Integrate Jetpack CRM with Zoho Mail
Send information between Jetpack CRM and Zoho Mail automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Initiate a welcome email using Zoho Mail when a new company is created in Jetpack CRM
Quickly welcome your new clients with a tailored automated welcome email. This flow will generate a welcome email using Zoho Mail for every new company created within Jetpack CRM.
How it works
- The flow triggers when a new company is created in Jetpack CRM.
- Zoho Flow creates and sends a new email in Zoho Mail.
Initiate a welcome email using Zoho Mail when a new company is created in Jetpack CRM
Jetpack CRM + Zoho Mail
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Supported triggers and actions
Integrate Jetpack CRM and Zoho Mail using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Email received
Triggers when a new email is received
Email tagged
Triggers when an email is tagged.
Email received from particular sender
Triggers when a new email is received from the specified email address
Email matching search received
Triggers when a new email matching the given conditions is received
Email sent
Triggers when an email is sent
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
Create note
Creates a new personal note or a group note
Send email
Creates and sends a new email
Add user to organization
Adds a new user to an existing organization
Create draft
Creates a new email and stores it in the draft folder
Create task
Creates a new task
Create permalink
Creates a permalink for a specific message by ID
Create folder
Creates a new folder
Move email to folder
Moves an email to the selected folder
Apply tag on email
Applies a tag on the selected email by message ID
Update permalink
Updates the details of an existing permalink by message ID
Add member to group
Adds a new member to an existing organization
Fetch permalink
Fetches the details of an existing permalink by its unique message ID
Fetch email
Fetches the details of an existing email by its unique message ID
Remove permalink
Removes the specified permalink
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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What is Zoho Mail?
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We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
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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
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