

Integrate Jetpack CRM with Upsales
Send information between Jetpack CRM and Upsales automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create a new contact in Upsales whenever a new contact is created in Jetpack CRM
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in Upsales whenever 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 a new contact in Upsales.


Create a new contact in Upsales whenever a new contact is created in Jetpack CRM
Jetpack CRM + Upsales

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Supported triggers and actions
Integrate Jetpack CRM and Upsales 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

Opportunity created
Triggers when a new opportunity is created

Order placed
Triggers when a new order is placed

User created
Triggers when a new user is created

Appointment created
Triggers when a new appointment is created

Activity created
Triggers when a new activity is created

Company created
Triggers when a new company is created

Product created
Triggers when a new product is created

Event created
Triggers when a new event is created

Contact created
Triggers when a new contact 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

Create company
Creates a new company

Create contact
Creates a new contact

Create appointment
Creates a new appointment

Create order
Creates a new order

Create activity
Creates a new activity

Create product
Creates a new product
What is Jetpack CRM?
Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.
Similar apps
What is Upsales?
Upsales is a sales and marketing platform. You can target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports to be sent to your team.
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