Integrate Ultimate Member with Jetpack CRM
Send information between Ultimate Member 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 Ultimate Member
Efficiently gather customer data from forms, minimizing duplication efforts. This flow will create a new contact in Jetpack CRM the form responses received in Ultimate Member.
How it works
- The flow triggers when a new form entry is made in Ultimate Member.
- 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 Ultimate Member
Ultimate Member + Jetpack CRM
Build your own integrations between Ultimate Member and Jetpack CRM
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Supported triggers and actions
Integrate Ultimate Member and Jetpack CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
User role changed
Triggers when the role of a user is updated
User registered
Triggers when a user is registered
User account updated
Triggers when the details of a user account is updated
User profile updated
Triggers when the details of a user profile is updated
User status changed
Triggers when the status of a user is updated
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
Update user status
Updates the status of an existing user
Fetch user
Fetches the details of an existing user
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 Ultimate Member?
Ultimate Member is a free user profile WordPress plugin that makes it easy to create powerful online communities and membership sites with WordPress.
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What is Jetpack CRM?
Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.
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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.
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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
Endless integrations. End to manual work.
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