FluentCRM add contact activity

Status: Closed · Asked by Nvantuykom on Jan 25, 2023 · 0 views

Nvantuykom — Question · Jan 25, 2023

Hi,

I want to set up the following:
When a customer makes an appointment in WP Amelia, I need to set the appointment (title and date) in the contactrecord in FluentCRM under 'Activities' -> 'Meeting'

I can not find a way to do this. Can you help me with this?

kind regards
Natascha Vantuykom

Pabblymember11 — Reply · Jan 25, 2023

Hey @Nvantuykom

To capture the webhook response from WP Amelia you can refer to the following video tutorial.

youtube.com/watch?v=RWbgU8UXaho

And follow the instructions to pass the data in Fluent CRM.

Nvantuykom — Reply · Jan 25, 2023

Hi, the part to connect amelia and pass name and email to fluentcrm is ok, I have set that.
The next thing I want to do is in FluentCRM, on the contact, add the appointment in the activity section (see screenshot)

Attachments

PabblyMember4 — Reply · Jan 27, 2023

Hey @Nvantuykom

Could you please eleborate on your question in brief and also share a video recording of the issue so that we will guide you the correct solution?

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