Integrate Jetpack CRM with SpringEdge
Send information between Jetpack CRM and SpringEdge automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email in SpringEdge when a new contact is created in Jetpack CRM
Nurture new CRM contacts with automated welcome emails. This workflow ensures that a welcome email is sent in SpringEdge whenever a new contact is added in Jetpack CRM.
How it works
- The flow triggers when a new contact is created in Jetpack CRM.
- Zoho Flow sends an SMS to the specified mobile number in SpringEdge.
Send a welcome email in SpringEdge when a new contact is created in Jetpack CRM
Jetpack CRM + SpringEdge
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Supported triggers and actions
Integrate Jetpack CRM and SpringEdge 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
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
Send SMS
Sends an SMS to the specified mobile number
Send unicode SMS
Sends a unicode SMS to the specified recipient
Fetch delivery status
Fetches the delivery status of an SMS using message ID
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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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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