Integrate Jetpack CRM with Picky Assist

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

Explore prebuilt integration flows to get started

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Send a greeting email in Picky Assist for a newly added contact in Jetpack CRM

Nurture new CRM contacts with automated welcome emails. This flow will send a welcome email from Picky Assist each time 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 sends a new Whatsapp or SMS message in Picky Assist.
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Send a greeting email in Picky Assist for a newly added contact in Jetpack CRM

Jetpack CRM + Picky Assist

Build your own integrations between Jetpack CRM and Picky Assist

Connect Jetpack CRM and Picky Assist 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 Picky Assist 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

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

Send message

Sends a new Whatsapp or SMS message

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 New WordPress Plugins

What is Picky Assist?

Picky Assist helps you automate your business and provides tools to engage your customers 24x7 through different social messaging platforms.

Notifications Phone/SMS

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.

Learn more >

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 had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. 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

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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