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WPForms + Jetpack CRM

Connect WPForms and Jetpack CRM automatically using the power of automation. Use it to assign one or multiple tags to a company once a form was submitted!
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Connect WPForms and Jetpack CRM

To learn more about the "Form submitted" trigger of the WPForms integration, or the Jetpack CRM integration, simply click on the image below.
When this happens...
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Form submitted
Triggers when a form was submitted within WPForms.
do this!
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Assign tag to company
Assign one or multiple tags to a company.
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Supported triggers & actions for WPForms + Jetpack CRM

Actions & Triggers

Actions

Triggers

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Trigger
Form submitted
Triggers when a form was submitted within WPForms.
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Action
Assign tag to company
Assign one or multiple tags to a company.
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Action
Assign tag to contact
Assign one or multiple tags to a contact.
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Action
Change contact status
Change the status of a contact.
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Action
Create contact
Create a contact.
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Action
Delete contact
Delete a contact.
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Trigger
Company created
A company was created.
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Trigger
Company deleted
A company was deleted.
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Trigger
Customer created
A customer was created.
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Trigger
Customer deleted
A customer was deleted.
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Trigger
Event created
An event was created.
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Trigger
Event deleted
An event was deleted.
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Trigger
Invoice created
An invoice was created.
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Trigger
Invoice deleted
An invoice was deleted.
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Trigger
Quote created
A quote was created.
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Trigger
Quote deleted
A quote was deleted.
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Trigger
Transaction created
A transaction was created.
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Trigger
Transaction deleted
A transaction was deleted.
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How to connect WPForms + Jetpack CRM

Get WPForms
You need access to WPForms to use it as a trigger.
Setup Jetpack CRM
Make sure Jetpack CRM is are set up and available.
Install WP Webhooks
Make sure that WP Webhooks is installed and activated on your WordPress website.
Get WP Webhooks Automator
Create your automation workflow
Create a new automation workflow using WPForms + Jetpack CRM.
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About WPForms
WPForms is an easy form builder for WordPress that allows you to create contact forms, billing forms, email subscription forms, and much more.
Learn more about the WPForms integration
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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
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