Name: How to Automate Client Management Using FluentCRM and FluentBooking Integration
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How to Automate Client Management Using FluentCRM and FluentBooking Integration

FluentCRM and FluentBooking integration can simplify workflow, automate repetitive tasks, and enhance client management in WordPress 00:07

To set up the integration, enable FluentCRM in FluentBooking's advanced features and add-ons, then configure the mapping and select the contact list and tags 00:30

Automations can be created in FluentCRM to send thank-you emails, collect feedback, and nurture clients, with triggers such as new bookings or completed bookings 01:56

Choosing the right tools, such as FluentCRM and FluentBooking, can simplify workflow, automate repetitive tasks, and improve client management in WordPress, with the integration of these two tools offering a powerful solution to level up client management (00:00:00)
To set up the integration, one can start by opening the settings in FluentBooking's dashboard, visiting the advanced features and add-ons to ensure FluentCRM is enabled, and then proceeding to the calendar section to select a calendar and click edit, where the integrations option can be found in the left sidebar (00:00:30)
The integration process involves adding a new integration, selecting FluentCRM, naming the feed, mapping fields using shortcodes, picking a contact list, and tagging attendees to segment them effectively, after which the event trigger can be enabled and the feed saved (00:00:56)
With the integration set up, whenever someone books an appointment, they will be added to the CRM exactly as configured, and automations can be created to thank attendees, such as by sending a custom email, which can be done by moving to FluentCRM's automation panel and creating an automation from scratch (00:01:33)
FluentCRM's automation panel allows for the creation of automations to perform various actions, such as adding notes or activities to clients, sending email sequences for post-appointment follow-up, and including clients in newsletter campaigns, with the option to pick a trigger, such as a new booking, and add a custom email to thank attendees (00:01:56)
Additional automations can be created to cross-sell or upsell products, collect feedback after appointments, and engage with clients on behalf of the business, all of which can be done using FluentCRM's ready-made actions and automation panel (00:03:36)
By using FluentCRM and FluentBooking, businesses can automate and personalize their client journey, from booking an appointment to post-appointment follow-ups, and maximize efficiency by working smarter, not harder (00:05:01)

How to Automate Client Management Using FluentCRM and FluentBooking Integration

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