AFI
Jetpack CRM
Jetpack CRM (formerly Zero BS CRM) is a free CRM plugin for WordPress by Automattic. As a trigger, Jetpack CRM lets Advanced Form Integration (AFI) react when a contact or company changes in your CRM and send that data to any of AFI’s receiver platforms. For example, mirror every new Jetpack CRM contact to Mailchimp, post new companies to Slack, or update a Google Sheet when a contact becomes a Customer.
Want to save form submissions into Jetpack CRM instead? See Jetpack CRM (action).
Supported Events
| Event | Fires when |
|---|---|
| Contact Added | A contact is created: in the Jetpack CRM admin, by import, by a form (including AFI’s Jetpack CRM action), or by another plugin. |
| Contact Updated | An existing contact is saved with changes, including status changes. One save sends one update. |
| Company Added | A company is created (requires Jetpack CRM’s B2B mode). |
What You’ll Need
- The Jetpack CRM plugin installed and active on the same site as AFI.
- A connected receiver platform to send the data to.
How to Create the Integration
- Go to AFI > Add New.
- Under Trigger, select Jetpack CRM as the Form Provider, then pick the event in Form Name.
- Under Action, choose the platform and task to send the data to.
- Map the fields using the Insert Field… dropdowns, which list the Jetpack CRM data below.
- Optional: add Conditional Logic, for example only when Contact Status equals
Customer. - Click Save Integration, then add or edit a test contact in Jetpack CRM.
Available Data
The field list follows your Jetpack CRM setup: your contact custom fields are included automatically, and second-address fields appear only when that option is on in Jetpack CRM.
| Event | Fields |
|---|---|
| Contact Added / Contact Updated | Contact ID, Contact Status, First Name, Last Name, Full Name, Email, Phone Number (first available of mobile, work, home), Address (single line), Prefix, Address Line 1 and 2, City, State, Post Code, Country, second address fields, Home / Work / Mobile Telephone, all contact custom fields, Twitter / X Handle, Facebook Page, LinkedIn Profile, Tags, Companies, Created Date |
| Company Added | Company ID, Company Status, Company Name, Company Email, Company Phone, Company Address (single line), Address Line 1 and 2, City, State, Post Code, Country, second address fields, Main and Secondary Telephone, Tags, Created Date |
- Tags and Companies are sent as comma-separated names.
- Multi-choice custom fields are sent as comma-separated values; date custom fields as
YYYY-MM-DD. - Created Date is
YYYY-MM-DD HH:MM:SSin your site’s timezone.
Good to Know
- Avoid loops. Don’t send Jetpack CRM events back into Jetpack CRM with the Jetpack CRM action. A Contact Updated integration also fires when AFI’s own Jetpack CRM action updates a contact.
- Contact Updated fires often. Any save counts, so use Conditional Logic to send only the changes you care about.
Troubleshooting
Nothing is sent
Make sure the integration is active and Jetpack CRM is active. Then add or edit a contact and open AFI > Log. No entry means the event didn’t match the integration’s trigger, or your conditional logic skipped it.
Fields arrive empty
Only fields that have a value on the Jetpack CRM record are filled. For integrations created before the custom fields and extra contact fields were added, re-select the event so the full field list loads; existing mappings such as First Name and Email keep working.