Integrate Bit Form with Jetpack CRM
Send information between Bit Form and Jetpack CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a contact in Jetpack CRM each time a form is filled out on Bit Form
Reduce data entry errors by automatically capturing contact information from forms. This workflow will generate a new contact in Jetpack CRM using the form inputs received in Bit Form.
How it works
- The flow triggers when a new form response is received in Bit Form.
- Zoho Flow adds a new contact or updates the details of an existing contact in Jetpack CRM.
Create a contact in Jetpack CRM each time a form is filled out on Bit Form
Bit Form + Jetpack CRM
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Supported triggers and actions
Integrate Bit Form and Jetpack CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form response received
Triggers when a new form response is received
Contact created
Triggers when a new contact is created
Transaction created
Triggers when a new transaction is created
Contact updated
Triggers when the details of an existing contact is updated
Company created
Triggers when a new company 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
Quote accepted
Triggers when an existing quote is accepted
Quote created
Triggers when a new quote is created
Invoice created
Triggers when a new invoice is created
All Actions - Actions are the automated tasks
Create form response
Creates a new form response
Add or update contact
Adds a new contact or updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
Fetch quote
Fetches the details of an existing quote
What is Bit Form?
Bit Form is a WordPress form builder. It provides 19+ field types with drag & drop features, a built-in style editor, pre-built contact form templates, and more.
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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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