Integrate Happyforms with Jetpack CRM

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

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Add a new contact in Jetpack CRM for each new form submission received via Happyforms

Efficiently gather customer data from forms, minimizing duplication efforts. This flow will create a new contact in Jetpack CRM from the responses collected via Happyforms.

How it works
  1. The flow triggers when a form entry is submitted in Happyforms.
  2. Zoho Flow adds a new contact or updates the details of an existing contact in Jetpack CRM.
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Add a new contact in Jetpack CRM for each new form submission received via Happyforms

Happyforms + Jetpack CRM

Build your own integrations between Happyforms and Jetpack CRM

Connect Happyforms and Jetpack CRM with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Happyforms and Jetpack CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form submitted

Triggers when a form entry is submitted

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

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 Happyforms?

Happy Forms is a form builder WordPress plugin that can help you create different types of online forms on your website.

Forms WordPress Plugins

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 WordPress Plugins

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.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

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Director, Perth Security Services

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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