Integrate MetForm with Jetpack CRM
Send information between MetForm and Jetpack CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Jetpack CRM for each form entry generated by MetForm
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This workflow will generate a new contact in Jetpack CRM using the form inputs received in MetForm.
How it works
- The flow triggers when a form entry is submitted in MetForm.
- Zoho Flow adds a new contact or updates the details of an existing contact in Jetpack CRM.
Create a new contact in Jetpack CRM for each form entry generated by MetForm
MetForm + Jetpack CRM
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Supported triggers and actions
Integrate MetForm 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 MetForm?
MetForm is a form builder WordPress plugin that allows users to build forms like contact forms, survey forms, and more 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 >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
