Integrate Jetpack CRM with Lucid Meetings
Send information between Jetpack CRM and Lucid Meetings automatically, without writing any code, using Zoho Flow.
Build your own integrations between Jetpack CRM and Lucid Meetings
Connect Jetpack CRM and Lucid Meetings with over 1000+ 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 Lucid Meetings using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Transaction created
Triggers when a new transaction is created
Contact status updated
Triggers when the status of an existing contact is updated
Quote accepted
Triggers when an existing quote is accepted
Company created
Triggers when a new company is created
Quote created
Triggers when a new quote is created
Invoice updated
Triggers when the details of an existing invoice is updated
Contact created
Triggers when a new contact is created
Invoice created
Triggers when a new invoice is created
Contact updated
Triggers when the details of an existing contact is updated
Meeting ends
Triggers when a meeting ends
Meeting starts
Triggers when a meeting starts
New action item
Triggers when a new action item is created
New meeting
Triggers when a new meeting is scheduled
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 meeting
Creates a new meeting
Create action item
Creates a new action item in the selected room
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 Lucid Meetings?
Lucid Meetings is an online meeting management platform. You can take shared notes in real time, conduct template-driven meetings, and search online for records of all past meetings.
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 >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
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. 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
