Integrate Jetpack CRM with Ontraport
Send information between Jetpack CRM and Ontraport automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new contact in Ontraport 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 add a new contact in Ontraport 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. Updates the details in case the contact already exists. in Ontraport.
Generate a new contact in Ontraport each time a new contact is created in Jetpack CRM
Jetpack CRM + Ontraport
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Supported triggers and actions
Integrate Jetpack CRM and Ontraport 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
Contact added
Triggers when a new contact is added
Tag added
Triggers when the selected tag is added to a contact
Tag removed
Triggers when the selected tag is removed for a contact
Entry submitted
Triggers when a contact submits an entry in the selected form
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 or update contact
Creates a new contact. Updates the details in case the contact already exists.
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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What is Ontraport?
Ontraport is a marketing automation tool that helps you manage your CRM, email and SMS communication, landing pages, and web forms, all in one place.
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