Integrate weForms with Jetpack CRM
Send information between weForms 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 whenever a form is submitted through weForms
Reduce data entry errors by automatically capturing contact information from forms. This flow will create a new contact in Jetpack CRM from the responses collected via weForms.
How it works
- The flow triggers when a form entry is submitted in weForms.
- Zoho Flow adds a new contact or updates the details of an existing contact in Jetpack CRM.
Create a new contact in Jetpack CRM whenever a form is submitted through weForms
weForms + Jetpack CRM
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Supported triggers and actions
Integrate weForms and Jetpack CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry submitted
Triggers when a form entry is submitted
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 weForms?
weForms is a form builder WordPress plugin that can help you create online contact forms.
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Learn more >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
