Jetpack Contact Forms

Collect leads and send them directly into Jetpack CRM with our Jetpack’s built-in contact forms.

Jetpack CRM includes a built-in lead generation form that is ready to use straight out of the box, making it quick and simple to start collecting new contacts without any setup.

This default form provides the essentials for capturing leads, but it does come with a limitation: you can’t customise it by adding extra fields to tailor it to your business needs.

If you’re looking for more flexibility, such as gathering additional information, adjusting the layout, or personalizing the fields, you may want to swap the default option with a Jetpack Form instead.

By doing so, you can design a form that aligns more closely with your specific workflow while still keeping all the data connected to your Jetpack CRM system.

Get the Jetpack Form Block

1. Make sure the Jetpack plugin is installed and activated on your site. The Form feature is included in the free version of the plugin.
2. In your WP Admin dashboard, go to Jetpack CRM → Core Modules.
3. Enable the Jetpack Forms core extension.

Adding a Jetpack form

There are two ways to work on Jetpack forms: via Block editor and Classic Editor. As we provide very limited support for the Classic Editor, we highly encourage using the Block Editor option.

Block Editor (recommended)

1. Add a Jetpack Form block to any page or post.
2. While the block is selected, enable Jetpack CRM integration in the block settings.

More details information on using the Form Block is available on this page.

Detailed info on the Forms integration, including Jetpack CRM can be found at this page.

Classic Editor

Instructions to add a contact form via the Classic Editor can be found on this page. Please note that the Classic Editor is no longer actively supported, as it’s being replaced by the Block Editor.

Add custom fields in forms

If you’ve created custom fields in Jetpack CRM, you can include them in your Jetpack Forms.

Block Editor (recommended)

1. Add the custom field to your Jetpack form.
2. Select the field, then open the Advanced section in the block settings.
3. Enter the field slug into the Name/ID field, e.g.: jetpackcrm-custom-field

Classic Editor

1. Add the field to your Jetpack form.
2. Switch to the Text tab to view the form’s shortcode.
3. Locate the shortcode for the field, e.g.: [contact-field label="Custom Field" type="text"/]
4. Add the field ID like this: [contact-field id="jetpackcrm-custom-field" label="Custom Field" type="text"/] Replace custom-field with the actual field slug.

Tagging support in form

Currently, neither the Jetpack CRM lead generation form nor the Jetpack Forms block supports tagging. An enhancement request is already open for this feature, and we’ll update this documentation with guidance if and when tags in forms become available.

In the meantime, if you need a flexible way to import contacts with tags into Jetpack CRM, consider using a fully compatible third-party contact form plugin with Jetpack CRM, such as Contact Form 7.

Standard CRM fields in forms

By default, only the Name and Email fields sync automatically to Jetpack CRM, with the following specifications:

• If a name field exists but no first/last name fields are set, Jetpack CRM will store the value as the first name.
• To collect additional standard fields (like phone, city, address, etc.), add their slugs prefixed with jetpackcrm-.

Examples:

• jetpackcrm-fname → First Name
• jetpackcrm-lname → Last Name
• jetpackcrm-mobtel → Mobile Number

Here’s a list of the available fields, which should be prefixed with jetpackcrm- when used in a Jetpack contact form.

Syncing the Message form field

To capture messages from a Jetpack Form and add it into the CRM contacts view, do the following:

1. Create a text-type custom field in Jetpack CRM.
2. Add that custom field to your form using the steps above.

Jetpack Contact Form vs Jetpack CRM Form

As both Jetpack CRM and the Jetpack core plugin features contact forms, it could be easy to get confused and torn on choosing the best form to utilise in your site.

To summarise:

• Jetpack CRM form adds a lead capture form to your site. Submissions are sent directly into Jetpack CRM; no email notification is sent.
• Jetpack Contact form adds a contact form to your site and emails you when someone submits it.

They cover different use cases, and can be added in your site separately, serving different purposed depending on your goals and business.