{"id":380,"date":"2025-04-28T02:52:23","date_gmt":"2025-04-28T02:52:23","guid":{"rendered":"https:\/\/easycommerce.dev\/docs\/?post_type=ek_doc&#038;p=380"},"modified":"2026-03-12T06:18:50","modified_gmt":"2026-03-12T06:18:50","slug":"fluentcrm-integration","status":"publish","type":"helpwp_doc","link":"https:\/\/easycommerce.dev\/docs\/addons\/fluentcrm-integration\/","title":{"rendered":"FluentCRM Integration"},"content":{"rendered":"\n<p>Integrating FluentCRM with EasyCommerce is a great way to enhance your marketing efforts and streamline customer relationship management.<\/p>\n\n\n\n<iframe loading=\"lazy\" width=\"560\" height=\"315\" src=\"https:\/\/www.youtube.com\/embed\/HtdxNWj-ebo?si=4YddG1CAKfbBiX8B\" title=\"YouTube video player\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n\n\n\n<p>Here\u2019s a step-by-step guide to help you through the process:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 1: Install FluentCRM<\/h3>\n\n\n\n<p>You must have the <strong>FluentCRM plugin installed<\/strong>. To <strong>install <\/strong>it:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Log in to your <strong>WordPress Dashboard<\/strong>.<\/li>\n\n\n\n<li>Go to <strong>Plugins &gt; Add New Plugin<\/strong> from your WordPress dashboard.<\/li>\n\n\n\n<li>In the Search Plugins bar, type <strong>FluentCRM<\/strong> and press enter.<\/li>\n\n\n\n<li>Click <strong>Install Now<\/strong>, and then click <strong>Activate<\/strong> to enable FluentCRM on your site.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1340\" height=\"685\" src=\"https:\/\/easycommerce.dev\/docs\/wp-content\/uploads\/2025\/04\/Add_fluent_crm.png\" alt=\"\" class=\"wp-image-611\" srcset=\"https:\/\/easycommerce.dev\/docs\/wp-content\/uploads\/2025\/04\/Add_fluent_crm.png 1340w, https:\/\/easycommerce.dev\/docs\/wp-content\/uploads\/2025\/04\/Add_fluent_crm-300x153.png 300w, https:\/\/easycommerce.dev\/docs\/wp-content\/uploads\/2025\/04\/Add_fluent_crm-1024x523.png 1024w, https:\/\/easycommerce.dev\/docs\/wp-content\/uploads\/2025\/04\/Add_fluent_crm-768x393.png 768w\" sizes=\"auto, (max-width: 1340px) 100vw, 1340px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Step 2: Install the FluentCRM Addon<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>EasyCommerce &gt; Addons<\/strong> from the left sidebar.<\/li>\n\n\n\n<li>Find the <strong>FluentCRM Integration<\/strong> Addon and click on the <strong>&#8220;Enable&#8221;<\/strong> button next to it.<\/li>\n\n\n\n<li>EasyCommerce will automatically <strong>download<\/strong>, <strong>install<\/strong>, and <strong>activate<\/strong> the addon.<\/li>\n<\/ul>\n\n\n\n<p>To learn more about addons activation, read this documentation on <a href=\"https:\/\/easycommerce.dev\/docs\/addons\/install-and-activate-addons\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>how to activate free and paid addon on EasyCommerce<\/strong><\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"985\" height=\"347\" src=\"https:\/\/easycommerce.dev\/docs\/wp-content\/uploads\/2025\/04\/Fluentcrm.png\" alt=\"\" class=\"wp-image-1049\" srcset=\"https:\/\/easycommerce.dev\/docs\/wp-content\/uploads\/2025\/04\/Fluentcrm.png 985w, https:\/\/easycommerce.dev\/docs\/wp-content\/uploads\/2025\/04\/Fluentcrm-300x106.png 300w, https:\/\/easycommerce.dev\/docs\/wp-content\/uploads\/2025\/04\/Fluentcrm-768x271.png 768w\" sizes=\"auto, (max-width: 985px) 100vw, 985px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Step 3: Create Lists and Tags in FluentCRM<\/h3>\n\n\n\n<p>To create a list &#8211;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Navigate to <strong>FluentCRM &gt; Contacts &gt; Lists<\/strong>.<\/li>\n\n\n\n<li>Click on <strong>Create List<\/strong>.<\/li>\n\n\n\n<li>Enter a <strong>Title<\/strong> and <strong>Slug<\/strong> for the new list.<\/li>\n\n\n\n<li>Click <strong><strong>Create<\/strong><\/strong> to store the list.<\/li>\n<\/ul>\n\n\n\n<p>To create tags &#8211;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Navigate to <strong>FluentCRM &gt; Contacts &gt; Tags<\/strong>.<\/li>\n\n\n\n<li>Click on <strong>Create Tag<\/strong>.