Integrate Jetpack CRM with Zoho Mail

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

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Initiate a welcome email using Zoho Mail when a new company is created in Jetpack CRM

Quickly welcome your new clients with a tailored automated welcome email. This flow will generate a welcome email using Zoho Mail for every new company created within Jetpack CRM.

How it works
  1. The flow triggers when a new company is created in Jetpack CRM.
  2. Zoho Flow creates and sends a new email in Zoho Mail.
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Initiate a welcome email using Zoho Mail when a new company is created in Jetpack CRM

Jetpack CRM + Zoho Mail

Build your own integrations between Jetpack CRM and Zoho Mail

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Supported triggers and actions

Integrate Jetpack CRM and Zoho Mail 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

Email matching search received

Triggers when a new email matching the given conditions is received

Email sent

Triggers when an email is sent

Email received

Triggers when a new email is received

Email tagged

Triggers when an email is tagged.

Email received from particular sender

Triggers when a new email is received from the specified email address

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

Add user to organization

Adds a new user to an existing organization

Create draft

Creates a new email and stores it in the draft folder

Create task

Creates a new task

Create permalink

Creates a permalink for a specific message by ID

Send email

Creates and sends a new email

Create folder

Creates a new folder

Create note

Creates a new personal note or a group note

Add member to group

Adds a new member to an existing organization

Update permalink

Updates the details of an existing permalink by message ID

Move email to folder

Moves an email to the selected folder

Apply tag on email

Applies a tag on the selected email by message ID

Fetch permalink

Fetches the details of an existing permalink by its unique message ID

Fetch email

Fetches the details of an existing email by its unique message ID

Remove permalink

Removes the specified permalink

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

What is Zoho Mail?

Zoho Mail is an ad-free email hosting service that ensures data privacy. You can take notes, add contacts, create documents, and attach them to emails with the inbuilt integrations.

Email Popular Zoho

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 >

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. 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

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