Integrate FastField with Jetpack CRM
Send information between FastField and Jetpack CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Jetpack CRM for each form entry generated by FastField
Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This workflow will generate a new contact in Jetpack CRM using the form inputs received in FastField.
How it works
- The flow triggers when a new submission is created in FastField.
- Zoho Flow adds a new contact or updates the details of an existing contact in Jetpack CRM.
Create a new contact in Jetpack CRM for each form entry generated by FastField
FastField + Jetpack CRM
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Supported triggers and actions
Integrate FastField and Jetpack CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Submission created
Triggers when a new submission is created
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
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 FastField?
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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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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.
Learn more >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
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Technical Engineer, Master Liveaboards
