Fluent Forms for BuilderCMS CRM

An integration for Fluent Forms Pro to sync contacts with BuilderCMS CRM

Description

An integration for Fluent Forms that allows automatic syncing of form submissions to BuilderCMS CRM. Supports both the modern BuilderCMS REST API and the legacy ProspectImport endpoint.

Features

• Dual API Support: Works with both modern REST API and legacy ProspectImport endpoints
• Field Mapping: Map form fields to BuilderCMS contact fields
• Custom Attributes: Add custom contact attributes
• Conditional Logic: Enable/disable integration based on form values
• Contact Status Management: Set initial contact status and type
• Debug Mode: Test integration without sending data

Installation

1. Install and activate Fluent Forms Pro
2. Upload and activate this plugin
3. Navigate to Fluent Forms → Settings → Integrations → BuilderCMS
4. Configure your BuilderCMS API settings

Configuration

API Mode Selection

This plugin supports two BuilderCMS API modes:

Legacy ProspectImport (Recommended for existing BuilderCMS accounts)

• Uses: https://www.buildercms.com/cms/custom/ProspectImport.aspx
• Method: GET request with URL-encoded data
• Authentication: Community Number only
• Best for: Older BuilderCMS installations, matches Elementor integration

Modern REST API

• Uses: https://api.buildercms.com/Contact/CreateOrUpdate
• Method: POST request with JSON data
• Authentication: Username, Password, Client ID, Database Name
• Best for: Newer BuilderCMS API accounts

API Settings

1. Go to Fluent Forms → Settings → Integrations → BuilderCMS
2. Choose your API Mode:
   • Legacy: Requires only Community Number
   • Modern: Requires Username, Password, Client ID, and Database Name
3. Click "Save Settings"

Form Integration

1. Edit your Fluent Form
2. Go to Settings & Integrations → BuilderCMS
3. Create a new BuilderCMS feed
4. Map your form fields to BuilderCMS fields:
   • Email Address (required)
   • First Name
   • Last Name
   • Phone
   • Address fields
   • And more...
5. Configure additional settings:
   • Source Detail: Form or page name for tracking (Legacy mode)
   • Admin Email: Receive import notifications (Legacy mode)
   • Contact Status: Initial prospect status
   • Note: Add notes to the contact record
6. Enable the feed and save

Field Mapping

Standard Fields

• Email Address (required)
• First Name
• Last Name
• Phone
• Address Line 1 & 2
• City, State, Zip, Country

Legacy Mode Additional Fields

• Source Detail
• Admin Email
• Custom1 through Custom6
• Comments/Notes

Modern API Additional Fields

• Contact Attributes
• Contact Type & Status
• Lead Sources
• Multiple phone numbers
• Multiple email addresses
• Multiple physical addresses

Changelog

1.3.0

• Added support for legacy ProspectImport endpoint
• Added API mode selection (Modern vs Legacy)
• Improved field mapping compatibility with Elementor integration
• Added Source Detail and Admin Email fields for legacy mode
• Enhanced debugging capabilities
• Updated validation for different API modes

1.2.6

• Initial BuilderCMS integration (REST API only)

Upgrade Notice

1.3.0

This version adds support for the legacy BuilderCMS ProspectImport endpoint. If you're migrating from an Elementor BuilderCMS integration, select "Legacy" mode in the settings