Integrate Jetpack CRM with Mixmax
Send information between Jetpack CRM and Mixmax automatically, without writing any code, using Zoho Flow.
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Generate a new contact in Mixmax each time a new contact is created in Jetpack CRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in Mixmax each time a new contact is created in Jetpack CRM.
How it works
- The flow triggers when a new contact is created in Jetpack CRM.
- Zoho Flow creates or updates a contact in the selected contact group in Mixmax.
Generate a new contact in Mixmax each time a new contact is created in Jetpack CRM
Jetpack CRM + Mixmax
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Supported triggers and actions
Integrate Jetpack CRM and Mixmax 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
New contact
Triggers when a new contact is created
Note added to contact
Triggers when a new note is added to the selected contact
New live feed message
Triggers when there is a new message in the live feed
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 or update contact
Creates or updates a contact in the selected contact group
Add contact to group
Adds a contact to the selected contact group
Add note to contact
Adds a note to the selected contact
Remove contact from group
Removes an existing contact from the selected contact group
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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