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Fluent CRM Integration

This guide provides step-by-step instructions to automatically synchronize new contacts from Fluent CRM (on your WordPress site) to your Orkap Contacts library using an outgoing webhook.

Prerequisites​

  • An active Orkap account.
  • The Fluent CRM plugin installed and configured on your WordPress site.
  • (optional) A specific List in Fluent CRM to trigger the automation (e.g., "Outreach").

Step 1: Create an Incoming Webhook in Orkap​

The first step is to generate a unique endpoint in Orkap that will receive data from Fluent CRM.

  1. Log in to your Orkap dashboard.
  2. Navigate to the Webhooks section under settings.
  3. Click on "Create Webhook" by default incoming webhook selected, if not please select incoming first .
  4. Orkap will generate a unique public URL for you. This URL is the endpoint where Fluent CRM will send the contact data.
  5. Copy this generated URL. You will need it in Step 3. It should look similar to this: https://orkap.com/webhooks/whe_xxxxxxxx/receive/xxxxxxxxxxx

Tip: You may want to name this webhook "Fluent CRM Integration" for easy identification later.

[SCREENSHOT: A picture of the Orkap webhook creation screen with the generated URL visible.]

Step 2: Create an Automation Funnel in Fluent CRM​

This automation defines the rule: (for ex "When a contact is added to a specific list, send their data to Orkap."), but the choise is yours. Decide when you like to trigger the automation.

  1. In your WordPress admin, go to Fluent CRM > Automation.
  2. Click the "New Automation" button.
  3. Configure the Trigger:
    • Automation Name: Enter a descriptive name (e.g., "Sync Contacts to Orkap").
    • Trigger: Select "Add to List" or any other prefered methods.
    • Click "Save & Next".

[SCREENSHOT: Your first screenshot (CleanShot 2025-09-17 at [email protected]) is perfect here, showing the "Outreach" trigger.]

Step 3: Add the "Outgoing Webhook" Action​

Now, you will add the action that sends the data to the Orkap webhook URL.

  1. In the automation canvas, click the "+" icon to add a new action.
  2. Find and select the action labeled "Outgoing Webhook."
  3. A configuration panel will open. Configure it with the following settings:
    • Data Send Method: Select POST Method.
    • Remote URL: Paste the Orkap Incoming Webhook URL you copied in Step 1.
    • Request Format: Select Send as JSON format.
    • Request Body: Select Custom Data.

[SCREENSHOT: Your second screenshot (CleanShot 2025-09-17 at [email protected]) is ideal for this step, showing the general webhook configuration.]

Step 4: Map the Contact Fields (Name & Email)​

Orkap requires specific data points to create a contact. You will map Fluent CRM's data to these fields.

  1. In the "Request Body Data" section, you will map Fluent CRM fields to Orkap fields.
  2. Map the Name Field:
    • Data Key: Enter name
    • Data Value: Click the dynamic tag icon ({ }) and select Contact -> Full Name. This will insert the code {(contact.full_name)}.
  3. Map the Email Field:
    • Data Key: Enter email
    • Data Value: Use the dynamic tag selector and choose Contact -> Email. This will insert the code {(contact.email)}.
  4. Click "Save Settings" on the action block.

[SCREENSHOT: A close-up crop of your second screenshot focusing on the "Request Body Data" section with the name and email mapping would be perfect here.]

Step 5: Publish the Automation and Test​

  1. Ensure the automation funnel is toggled ON (Active).
  2. (Optional) Click the "Send Test Webhook" button to verify the connection.
  3. Add a test contact: The best test is to add a real contact to the Fluent CRM list you selected.
    • Go to Fluent CRM > Contacts > Add Contact.
    • Enter a name and email address.
    • Click "Save Contact."

[SCREENSHOT: Your third screenshot (CleanShot 2025-09-17 at [email protected]) shows the contact details page and can be used here.]

Step 6: Verify the Contact in Orkap​

  1. Shortly after saving the test contact, go to your Orkap dashboard.
  2. Navigate to your Contacts section.
  3. You should see the new contact listed there, confirming the integration was successful.

[SCREENSHOT: Your fourth screenshot (CleanShot 2025-09-17 at [email protected]) shows the Orkap contacts list and is perfect for this final step.]

Summary​

You have successfully created a one-way, real-time integration from Fluent CRM to Orkap. The process flow is simple:

New targeted Contact added to a Fluent CRM List → Fluent Automation triggers → Webhook sends data via POST → Orkap receives data and creates a Contact

This automation ensures your Orkap contact library is always updated without any manual effort, keeping your marketing tools in sync.