How to Send WooCommerce Orders to Jetpack CRM

Jetpack CRM is a CRM that helps you manage contacts and track interactions. Getting WooCommerce order data into Jetpack CRM does not require external tools. Advanced Form Integration handles it natively, and this guide covers every step.

Skip the automation middleman

Rather than routing order data through a third-party cloud, AFI sends it directly from your WordPress server to Jetpack CRM. No task meter, no monthly bill.

What you will need

• A WordPress site with WooCommerce installed and configured.
• A Jetpack CRM account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Jetpack CRM to AFI

1. Jetpack CRM runs inside WordPress, so no external API key is needed.
2. Make sure the Jetpack CRM plugin is installed and activated.
3. In AFI, select Jetpack CRM as the action platform.
4. Map your fields and save the integration.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it WooCommerce to Jetpack CRM.

2. Pick your trigger

Select WooCommerce as the form provider. AFI fires when an order status changes, giving you access to customer details, billing and shipping addresses, line items, totals, and payment method.

3. Select Jetpack CRM as the destination

Choose Jetpack CRM from the platform dropdown and pick Add Contact. This creates a contact in Jetpack CRM.

4. Map fields

Match each Jetpack CRM field on the left to the corresponding WooCommerce order field on the right. Common mappings include customer name, email, phone, billing address, order total, and product details. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain orders? Set up a conditional rule. For example, only sync orders above a specific total, or only completed orders.

6. Save and test

Click Save Integration. Place a test order in your WooCommerce store. Check Jetpack CRM to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps name, email, and phone to Jetpack CRM with unlimited orders. Pro adds custom field mapping and deal creation. No per-order fees on any plan.

Frequently asked questions

Which WooCommerce events trigger the integration?

AFI fires when an order status changes (for example, pending to processing, or processing to completed). This covers new orders, successful payments, refunds, and cancellations.

Will adding this slow down my checkout?

No. AFI sends data to the destination after the order is processed. Your customers complete checkout normally without any delay.

Can I send orders to multiple platforms?

Yes. Create a separate integration for each destination, and every order flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect WooCommerce to Jetpack CRM in minutes.