Integrate Jetpack CRM with Robly
Send information between Jetpack CRM and Robly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Robly whenever a new contact is created in Jetpack CRM
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will generate a new contact in Robly 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 adds a new contact in Robly.
Create a new contact in Robly whenever a new contact is created in Jetpack CRM
Jetpack CRM + Robly
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Supported triggers and actions
Integrate Jetpack CRM and Robly 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
Contact added
Triggers when a new contact is added
List created
Triggers when a new list is created
Contact unsubscribed
Triggers when a contact has unsubscribed
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 list
Creates a new list
Create contact
Adds a new contact
Add contact to sub list
Adds a new or existing contact to a sub list
Update full contact details
Updates the details of a contact including sub lists.
Find contact
Searches for a contact by email address
Unsubscribe contact
Unsubscribes a contact
Remove contact from list
Removes a contact from the selected list
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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What is Robly?
Robly is a cloud based email marketing and marketing automation platform that identifies anonymous website traffic and add their contact record to your list. It also lets you observe user behavior and deliver campaigns at the exact moment people are most likely to engage.
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