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Jetpack CRM Integration as a Trigger

Jetpack CRM Integration: Jetpack CRM has all of the tools you need to grow your business. It’s also modular, so you can customize it to suit your needs. Get Started.

Bit Integrations is a WordPress plugin that can help you automate and integrate your Jetpack CRM with over 200+ popular platforms, including Zoho CRM, Zoho Sheet, Zoho Campaign, ActiveCampaign, Airtable, Agiled CRM, Dropbox, Copper CRM, Capsule CRM, HubSpot, Groundhogg, Google Drive, Google Sheet, Zoom, Zoho Recruit, Zoho Desk, Zoho Bigin, WooCommerce, WebHooks, Trello, Telegram, SendFox, Propovoice CRM, Moosend, and MailPoet. This can help you save time and effort, and improve your lead generation and customer management processes.

Setup Jetpack CRM Integration

First, Open your Bit Integrations Dashboard and create an integration by clicking the “Create Integration” button.

Now, search and select “Jetpack CRM” from the list of triggers in Bit Integrations.

Please select the “Form or Task” you wish to connect with Bit Integrations from the provided dropdown menu.

  • Company Created
  • Company Deleted
  • Contact Created
  • Contact Deleted
  • Event Deleted
  • Invoice Deleted
  • Quote Accepted
  • Quote Created
  • Quote Deleted
  • Transaction Deleted

info-icon-bit-apps  Note

⚠️ Attention:

Most users don’t read this documentation carefully, especially after clicking the Fetch button. Please read and follow the instructions and video below.

Now, click the Fetch button. Afterward, execute the trigger. In this example, we’ve chosen “Company Created” as the task. For additional instructions, please refer to the video below.

In the example video, I clicked the Fetch button and created a company in Jetpack CRM. Then, I returned to the integration page, where the data was successfully fetched.

  • Id
  • Owner
  • Status
  • Name
  • Email
  • Wpid
  • Avatar
  • Tw
  • Li
  • Fb
  • Created Date
  • Lastupdated Date
  • Lastcontacted Date
  • Main Address Line 1
  • Main Address Line 2
  • Main Address City
  • Main Address State
  • Main Address Postal Code
  • Main Address Country
  • Second Address Line 1
  • Second Address Line 2
  • Second Address City
  • Second Address State
  • Second Address Postal Code
  • Second Address Country
  • Main Telephone
  • Secondary Telephone
  • Company id
  • Id
  • Status
  • Email
  • Prefix
  • Avatar
  • Tw
  • Li
  • Fb
  • Created
  • Created Date
  • Lastupdated Date
  • Lastcontacted Date
  • Name
  • Full Name
  • First Name
  • Last Name
  • Main Address Line 1
  • Main Address Line 2
  • Main Address City
  • Main Address State
  • Main Address Postal Code
  • Main Address Country
  • Second Address Line 1
  • Second Address Line 2
  • Second Address City
  • Second Address State
  • Second Address Postal Code
  • Second Address Country
  • Home Telephone
  • Work Telephone
  • Mobile Telephone
  • Contact id
  • Event id
  • Invoice id
  • Id
  • Title
  • Currency
  • Value
  • Template
  • Content
  • Notes
  • Lastviewed Date
  • Viewed Count
  • Accepted Date
  • Created Date
  • Lastupdated Date
  • Quote Status
  • Quote Date
  • Id
  • Title
  • Currency
  • Value
  • Template
  • Content
  • Notes
  • Lastviewed Date
  • Viewed Count
  • Accepted Date
  • Created Date
  • Lastupdated Date
  • Quote Status
  • Quote Date
  • Quote id
  • Transaction id

info-icon-bit-apps  INFO

After completing these steps, the Actions list will appear, and select the action you want to integrate with your selected Trigger. Now you have to authorize the Action. To know more about authorization, Go to Actions from the left side menu and select the Action you want to integrate with your chosen trigger.

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