Integrate Kali Forms with Jetpack CRM
Send information between Kali Forms and Jetpack CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new contact in Jetpack CRM for each new form submission received via Kali Forms
Efficiently gather customer data from forms, minimizing duplication efforts. This workflow will generate a new contact in Jetpack CRM using the form inputs received in Kali Forms.
How it works
- The flow triggers when a form entry is submitted in Kali Forms.
- Zoho Flow adds a new contact or updates the details of an existing contact in Jetpack CRM.
Add a new contact in Jetpack CRM for each new form submission received via Kali Forms
Kali Forms + Jetpack CRM
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Supported triggers and actions
Integrate Kali Forms and Jetpack CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry submitted
Triggers when a form entry is submitted
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
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 Kali Forms?
Kali Forms is a form builder WordPress plugin that helps users build customized forms like payment forms, contact forms, or feedback forms on their WordPress site.
Similar apps
What is Jetpack CRM?
Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.
Similar apps
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 >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 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
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
