Jetpack CRM + JetEngine
Connect Jetpack CRM and JetEngine automatically using the power of automation. Use it to
get all active relations for a post once a company was created!
Connect Jetpack CRM and JetEngine
To learn more about the
"Company created" trigger of the
Jetpack CRM integration,
or the
JetEngine integration,
simply click on the image below.
When this happens...
Company created
Triggers when a company was created within Jetpack CRM.
do this!
Get active post relations
Get all active relations for a post.
Supported triggers & actions for Jetpack CRM + JetEngine
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 + JetEngine
1
Get Jetpack CRM
You need access to Jetpack CRM to use it as a trigger.
2
Setup
JetEngine
Make sure JetEngine 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 +
JetEngine.
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 JetEngine
JetEngine is a WordPress plugin that allows users to create custom post types and taxonomies and manage custom post type templates and meta boxes. It includes a drag-and-drop interface for creating custom post types and taxonomies, as well as a variety of pre-designed widgets and elements that can be used to display custom post-type content on the front end of a website. JetEngine is designed to make it easy for users to extend the functionality of their WordPress website and create a more customized and dynamic user experience.
Learn more about the JetEngine integration