--- title: "Connect Fluentcrm and FunnelCockpit - APIANT.ai" description: "When \"New Contact\" fires in Fluentcrm, your agent runs \"Create or Update CRM Contact\" in FunnelCockpit." canonical: "https://apiant.ai/connect/fluentcrm-to-funnelcockpit" --- # Connect Fluentcrm and FunnelCockpit When **New Contact** fires in [Fluentcrm](https://apiant.ai/connections/fluentcrm), your agent runs **Create or Update CRM Contact** in [FunnelCockpit](https://apiant.ai/connections/funnelcockpit), or **New CRM Contact** in FunnelCockpit to **Create Contact** in Fluentcrm. Describe the whole flow and it is built, tested on every scenario and kept running. Fluentcrm **1** trigger Fluentcrm **13** actions FunnelCockpit **3** triggers FunnelCockpit **4** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Fluentcrm and FunnelCockpit to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Fluentcrm and FunnelCockpit can do together ### From Fluentcrm to FunnelCockpit - When **New Contact** in Fluentcrm then **Create or Update CRM Contact** in FunnelCockpit - When **New Contact** in Fluentcrm then **Create or Update Email Contact** in FunnelCockpit ### From FunnelCockpit to Fluentcrm - When **New CRM Contact** in FunnelCockpit then **Create Contact** in Fluentcrm - When **New Survey Result** in FunnelCockpit then **Add Note to Contact** in Fluentcrm Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Fluentcrm and FunnelCockpit ## Triggers and actions 4 triggers · 17 actions - Trigger **New Contact** Triggers when a new contact is added to FluentCRM, optionally only for a given tag, list or status. - Action **Add Note to Contact** Adds a note to a FluentCRM contact, with a title, description, note type and optional date. - Action **Create Contact** Creates a new contact in FluentCRM, optionally adding them to tags and lists. - Action **Create List** Creates a new contact list in FluentCRM and returns it. - Action **Create Tag** Creates a new tag in FluentCRM that you can use to organise contacts. - Action **Delete Contact** Permanently deletes a contact and all of its associated data from FluentCRM. - Action **Find Contacts** Finds FluentCRM contacts matching a search term (name, email or other contact details), optionally narrowed by tag, list, status or company. - Action **Get Contact** Returns one FluentCRM contact by its ID or email address, including its tags, lists and custom field values. - Action **List Contact Notes** Returns the notes recorded on a FluentCRM contact, optionally filtered by note title. - Action **List Lists** Returns all contact lists in FluentCRM, optionally filtered by a search term and sorted. - Action **List Tags** Returns the tags defined in your FluentCRM account, optionally filtered by a search term and sorted. - Action **Send Double Opt-in Email** Sends a double opt-in confirmation email to a contact who is not yet subscribed. - Action **Track Event** Records a custom event on a FluentCRM contact, or increments its counter if the same event was already tracked for that contact. - Action **Update Contact** Updates an existing FluentCRM contact's details and custom field values, and adds or removes tags and lists. - Trigger **New CRM Contact** Triggers when a new contact is added to the selected FunnelCockpit CRM, optionally limited to one lead group. - Trigger **New Survey Result** Triggers when a new result is submitted to the selected FunnelCockpit survey. - Trigger **New Webinar Viewer** Triggers when a new viewer registers for the selected webinar. - Action **Create or Update CRM Contact** Creates a contact in a FunnelCockpit CRM, or updates the existing contact with the same email address, optionally adding it to lead groups. - Action **Create or Update Email Contact** Creates a new email contact in FunnelCockpit, or updates the existing contact with the same email address. - Action **Create Webinar Viewer** Registers a person as a viewer of a FunnelCockpit webinar for a chosen start date. - Action **Get Webinar Dates** Returns the upcoming scheduled dates for a webinar. ## Each app on its own - [ **Fluentcrm** WordPress-based email marketing CRM for sending campaigns, contact segmentation, and automation workflows.](https://apiant.ai/connections/fluentcrm) - [ **FunnelCockpit** FunnelCockpit is your all-in-one marketing solution.](https://apiant.ai/connections/funnelcockpit) Reviews ## What our customers say ## More from Fluentcrm - [ **Fluentcrm to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/fluentcrm-to-hubspot) - [ **Fluentcrm to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/fluentcrm-to-salesforce) - [ **Fluentcrm to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/fluentcrm-to-slack) - [ **Fluentcrm to Google Sheets** Google Sheets](https://apiant.ai/connect/fluentcrm-to-google-sheets) - [ **Fluentcrm to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/fluentcrm-to-gmail) - [ **Fluentcrm to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/fluentcrm-to-google-calendar) ## More into FunnelCockpit - [ **ActiveCampaign to FunnelCockpit** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-funnelcockpit) - [ **Airtable to FunnelCockpit** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-funnelcockpit) - [ **Asana to FunnelCockpit** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-funnelcockpit) - [ **ClickUp to FunnelCockpit** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-funnelcockpit) - [ **Discord to FunnelCockpit** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-funnelcockpit) - [ **Freshdesk to FunnelCockpit** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connect/freshdesk-to-funnelcockpit) Questions ## Fluentcrm and FunnelCockpit, answered ### ### What can start an automation from Fluentcrm? Any of Fluentcrm's 1 trigger in the catalog, including New Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in FunnelCockpit when something happens in Fluentcrm? Any of FunnelCockpit's 4 actions, including Create or Update CRM Contact, Create or Update Email Contact, Create Webinar Viewer and Get Webinar Dates. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from FunnelCockpit to Fluentcrm? Yes. When something happens in FunnelCockpit, your agent can act in Fluentcrm too. This page covers both directions: FunnelCockpit's triggers and Fluentcrm's actions are listed here as well. ### ### Do I have to build a connector for Fluentcrm or FunnelCockpit? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Fluentcrm and FunnelCockpit without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.