Integrate FormTitan with Jetpack CRM

Send information between FormTitan and Jetpack CRM automatically, without writing any code, using Zoho Flow.

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Add a new contact in Jetpack CRM for each new form submission received via FormTitan

Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will generate a new contact in Jetpack CRM using the form responses obtained from FormTitan.

How it works
  1. The flow triggers when a new form submission is received in FormTitan.
  2. Zoho Flow adds a new contact or updates the details of an existing contact in Jetpack CRM.
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Add a new contact in Jetpack CRM for each new form submission received via FormTitan

FormTitan + Jetpack CRM

Build your own integrations between FormTitan and Jetpack CRM

Connect FormTitan and Jetpack CRM with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate FormTitan and Jetpack CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form submission received

Triggers when a new form submission is received

Transaction created

Triggers when a new transaction is created

Contact status updated

Triggers when the status of an existing contact is updated

Quote accepted

Triggers when an existing quote is accepted

Invoice created

Triggers when a new invoice is created

Contact updated

Triggers when the details of an existing contact is updated

Invoice updated

Triggers when the details of an existing invoice is updated

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

Quote created

Triggers when a new quote is created

All Actions - Actions are the automated tasks

Fetch form

Fetches the details of an existing form using ID

Add or update contact

Adds a new contact or updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

Fetch quote

Fetches the details of an existing quote

What is FormTitan?

FormTitan is a comprehensive platform for CRM applications that lets you build portals, progressive and dynamic forms, schedulers, dashboards, and more.

Forms

What is Jetpack CRM?

Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.

CRM WordPress Plugins

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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