    Form submission is received in Erxes Instant
  • Erxes
    Company is created in Erxes Instant
  • Erxes
    Company is updated in Erxes Instant
  • Erxes
    Company is deleted in Erxes Instant
  • Erxes
    Admin sends engagement message in Erxes Instant
  • Erxes
    Customer sends a message in Erxes Instant
  • Erxes
    Admin sent message in Erxes Instant
  • Erxes
    Knowledge base is created in Erxes Instant
  • Erxes
    Knowledge base is updated in Erxes Instant
  • Erxes
    Knowledge base is deleted in Erxes Instant
  • FluentCRM
    Contact is created in FluentCRM
  • FluentCRM
    Contact is updated in FluentCRM
Arrow Right
2.
  • FluentCRM
    Create contact in FluentCRM
  • FluentCRM
    Update contact in FluentCRM
  • FluentCRM
    Search contact in FluentCRM
  • FluentCRM
    Add note to contact in FluentCRM

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Ready WorkflowsReady Workflows   for Erxes + FluentCRM Integration

Capture form submissions, create contacts, update lead details, and sync customer records, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Erxes + FluentCRM flow

Extend your CRM workflow by connecting customer data to messaging platforms, spreadsheets, and marketing tools. Pick a combination and activate it in one click.

Erxes
FluentCRM
+
WordPressWordPress (3)
+
WooCommerceWooCommerce (3)
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
E
F
W
When a form submission is received in Erxes, create a contact in FluentCRM, and create a user in WordPress.
Every Erxes form submission instantly populates your FluentCRM contacts and creates a new user in WordPress without manual data entry.
E
F
W
When a customer is created in Erxes, update your contact in FluentCRM, and update the user in WordPress.
Keep customer profile updates aligned across Erxes, FluentCRM, and WordPress automatically.
E
F
W
When a customer sends a message in Erxes, search for the contact in FluentCRM, and create a user in WordPress.
Capture inbound messaging activity from Erxes by searching FluentCRM and setting up your WordPress directory.

Supported triggers and actions for Erxes and FluentCRM

Mix and match to build the exact automation you need

Erxes
Erxes Triggers & Actions
Instant
Customer is created in Erxes
Triggers the automation when a new customer is created
Try it →
Instant
Customer is updated in Erxes
Triggers the automation when customer details are updated
Try it →
Instant
Customer is deleted in Erxes
Triggers the automation when a customer is removed from the database
Try it →
Instant
Form submission is received in Erxes
Triggers the automation when a form is filled
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Instant
Company is created in Erxes
Triggers the automation when a new company is created
Try it →
Instant
Company is updated in Erxes
Triggers the automation when a company is updated
Try it →
Instant
Company is deleted in Erxes
Triggers the automation when a company is deleted
Try it →
Instant
Admin sends engagement message in Erxes
Triggers the automation when an admin sends an engagement message to a contact
Try it →
Instant
Customer sends a message in Erxes
Triggers the automation when a customer sends a message
Try it →
Instant
Admin sent message in Erxes
Triggers the automation when the admin sends a message to someone
Try it →
Instant
Knowledge base is created in Erxes
Triggers the automation when new knowledge base is created
Try it →
Instant
Knowledge base is updated in Erxes
Triggers the automation when a knowledge base is modified
Try it →
Instant
Knowledge base is deleted in Erxes
Triggers the automation when a knowledge base is deleted
Try it →
No action is available
FluentCRM
FluentCRM Triggers & Actions
Contact is created in FluentCRM
Triggers the automation when a new contact is created
Try it →
Contact is updated in FluentCRM
Triggers the automation when a contact is updated
Try it →
Create contact in FluentCRM
Adds a new contact to the database
Try it →
Update contact in FluentCRM
Updates contact information with new details
Try it →
Search contact in FluentCRM
Finds and retrieves contact information
Try it →
Add note to contact in FluentCRM
Adds a personalized note to a contact
Try it →

What can you automate with Erxes + FluentCRM?

