Jetpack CRM
Jetpack CRM is a fully self-hosted customer relationship management plugin for WordPress. With Advanced Form Integration (AFI), you can automatically send data from Jetpack CRM events such as contact or company creation to external platforms like CRMs, email marketing tools, spreadsheets, and more.
✅ Supported Trigger Events
Contact Added
Company Added
When these events occur, AFI captures the data and sends it to the connected third-party platform.
📤 Data Sent on Triggers
Contact Added
When a new contact is created in Jetpack CRM, AFI captures the following data:
Contact ID
First Name
Last Name
Email
Phone
Address
Contact Status
Company Added
When a new company is created in Jetpack CRM, AFI captures:
Company ID
Company Name
Company Email
Company Phone
Company Address
Industry
These fields are available for mapping when configuring the integration.
🚀 How to Set Up
Go to AFI > Add New in your WordPress dashboard.
Choose Jetpack CRM as the Trigger Platform.
Select a trigger event such as Contact Added or Company Added.
Select your Action Platform (e.g., Mailchimp, Google Sheets, Salesforce).
Map Jetpack CRM fields to the target platform fields.
Save and test the integration.
