Integrate Jumplead with PocketSmith
Send information between Jumplead and PocketSmith automatically, without writing any code, using Zoho Flow.
Build your own integrations between Jumplead and PocketSmith
Connect Jumplead and PocketSmith with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Jumplead and PocketSmith using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New company
Triggers when a new company is created
New task
Triggers when a new task is created
New prospects
Triggers when a new prospect is created
Automation triggered
Triggers when an automation starts
Transaction made
Triggers when a new transaction is made in an account
Account created
Triggers when a new account belonging to the user is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create company
Creates a new company
Create task
Creates a new task
Update contact
Updates details of the selected contact
Fetch contact
Fetches a contact by ID or email
Create account
Creates an account belonging to the user by their ID
Create transaction
Creates a transaction in a transaction account
What is Jumplead?
Jumplead is a marketing and lead generation tool. You can capture leads, personalize your marketing, and convert visitors into leads.
What is PocketSmith?
PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.
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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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
Endless integrations. End to manual work.
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