Jetpack CRM + Freshdesk
Connect Jetpack CRM and Freshdesk automatically using the power of automation. Use it to
create a contact once a company was created!
Connect Jetpack CRM and Freshdesk
To learn more about the
"Company created" trigger of the
Jetpack CRM integration,
or the
Freshdesk integration,
simply click on the image below.
When this happens...
Company created
Triggers when a company was created within Jetpack CRM.
do this!
Create contact
Create a contact.
Supported triggers & actions for Jetpack CRM + Freshdesk
Actions & Triggers
Actions
Triggers
Action
Assign tag to company
Triggers when assign one or multiple tags to a company within Jetpack CRM.
Action
Assign tag to contact
Triggers when assign one or multiple tags to a contact within Jetpack CRM.
How to connect Jetpack CRM + Freshdesk
1
Get Jetpack CRM
You need access to Jetpack CRM to use it as a trigger.
2
Setup
Freshdesk
Make sure Freshdesk is are set up and available.
3
Install WP Webhooks
Make sure that WP Webhooks is installed and activated on your WordPress website.
Get WP Webhooks Automator
4
Create your automation workflow
Create a new automation workflow using Jetpack CRM +
Freshdesk.
About Jetpack CRM
Jetpack CRM is a WordPress plugin that allows users to manage customer relationships and automate marketing and sales processes on their WordPress website. It includes lead capture forms, email marketing integrations, and a customizable CRM database to help businesses streamline their customer management and sales funnel. The plugin is specifically designed for entrepreneurs and small businesses and aims to provide an easy-to-use and affordable CRM solution within the WordPress platform.
Learn more about the Jetpack CRM integration
About Freshdesk
Freshdesk is a cloud-based customer support software that allows businesses to streamline their customer service operations and provide personalized support to their clients. With features like multi-channel support, automation, and analytics, Freshdesk is a powerful tool for businesses of all sizes looking to improve their customer experience.
Learn more about the Freshdesk integration