Integrate Formstack with Jetpack CRM
Send information between Formstack and Jetpack CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a contact in Jetpack CRM each time a form is filled out on Formstack
Reduce data entry errors by automatically capturing contact information from forms. This workflow will generate a new contact in Jetpack CRM using the form inputs received in Formstack.
How it works
- The flow triggers when a new submission is added to the selected form in Formstack.
- Zoho Flow adds a new contact or updates the details of an existing contact in Jetpack CRM.
Create a contact in Jetpack CRM each time a form is filled out on Formstack
Formstack + Jetpack CRM
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Supported triggers and actions
Integrate Formstack and Jetpack CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Submission
Triggers when a new submission is added to the selected form
New Form
Triggers when a new form is created
Contact updated
Triggers when the details of an existing contact is updated
Transaction created
Triggers when a new transaction is created
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
Contact status updated
Triggers when the status of an existing contact is updated
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
All Actions - Actions are the automated tasks
Create Submission
Creates a submission in the selected form
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
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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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 truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
