Integrate Jetpack CRM with ConvergeHub
Send information between Jetpack CRM and ConvergeHub automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in ConvergeHub whenever 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 create a new contact is in ConvergeHub each time a new contact is created 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 ConvergeHub.
Create a new contact in ConvergeHub whenever a new contact is created in Jetpack CRM
Jetpack CRM + ConvergeHub
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Supported triggers and actions
Integrate Jetpack CRM and ConvergeHub using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Invoice updated
Triggers when the details of an existing invoice is updated
Quote created
Triggers when a new quote is created
Company created
Triggers when a new company is created
Invoice created
Triggers when a new invoice is created
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 accepted
Triggers when an existing quote is accepted
Contact status updated
Triggers when the status of an existing contact is updated
New event
Triggers when a new event is created
New target
Triggers when a new target is created
New lead
Triggers when a new lead is created
New account
Triggers when a new account is created
New contact
Triggers when 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 quote
Fetches the details of an existing quote
Fetch contact
Fetches the details of an existing contact
Create account
Creates a new account
Create target
Creates a new target
Create contact
Creates a new contact
Create event
Creates a new event
Create lead
Creates a new lead
Update lead
Updates the details of an existing lead
Fetch contact
Fetches an existing contact by ID
Fetch lead
Fetches an existing lead by ID
Fetch account
Fetches an existing account by ID
Fetch event
Fetches an existing event by ID
Fetch target
Fetches an existing target by ID
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 ConvergeHub?
ConvergeHub is CRM software that lets you send customized campaigns, track payments, and collaborate with employees, partners and customers.
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.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. 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 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
