Integrate Jetpack CRM with Myphoner

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

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Set up a new contact in Myphoner when a contact is created in Jetpack CRM

Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will create a new contact in Myphoner for new contacts created in Jetpack CRM.

How it works
  1. The flow triggers when a new contact is created in Jetpack CRM.
  2. Zoho Flow creates a new lead in Myphoner.
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Set up a new contact in Myphoner when a contact is created in Jetpack CRM

Jetpack CRM + Myphoner

Build your own integrations between Jetpack CRM and Myphoner

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Supported triggers and actions

Integrate Jetpack CRM and Myphoner 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

New call back

Triggers when a lead is marked for call back

Lead won

Triggers when a lead is marked as winner

Lead lost

Triggers when a lead is marked as loser

Archived lead

Triggers when a lead is archived

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 lead

Creates a new lead

Mark lead as winner

Marks the specified lead as winner

Update lead

Updates the details of an existing lead

Mark lead for call back

Marks the specified lead for a call back

Mark lead as loser

Marks the specified lead as loser

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 New WordPress Plugins

What is Myphoner?

Myphoner is cold call tracking software with lead tracking, flexible sales pipeline, and customizable reports.

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.

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Logic

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

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Custom functions

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

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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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