How Fluent Forms’ Integrations Can Transform Your Business Growth

How Fluent Forms’ Integrations Can Transform Your Business Growth

A good form builder is so much more than just a way to implement a way to contact you on-site. The best plugins let you connect with third-party apps and services to expand the functionality of your site, and the form builder itself. Fluent Forms’ integrations cover a whole range of applications, which means it’s ideal to sit at the center of your operations.

In this article, we look at how Fluent Forms’ integrations can help you daily with three different use cases. Throughout the post, we’ll cover the scope of what integrations you can find too. Before that, let’s give you a brief look at the core Fluent Forms plugin.

A Quick Overview of Fluent Forms

If you don’t yet know about Fluent Forms, let us bring you up to speed. It’s a WordPress form builder plugin that we cover in detail in our dedicated Fluent Forms review here on WP Mayor. It’s no spoiler to state that we love the plugin, giving it a healthy 4.5 out of 5 rating.

Here’s why we rate the plugin so highly in that review:

  • With a drag-and-drop form builder within WordPress, an excellent array of templates, and several customization options, you’ll be able to create your forms in a flash.
  • The price is excellent, especially during the sale season. When there’s a discount, it’s a complete no-brainer purchase for us.
  • There’s a wealth of functionality on offer, including myriad form fields, conditional logic, calculators, payment gateways, and much more.

Speaking of functionality, Fluent Forms offers more than you get in the box. Next, we’ll look at why this is, and what it means for you.

Fluent Forms’ Integrations

Apart from the core functionality of Fluent Forms, the premium plans also provide over 45 integrations with other third-party services and apps. This is great news if you want to make Fluent Forms the center of your workflow.

For instance, there are ways to connect to your Customer Relationship Manager (CRM) of choice, such as FluentCRM, Constant Contact, Zoho CRM, OnePageCRM, and many more.

A list of Fluent Forms integrations.

We’re going to cover some of the most useful next, but we encourage you to check out the entire list to see what’s on offer. Toward the end of the post, we’ll also discuss what to do if you can’t find the exact integration you need for your site.

How to Use Fluent Forms’ Integrations to Grow Your Business (3 Use Cases)

In this part of the post, we’re going to look at how you’ll use Fluent Forms’ integrations day to day. Of course, these use cases aren’t the only ones at your disposal. We’d encourage you to check out the entire list of available integrations, and let your imagination drive what’s possible.

Given that you can mix and match to create a unique blend of integrations, you get to create a custom workflow depending on what you choose.

1. Create or Update WordPress Users from Form Submissions

For sites that need to sign up users, creating profiles for each one can quickly become a chore. Fluent Forms automates this for you with the User Registration or Update integration.

To enable this, ensure you purchase a premium plan, then create your form. Next, head to the Fluent Forms Pro > Integrations screen within WordPress:

A list of Fluent Forms integrations on the WordPress back end.

To enable the integration, toggle the switch. You should see a success message, at which point, head to the Fluent Forms Pro > Forms screen. Here, hover over your form, and choose the Settings link:

Choosing the settings for a form within Fluent Forms.

On this next screen, click the Configure Integrations tab, which will show a near-blank page on first viewing:

The Configure Integrations screen within Fluent Forms.

If you click on the Add New Integration drop-down button though, you can select the User Registration module:

The Add New Integration drop down, showing the User Registration module.

This will display a whole host of options to help you set up the registration feed. Your task is to map each field to your form’s fields, using the drop-down menus:

Mapping fields to forms within Fluent Forms.

Below this are numerous options to customize and personalize the registration. For instance, you can set a user role, and enable a whole host of other options. This includes conditional logic, form validation, and notifications.

The extra settings within Fluent Forms for setting user registrations.

Once you save your changes, you can toggle the registration feed from this same screen.

2. Get Notifications to Your App of Choice

Notification represents an important, yet overlooked aspect of your forms. Fluent Forms includes a number of integrations depending on your platform. You can search for them all on the Fluent Forms Pro > Integrations screen:

A list of notification modules within Fluent Forms.

For this example, we’ll use Slack, as it’s a popular choice for real-time notifications relating to submissions. However, there are other options, such as Telegram Messenger and Discord.