<\/li>\n\n\n\n<li>Enter a <strong>Title<\/strong> and <strong>Slug<\/strong> for the tag.<\/li>\n\n\n\n<li>Click <strong>Create<\/strong> to add the tag to your FluentCRM system.<\/li>\n<\/ul>\n\n\n\n<iframe loading=\"lazy\" width=\"560\" height=\"315\" src=\"https:\/\/www.youtube.com\/embed\/hnPQLEpbHmE?si=6gLlxeKSO7dPn09q\" title=\"YouTube video player\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n\n\n\n<h3 class=\"wp-block-heading\">Step 4: Configure FluentCRM Settings<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Navigate to <strong><strong>Store &gt; Settings &gt;<\/strong> FluentCRM<\/strong> in your WordPress dashboard.<\/li>\n\n\n\n<li>Enable <strong>FluentCRM notifications<\/strong> by turning on the setting.<\/li>\n\n\n\n<li>For <strong>FluentCRM List<\/strong>, select the list you created in Step 3 from the dropdown menu.<\/li>\n\n\n\n<li>For <strong>FluentCRM Tags<\/strong>, select the tags you created in Step 3 from the dropdown.<\/li>\n\n\n\n<li>Set the <strong>FluentCRM Status<\/strong> that will be assigned to contacts when they are synced (e.g., Transactional, Subscribed, etc.).<\/li>\n\n\n\n<li>Click <strong>Save Settings<\/strong> to confirm your configuration.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"419\" src=\"https:\/\/easycommerce.dev\/docs\/wp-content\/uploads\/2025\/04\/FluentCRM_Integration-1024x419.png\" alt=\"FluentCRM_Integration\" class=\"wp-image-756\" srcset=\"https:\/\/easycommerce.dev\/docs\/wp-content\/uploads\/2025\/04\/FluentCRM_Integration-1024x419.png 1024w, https:\/\/easycommerce.dev\/docs\/wp-content\/uploads\/2025\/04\/FluentCRM_Integration-300x123.png 300w, https:\/\/easycommerce.dev\/docs\/wp-content\/uploads\/2025\/04\/FluentCRM_Integration-768x315.png 768w, https:\/\/easycommerce.dev\/docs\/wp-content\/uploads\/2025\/04\/FluentCRM_Integration-1536x629.png 1536w, https:\/\/easycommerce.dev\/docs\/wp-content\/uploads\/2025\/04\/FluentCRM_Integration.png 1902w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Step 5: Sync Customer Purchase Order Information<\/h3>\n\n\n\n<p>Once the integration is complete:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>All customer purchase order information from EasyCommerce will automatically be stored in your FluentCRM contact list.<\/li>\n\n\n\n<li>You can view the collected data by navigating to <strong>FluentCRM &gt; Contacts<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"334\" src=\"https:\/\/easycommerce.dev\/docs\/wp-content\/uploads\/2025\/04\/Contacts-FluentCRM-1024x334.png\" alt=\"\" class=\"wp-image-383\" srcset=\"https:\/\/easycommerce.dev\/docs\/wp-content\/uploads\/2025\/04\/Contacts-FluentCRM-1024x334.png 1024w, https:\/\/easycommerce.dev\/docs\/wp-content\/uploads\/2025\/04\/Contacts-FluentCRM-300x98.png 300w, https:\/\/easycommerce.dev\/docs\/wp-content\/uploads\/2025\/04\/Contacts-FluentCRM-768x251.png 768w, https:\/\/easycommerce.dev\/docs\/wp-content\/uploads\/2025\/04\/Contacts-FluentCRM-1536x501.png 1536w, https:\/\/easycommerce.dev\/docs\/wp-content\/uploads\/2025\/04\/Contacts-FluentCRM.png 1900w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"author":5,"featured_media":0,"template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}}},"helpwp_product":[19],"helpwp_topic":[21],"class_list":["post-380","helpwp_doc","type-helpwp_doc","status-publish","hentry","helpwp_topic-addons"],"_links":{"self":[{"href":"https:\/\/easycommerce.dev\/docs\/wp-json\/wp\/v2\/helpwp_doc\/380","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/easycommerce.dev\/docs\/wp-json\/wp\/v2\/helpwp_doc"}],"about":[{"href":"https:\/\/easycommerce.dev\/docs\/wp-json\/wp\/v2\/types\/helpwp_doc"}],"author":[{"embeddable":true,"href":"https:\/\/easycommerce.dev\/docs\/wp-json\/wp\/v2\/users\/5"}],"wp:attachment":[{"href":"https:\/\/easycommerce.dev\/docs\/wp-json\/wp\/v2\/media?parent=380"}],"wp:term":[{"taxonomy":"helpwp_product","embeddable":true,"href":"https:\/\/easycommerce.dev\/docs\/wp-json\/wp\/v2\/helpwp_product?post=380"},{"taxonomy":"helpwp_topic","embeddable":true,"href":"https:\/\/easycommerce.dev\/docs\/wp-json\/wp\/v2\/helpwp_topic?post=380"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}