AFI
Jetpack CRM
Jetpack CRM (formerly Zero BS CRM) is a free WordPress CRM plugin from Automattic. Advanced Form Integration captures Jetpack CRM events (new contacts, contact updates, new quotes, new transactions) and routes the data to any of 200+ destinations. Useful when you want Jetpack CRM as your hub but also need to mirror data to other tools.
What you’ll need
- The Jetpack CRM plugin installed and activated.
- The Advanced Form Integration plugin installed and activated.
Event data captured
| Field | Format |
|---|---|
| Event type | contact_created, contact_updated, quote_created, transaction_created |
| Contact name | First and last separately |
| Contact email | Same as input |
| Company | Same as input |
| Phone | Same as input |
| Address | Each sub-field separately |
| Quote total | Numeric (for quote events) |
| Transaction amount | Numeric (for transaction events) |
| Created at | YYYY-MM-DD HH:MM:SS |
Create the integration
- Go to WP Admin → AFI → Add New.
- Enter an Integration Title, e.g.
Jetpack CRM contact → HubSpot mirror. - In Trigger → Form/Data Provider, select Jetpack CRM.
- In Form/Task Name, choose the event.
- In Action → Platform, pick the destination and complete the field mapping.
- Optional: configure Conditional Logic.
- Click Save Integration.
Conditional logic example
Goal: when a new transaction over $500 is recorded in Jetpack CRM, also send a thank-you email via Mailchimp.
Create the Mailchimp integration on the Transaction Created event. Open the Conditional Logic panel, add a condition with the transaction amount field, Greater Than, value 500.