Note that in order to set up Slack notifications, you’ll need to create a dedicated Slack channel and app. Doing this is beyond the scope of this post, but the Fluent Forms documentation covers it in full.

Within Fluent Forms though, choose a form, select the Settings and Integrations tab, navigate to the Slack section, and then toggle the Integrate Slack switch:

The Slack Integration screen within Fluent Forms.

You’ll need to add your Slack webhook URL, and then choose the fields that will appear in Slack. Once you do this, save your settings and fire off a test submission, checking in Slack that you receive a notification.

3. Use Google Sheets Alongside Fluent Forms

You likely collect data and use Google Sheets to store it. Fluent Forms can connect with the popular spreadsheet app to help automate that data transfer. Once you activate the Google Sheets integration within the Fluent Forms dashboard, click the Settings cog icon:

A close up of the Google Sheets module select card.

This brings you to the Google Sheets Global Settings screen. Next, click the Get Google Sheet Access Code link, confirm that Google can access your information, then copy the access code that displays:

The Fluent Forms Google Access Code screen.

Back in the Fluent Forms dashboard, paste this into the Access Code field:

Fluent Forms' Google Sheets settings, including access code verification.

Once you click the Verify Code button, you should see a success message. At this point, head to your form and add the new Google Sheets integration as did for user registrations:

A close up of the Add New Integration drop down, including the Google Sheets module.

To complete this form, give the feed a name, then copy and paste the Spreadsheet ID into the right field:

A close up of a browser bar showing the spreadsheet ID.

Also, add the Worksheet Name to the correct field. Note that this is for the individual sheet, rather than the entire spreadsheet collection:

A close up of a Google Sheet document, showing the Worksheet ID.

The final step is to map your form fields to your spreadsheet using the Spreadsheet Fields section:

Mapping fields to the spreadsheet within Fluent Forms.

Finally, save your feed, and this should connect Google Sheets to your form.

Frequently Asked Questions (FAQs)

To finish up this look at Fluent Forms’ integrations, let’s answer some of the most burning questions about using them. If you still have a question, pop it in the comments section at the bottom of the article, and we’ll help you with an answer.

Where Can I See a Full List of Fluent Forms’ Integrations?

There are over 45 different integrations with Fluent Forms, and you can see all of them on the plugin’s website. It collates the integrations into different categories, so you can find the exact one you’re looking for.

Can I Use Integrations With the Free Version of Fluent Forms?

While the free version of Fluent Forms is feature-rich, you won’t be able to use integrations with it. Instead, you’ll need to sign up for a premium plan.

Which Integrations Does Fluent Forms Include Across Its Premium Plans?

Regardless of the plan you choose, you get full access to every integration on offer. What’s more, you also get the full functionality of the plugin too!

How Easy Are Fluent Forms’ Integrations to Install?

The Fluent Forms Pro screen in the WordPress dashboard gives you a panel that shows all of the integrations available. For each one, you can simply use the toggle switch. The plugin will do the rest, and you can go ahead and use it once the installation process is over.

What if the Integration I’d Like Is Not Yet in Fluent Forms?

There are more than 45 integrations, with others on the way. However, if an integration you’d like is not yet available within Fluent Forms, you have a couple of options. Firstly, let them know! Secondly, you can use the plugin’s integrations for Zapier and/or webhooks. This opens up your options to include practically any other app or service you can find!

The Bottom Line

With a plugin such as Fluent Forms at your side, you can integrate your site with over 45 different third-party apps and services. However, with the Fluent Forms integrations for Zapier and webhook implementation, you can stretch this support even further.

In short, you can connect practically any app or service to Fluent Forms. This post looks at just three ways to do so. For instance, Google Sheets integration will be a common use case to handle the data from form submissions. Even so, there is plenty more to uncover, such as connecting to Mailchimp or another marketing service. Even better, all of the Fluent Forms integrations are available across every premium plan.

How could Fluent Forms’ integrations help your site to grow your business? Let us know in the comments section below!

Keep reading the article at WP Mayor. The article was originally written by Tom Rankin on 2024-02-07 07:00:00.

The article was hand-picked and curated for you by the Editorial Team of WP Archives.

Disclosure: Some of the links in this post are "affiliate links." This means if you click on the link and purchase the product, We may receive an affiliate commission.

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