How to connect FluentCRM to Albato

Last update: 8/9/2024 · 2 min read

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IN THIS ARTICLE

FluentCRM is a powerful email marketing automation tool designed to help businesses manage their customer relationships more effectively. By integrating FluentCRM with Albato, you can streamline your marketing efforts, automate workflows, and ensure that your customer data flows seamlessly between platforms.

Available Trigger:

Triggers are events that trigger an automation. All triggers run in real time; that is, data is transferred the moment the event occurs.

• New Contact (Beta Vesion)

Available Actions

Actions are what Albato performs when your automation is running. Actions also allow you to transfer data to other apps and systems.

• Create a new contact
• Update contact
• Custom API request
• Search Contact
• Create a new email template

Before setting up automations with FluentCRM, connect the app to Albato.

To do this, go to the Apps section and click the Add a connection button.

Select the app and click the Add a connection button.

Enter the required parameters and click the Continue button.

You can create the application password using the WordPress user editing page.

Please make sure that the user has access to FluentCRM. We recommend creating an application password from within FluentCRM. Navigate to FluentCRM -> Settings -> Managers and then create a manager. Make sure the manager is not an "Administrator" user role. Select the permissions you want to give this user for FluentCRM.

Then Go to FluentCRM -> Settings > Rest API and Create the new key corresponding to manager.

Once you confirm, it will give you the username and application password. Please note that you cannot retrieve the application password later. So save it for future use.

Paste the values into the Albato connection fields. Click the Continue button.

The connection is ready!