Integrate Formsite with Jetpack CRM
Send information between Formsite and Jetpack CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new contact in Jetpack CRM for each new form submission received via Formsite
Reduce data entry errors by automatically capturing contact information from forms. This flow will create a new contact in Jetpack CRM from the responses collected via Formsite.
How it works
- The flow triggers when a result is submitted through the selected form in Formsite.
- Zoho Flow adds a new contact or updates the details of an existing contact in Jetpack CRM.
Add a new contact in Jetpack CRM for each new form submission received via Formsite
Formsite + Jetpack CRM
Build your own integrations between Formsite and Jetpack CRM
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Supported triggers and actions
Integrate Formsite and Jetpack CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Result submitted through forms
Triggers when a result is submitted through the selected form
Contact status updated
Triggers when the status of an existing contact is updated
Contact updated
Triggers when the details of an existing contact is updated
Transaction created
Triggers when a new transaction is created
Invoice created
Triggers when a new invoice is created
Contact created
Triggers when a new contact is created
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
Quote accepted
Triggers when an existing quote is accepted
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
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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Sales Director, Artico
We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
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