Integrate Jetpack CRM with Autoklose

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

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Add a new contact in Autoklose whenever a new contact is added in Jetpack CRM

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will generate a new contact in Autoklose 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 add a new contact in Autoklose.
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Add a new contact in Autoklose whenever a new contact is added in Jetpack CRM

Jetpack CRM + Autoklose

Build your own integrations between Jetpack CRM and Autoklose

Connect Jetpack CRM and Autoklose 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 Jetpack CRM and Autoklose using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Email opened

Triggers when an email of the selected campaign is opened

Email replied

Triggers when a user replies to the selected campaign email

Campaign link clicked

Triggers when a user clicks a link in the selected campaign email

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

Add Contact

Add a new contact

Add campaign recipient

Adds a campaign recipient.

Add recipient to do not email list

Adds a new recipient to a Do Not Email list.

Remove campaign recipient

Removes a campaign recipient.

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 Autoklose?

Autoklose is a sales email automation platform with built-in B2B sales contact databases. It lets you reach out to your leads while creating and managing your contacts, campaigns, and teams.

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.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! 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 the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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