Integrate Jetpack CRM with ActiveTrail
Send information between Jetpack CRM and ActiveTrail automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new contact in ActiveTrail each time a new contact is created in Jetpack CRM
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will add a new contact in ActiveTrail whenever a new contact is added in Jetpack CRM.
How it works
- The flow triggers when a new contact is created in Jetpack CRM.
- Zoho Flow creates a new contact in ActiveTrail.
Generate a new contact in ActiveTrail each time a new contact is created in Jetpack CRM
Jetpack CRM + ActiveTrail
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Supported triggers and actions
Integrate Jetpack CRM and ActiveTrail using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company created
Triggers when a new company is created
Quote accepted
Triggers when an existing quote is accepted
Contact created
Triggers when a new contact is created
Transaction created
Triggers when a new transaction is created
Contact updated
Triggers when the details of an existing contact is updated
Quote created
Triggers when a new quote is created
Invoice created
Triggers when a new invoice is created
Contact status updated
Triggers when the status of an existing contact is updated
Invoice updated
Triggers when the details of an existing invoice is updated
Updated contact
Triggers when the details of an existing contact are updated
Contact removed from group
Triggers when a contact is removed from any group
Unsubscribed contact
Triggers when a contact unsubscribes from receiving further emails
Contact added to group
Triggers when a contact is added to any group
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 contact to group
Adds a contact to the specified group
Send SMS
Sends an SMS message to a specified number
Fetch group
Fetches an existing group by name
Create contact
Creates a new contact
Fetch contact
Fetches an existing contact by name or email
Remove contact from group
Removes a contact from a specific group
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
What is ActiveTrail?
ActiveTrail is marketing automation software that helps you efficiently manage your marketing solutions like SMS, surveys, emails, and newsletters.
Similar apps
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
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 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
