Integrate Jetpack CRM with CloudTalk
Send information between Jetpack CRM and CloudTalk automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Dispatch a welcome message in CloudTalk for newly created contacts in Jetpack CRM
Improve customers' initial experience with a personalized welcome email. This workflow ensures that a welcome email is sent in CloudTalk whenever a new contact is added in Jetpack CRM.
How it works
- The flow triggers when a new contact is created in Jetpack CRM.
- Zoho Flow sends an SMS message in CloudTalk.
Dispatch a welcome message in CloudTalk for newly created contacts in Jetpack CRM
Jetpack CRM + CloudTalk
Set up a new contact in CloudTalk when a contact is created in Jetpack CRM
Keep your call center software's contact information updated for smooth and efficient customer interactions. This flow will create a contact in CloudTalk every time a contact is created in Jetpack CRM.
How it works
- The flow triggers when a new contact is created in Jetpack CRM.
- Zoho Flow creates a new contact in CloudTalk.
Set up a new contact in CloudTalk when a contact is created in Jetpack CRM
Jetpack CRM + CloudTalk
Create a new contact is in CloudTalk each time a new contact is created in Jetpack CRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in CloudTalk whenever a new contact is created in Jetpack CRM.
How it works
- The flow triggers when a new contact is created in Jetpack CRM.
- Zoho Flow creates a new contact in CloudTalk.
Create a new contact is in CloudTalk each time a new contact is created in Jetpack CRM
Jetpack CRM + CloudTalk
Build your own integrations between Jetpack CRM and CloudTalk
Connect Jetpack CRM and CloudTalk with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Jetpack CRM and CloudTalk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Call created
Triggers when a new call of the selected type is created
Agent created
Triggers when a new agent is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
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
Create agent
Creates a new agent
Send SMS
Sends an SMS message
Add activity
Adds an activity to an existing contact
Create contact
Creates a new contact
Add note
Adds a note to an existing contact
Update agent
Updates the details of an existing agent
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact using ID or keyword
What is Jetpack CRM?
Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.
What is CloudTalk?
CloudTalk is an intuitive cloud-based call center software solution for sales and support teams of all sizes. It also lets you integrate your phone system with the most popular CRM, ecommerce, and helpdesk systems.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
