Integrate Jetpack CRM with ZeptoMail

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

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Initiate a welcome email using ZeptoMail when a new company is created in Jetpack CRM

Promptly send welcome emails to companies to boost customer satisfaction and foster loyalty. This flow will send a welcome email via ZeptoMail to new companies created in Jetpack CRM.

How it works
  1. The flow triggers when a new company is created in Jetpack CRM.
  2. Zoho Flow sends an email to the selected email addresses in ZeptoMail.
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Initiate a welcome email using ZeptoMail when a new company is created in Jetpack CRM

Jetpack CRM + ZeptoMail

Build your own integrations between Jetpack CRM and ZeptoMail

Connect Jetpack CRM and ZeptoMail with over 800+ 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 ZeptoMail 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 event occurred

Triggers when an email event (bounce, open, or click) occours

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 template email

Sends a template email to the selected email addresses

Send email

Sends an email to the selected email addresses

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 ZeptoMail?

ZeptoMail by Zoho Mail is a transactional email service with a dedicated focus on sending transactional emails like welcome emails, invoice, OTPs, password reset emails etc. With undivided focus on transactional email sending, it ensures timely email delivery and great inbox placement.

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back 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 truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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