Integrate Jetpack CRM with CloudTalk

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

Explore prebuilt integration flows to get started

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Dispatch a welcome message in CloudTalk for newly created contacts in Jetpack CRM

Improve customers' initial experience with a personalized welcome email. This workflow ensures that a welcome email is sent in CloudTalk whenever a new contact is added in Jetpack CRM.

How it works
  1. The flow triggers when a new contact is created in Jetpack CRM.
  2. Zoho Flow sends an SMS message in CloudTalk.
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Dispatch a welcome message in CloudTalk for newly created contacts in Jetpack CRM

Jetpack CRM + CloudTalk

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Set up a new contact in CloudTalk when a contact is created in Jetpack CRM

Keep your call center software's contact information updated for smooth and efficient customer interactions. This flow will create a contact in CloudTalk every time a contact is created in Jetpack CRM.

How it works
  1. The flow triggers when a new contact is created in Jetpack CRM.
  2. Zoho Flow creates a new contact in CloudTalk.
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Set up a new contact in CloudTalk when a contact is created in Jetpack CRM

Jetpack CRM + CloudTalk

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Create a new contact is in CloudTalk each time a new contact is created in Jetpack CRM

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in CloudTalk whenever a new contact is created in Jetpack CRM.

How it works
  1. The flow triggers when a new contact is created in Jetpack CRM.
  2. Zoho Flow creates a new contact in CloudTalk.
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Create a new contact is in CloudTalk each time a new contact is created in Jetpack CRM

Jetpack CRM + CloudTalk

Build your own integrations between Jetpack CRM and CloudTalk

Connect Jetpack CRM and CloudTalk with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Jetpack CRM and CloudTalk 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

Agent created

Triggers when a new agent is created

Call created

Triggers when a new call of the selected type is created

Contact created

Triggers when a new contact 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

Add activity

Adds an activity to an existing contact

Create agent

Creates a new agent

Create contact

Creates a new contact

Add note

Adds a note to an existing contact

Send SMS

Sends an SMS message

Update agent

Updates the details of an existing agent

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact using ID or keyword

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 CloudTalk?

CloudTalk is an intuitive cloud-based call center software solution for sales and support teams of all sizes. It also lets you integrate your phone system with the most popular CRM, ecommerce, and helpdesk systems.

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.

Learn more >

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

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 helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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