How to Connect MailOptin With FluentCRM

Are you looking for an effective way to connect MailOptin with FluentCRM on your WordPress website?

Whether you’re trying to grow your email list or automate follow-ups with leads, combining these two powerful tools can help you save time and run more innovative campaigns.

MailOptin is a lead generation and email automation plugin, while FluentCRM is a customer relationship management (CRM) tool built directly inside WordPress. When you connect both, you can automatically add new leads captured by MailOptin forms into your FluentCRM contacts.

Step 1: Install and Activate MailOptin

To do this, purchase a MailOptin license.

After completing the purchase, log in to your WordPress admin dashboard. Then, go to the Plugins page, click the “Add New” button, and select “Upload Plugin”.

Then, click Choose File to select the downloaded plugin zip file. Click Install Now.

After the plugin installation completes, click the “Activate Plugin” button to enable it.

Step 2: Install and Activate FluentCRM

Navigate to the Plugins section. From there, click on “Add New” at the top of the page. In the search field that appears, type “FluentCRM”. Once you see the FluentCRM plugin in the results, click on the “Install Now” button next to it.

After the installation process completes, you’ll notice the button changes to “Activate.” Click this “Activate” button to enable FluentCRM on your WordPress website.

Step 3: Connect MailOptin with FluentCRM

Here’s the best part: MailOptin automatically integrates with FluentCRM as soon as both plugins are installed and activated. There’s no extra configuration needed.

Whenever you create an opt-in form using MailOptin (such as a popup, slide-in, or notification bar), you’ll have the option to send new subscribers directly to FluentCRM.

In conclusion, this guide has helped you learn how to connect MailOptin with FluentCRM.

If you have any questions or need assistance, feel free to reach out to our support team.