Fluent CRM app connection
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Fluent CRM app connection
Get (download) Fluent CRM plugin.
Set up App connection
1.Login to your Bodygraph Chart account and open My Apps section.
2. Press ‘Create new’ button and select Fluent CRM app from the following options, then click ‘Next’.
3. Give a connection the Name and input full website URL.
4. On the different tab login to the backed of your WordPress website and click on your profile icon at the top right corner.
5. Here you will find Username and create new Application password.
6. Copy Username and created Application Password to Bodygraph Chart connection. Click save.
7. Go back to the backend of your website. Select Plugins, then Add New Plugin and press Upload plugin at the top. Select the Zip file that you downloaded from FluentCRM and allow to complete installation.
8. When installation is completed Fluent CRM will appear on the left menu bar. Open it. Navigate to Lists and create list Bodygraph (or your preferred name).
9. Now go back to Bodygraph App connation window and select the list, that you just created, at the dropdown (you might need to click save above and refresh page for list option to show up).
10. Select what data (custom fields) you would like to collect, click Save and then Send test data. Alex test data should be sent to Fluent CRM Contacts dashboard.
11. Navigate to Integrate chart at your Bodygraph Chart, open embed code that you are using at your website and enable app.
11. Now either open embed code preview or go to your website chart integration and generate the chart to see if data comes through to Fluent CRM.
You can also check video tutorial below:
Still have questions? Please message us on Live Chat or send an email to [email protected].