Streamline lead capture, customer data synchronization, and team communication between your chatbot and your CRM.

What you can automate?
🔄
Create FluentCRM contacts from Erxes form submissions
Automatically generate a new FluentCRM contact the moment a form submission is received in Erxes. Eliminate manual data entry and ensure every lead is captured immediately.
📋
Capture every submitted form field accurately
Map all available Erxes form answers directly into corresponding FluentCRM contact fields. Your CRM database receives complete and structured information for every prospect.
🔔
Alert your team instantly when leads arrive
Notify your sales or support channels in Slack as soon as Erxes captures a new customer interaction or form submission. Ensure rapid response times for high-value prospects.
🔀
Route contacts based on submitted responses
Apply conditional logic to direct specific Erxes leads to designated segments within FluentCRM based on the criteria they submit.
✏️
Keep customer profile information up to date
Automatically update existing contact records in FluentCRM whenever a customer profile or detail is modified in Erxes.
🔍
Search and update instead of creating duplicates
Check if a contact already exists in FluentCRM before processing Erxes submissions, preventing duplicate records and keeping your database clean.
📝
Log customer chat notes directly into your CRM
Add detailed customer messages and conversation notes from Erxes directly into the appropriate contact timeline within FluentCRM.
🌐
Extend your workflow to external apps
Connect Erxes and FluentCRM to Google Sheets, WordPress, or Slack to build a comprehensive multi-step automation pipeline.
And much more...

Who is Erxes + FluentCRM integration for?

Customer support teams, marketers, and sales professionals managing leads across Erxes and FluentCRM will streamline their workflow and eliminate manual data entry.

Marketing directors
Marketing directors
Sales representatives
Sales representatives
Account managers
Account managers
Customer success leads
Customer success leads
CRM administrators
CRM administrators
Operations managers
Operations managers
📈
Marketing directors
You're capturing leads through Erxes chat forms but your CRM records only update when someone manually exports submissions, so the conversion metrics you're reporting against are always delayed — with this integration, every new submission lands in FluentCRM instantly and your pipeline stays current.
Sales representatives
You need to follow up with high-intent prospects immediately, but waiting for manual lead entry means hours pass before you find out about new enquiries — with this integration, contact creation happens automatically the moment an Erxes form is submitted so you can close deals faster.
🤝
Account managers
You answer to clients who expect up-to-date communication histories, but scattered messaging logs leave gaps in your client records — with this integration, every customer interaction and form response syncs directly into FluentCRM to provide a complete relationship overview.
📊
Customer success leads
The volume of inbound support chats is too high for anyone to keep up with by hand, leading to missed customer details and unrecorded feedback — with this integration, incoming customer messages automatically generate CRM notes and profile updates without manual typing.
⚙️
CRM administrators
You own the database and depend on support staff to hand over lead details correctly, but manual transcription errors keep corrupting your contact lists — with this integration, data flows cleanly from Erxes into FluentCRM with zero risk of human error.
📋
Operations managers
You need a reliable audit trail of every customer touchpoint, but manual data transfers create missing entries and fragmented customer histories — with this integration, every customer event in Erxes is securely captured and recorded in FluentCRM.
Our team

Ready Workflows Did you know?

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 Erxes + FluentCRM

Build and manage your Erxes + 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 Erxes + 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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😍
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in $19.99

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Frequently Asked Questions

How do I connect Erxes to FluentCRM?
Frequently Asked Questions
You can connect Erxes to FluentCRM in 1-click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking WordPress, WooCommerce, Slack, and 1,500+ other apps.
Can I automatically create FluentCRM contacts from Erxes form submissions?
Frequently Asked Questions
Can I connect Erxes, FluentCRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Erxes and FluentCRM?
Frequently Asked Questions
How are customer updates handled between Erxes and FluentCRM?
Frequently Asked Questions
Can I add notes to FluentCRM contacts from Erxes messages?
Frequently Asked Questions
Do I need coding skills to automate Erxes and FluentCRM?
Frequently Asked Questions
Is the Erxes and FluentCRM integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

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