FluentCommunity → SalesforceEvents and actions

Use FluentCommunity events to automate Salesforce

Choose an event from FluentCommunity to start an automation, then choose from the Salesforce actions listed below. The action settings show what information you need to provide.

Already using Noptin? Learn how to create an automation rule.

FluentCommunityFluentCommunitySalesforceSalesforce
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Automations

Ways to connect these tools

These are examples. Available fields depend on the event and the choices on your site or connected account.

Add a contact to an Object in Salesforce when a user joins a space

  1. FluentCommunityWhen a user joins a space
  2. SalesforceAdd a contact to an Object in Salesforce

Available in Noptin

Salesforce actions

Objects

2 actions

View actions
  • Add a contact to an Object in Salesforce
  • Remove a contact from an Object in Salesforce

Available in Noptin

FluentCommunity events and actions

Spaces

3 events · 3 actions

View events and actions

Events

  • When a user joins a space
  • When a user leaves a space
  • When a user creates a post in a space

Actions

  • Create a post in a FluentCommunity space
  • Add a user to a space
  • Remove a user from a space

Courses

3 events · 2 actions

View events and actions

Events

  • When a user enrolls in a course
  • When a user completes a course
  • When a user leaves a course

Actions

  • Enroll a user in a course
  • Remove a user from a course

Lessons

1 event

  • When a user completes a lesson

About this connection

How the two tools fit together

FluentCommunity: A complete community platform with courses, spaces, and member management for WordPress.

Salesforce: Salesforce is a comprehensive cloud-based CRM platform that provides tools for sales, service, marketing, analytics, and application development to help businesses manage customer relationships and drive growth.

What information can you send?

Connect Salesforce, then fill in the contact details it asks for. The available fields depend on your account.

Available details depend on the FluentCommunity event or action you choose and any fields configured on your site. Available fields depend on the selected Salesforce object and the connected account.

Start here

Set up FluentCommunity and Salesforce with Noptin

  1. Install the free Noptin plugin on your WordPress site.
  2. Activate your Noptin license, then install the Noptin add-on for FluentCommunity and Salesforce from Noptin → Extensions. How to activate your license.
  3. Install and set up FluentCommunity on your WordPress site. Connect Salesforce in Noptin using the account or server details requested in its settings.

See how to install a premium extension.

How to install the Noptin newsletter plugin

Put it together

Set up the automation in WordPress

  1. Choose an event from FluentCommunity to start the automation.
  2. Choose an action from Salesforce in the list above and fill in its required settings.
  3. Match the details from the first step to the fields in the second. Run a test, then turn on the rule.

Follow the automation rules guide if you need help creating the rule.

Ready to connect FluentCommunity and Salesforce?

Build the automation in your WordPress dashboard with Noptin.

See plans and pricing