Jetpack CRM + Meta Box
Connect Jetpack CRM and Meta Box automatically using the power of automation. Use it to
get Meta Box meta values once a company was created!
Connect Jetpack CRM and Meta Box
To learn more about the
"Company created" trigger of the
Jetpack CRM integration,
or the
Meta Box integration,
simply click on the image below.
When this happens...
Company created
Triggers when a company was created within Jetpack CRM.
do this!
Get meta values
Get Meta Box meta values.
Supported triggers & actions for Jetpack CRM + Meta Box
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 + Meta Box
1
Get Jetpack CRM
You need access to Jetpack CRM to use it as a trigger.
2
Setup
Meta Box
Make sure Meta Box 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 +
Meta Box.
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 Meta Box
Meta Box is a popular WordPress plugin allowing developers to easily add custom meta boxes and fields to the WordPress admin area. These fields can be used to store additional information about a post, page, or custom post type and can be displayed on the front end of the website using shortcodes or template tags. Meta Box is highly customizable and can create many custom fields, including text fields, checkboxes, and file uploads.
Learn more about the Meta Box integration