Connect Jetpack CRM to Popular WordPress Plugins & Apps

Jetpack CRM

Jetpack CRM is a flexible CRM plugin for WordPress backed by Automattic. It supports client management, lead generation, invoicing, billing and more, and is a popular platform for ecommerce sites, agencies, startups and non-profits.

Get Automator Get Jetpack CRM

Triggers for everyone

A company is created

Tokens

Company ID
Company status
Company name
Company email
Main address - Address line 1
Main address - Address line 2
Main address - City
Main address - County
Main address - Postal code
Main address - Country
Second address - Address line 1
Second address - Address line 2
Second address - City
Second address - County
Second address - Postal code
Second address - Country
Main telephone
Secondary telephone

A contact is created

Tokens

Customer ID
Contact status
Contact prefix
Contact first name
Contact last name
Contact email
Main address - Address line 1
Main address - Address line 2
Main address - City
Main address - County
Main address - Postal code
Main address - Country
Second address - Address line 1
Second address - Address line 2
Second address - City
Second address - County
Second address - Postal code
Second address - Country
Contact home telephone
Contact work telephone
Contact mobile telephone

A company is deleted

Tokens

Company ID

A contact is deleted

Tokens

Customer ID

A quote is created

Tokens

Quote ID
Quote contact
Quote status
Quote title
Quote value
Quote content
Quote notes

A quote status is accepted

Tokens

Quote ID
Quote contact
Quote status
Quote title
Quote value
Quote content
Quote notes

A tag is added to a company

Tokens

Tag name
Company ID
Company status
Company name
Company email
Main address - Address line 1
Main address - Address line 2
Main address - City
Main address - County
Main address - Postal code
Main address - Country
Second address - Address line 1
Second address - Address line 2
Second address - City
Second address - County
Second address - Postal code
Second address - Country
Main telephone
Secondary telephone

A tag is added to a contact

Tokens

Tag name
Customer ID
Contact status
Contact prefix
Contact first name
Contact last name
Contact email
Main address - Address line 1
Main address - Address line 2
Main address - City
Main address - County
Main address - Postal code
Main address - Country
Second address - Address line 1
Second address - Address line 2
Second address - City
Second address - County
Second address - Postal code
Second address - Country
Contact home telephone
Contact work telephone
Contact mobile telephone

A transaction is deleted

Tokens

Transaction ID

An invoice is created

Tokens

Invoice ID
Invoice owner ID
Invoice owner
Invoice reference
Invoice status
Invoice net
Invoice discount
Invoice discount type
Invoice shipping
Invoice shipping tax
Invoice tax
Invoice address to
Invoice address from
Invoice hours or quantity
Invoice items title
Invoice items description
Invoice items quantity
Invoice items price
Invoice items tax
Invoice items net
Invoice items total
Invoice due date
Invoice created date

An invoice is deleted

Tokens

Invoice ID

Actions

Add a tag to a company

Tokens

Action fields

Add a tag to a contact

Tokens

Action fields

Create a contact

Tokens

Action fields
Customer ID

Delete a contact

Tokens

Action fields

Change a contact's status to a new status

Tokens

Action fields

Requires

Jetpack CRM

Learn more

More info

Included in

Uncanny Automator

Developed by

Uncanny Owl

Sample recipes

Discover thousands of ways to improve your users' experience with Jetpack CRM

When users make a purchase, add a tag to the contact

Requires

Jetpack CRM

Easy Digital Downloads

When a company is deleted, notify the site admin team in Slack

Requires

Jetpack CRM

Slack

When a quote is created, pass the details to a Google Sheets report

Requires

Jetpack CRM

Google Sheets

Connect Jetpack CRM with these popular WordPress plugins

ActiveCampaign

AcyMailing

Advanced Ads

Advanced Coupons

Advanced Custom Fields

AffiliateWP

Airtable

Amelia

ARMember

Automator Core

BadgeOS

bbPress

Brevo

BuddyBoss

BuddyPress

Caldera Forms

Charitable

ClickUp

Contact Form 7

ConvertKit

Divi

Drip

Easy Affiliate

Easy Digital Downloads

Elementor Pro

Emails

Events Manager

Facebook Groups

Facebook Pages

Fluent Forms

Fluent Support

FluentCRM

Formatter

Formidable Forms

Forminator

FunnelKit Automations

GamiPress

GiveWP

Google Calendar

Google Sheets

GoTo Training

GoTo Webinar

Gravity Forms

GravityKit

Groundhogg

H5P

HappyForms

Help Scout

HubSpot

IFTTT

Instagram

Integrately

Integromat

JetEngine

JetFormBuilder

Jetpack CRM

KonnectzIT

LearnDash

LearnDash Achievements

LearnPress

LifterLMS

LinkedIn Pages

Mailchimp

MailerLite

MailPoet

Make

MasterStudy LMS

MemberPress

MemberPress Courses

Meta Box

Microsoft Teams

Modern Events Calendar

myCred

Ninja Forms

OpenAI

OptinMonster

Pabbly Connect

Paid Memberships Pro

PeepSo

Popup Maker

Presto Player

Pretty Links

RafflePress

Restrict Content Pro

Slack

Studiocart

SureCart

The Events Calendar

Thrive Apprentice

Thrive Leads

Thrive Ovation

Thrive Quiz Builder

ThriveCart

Tin Canny Reporting

Trello

Tutor LMS

Twilio

Twitter

Typeform

Ultimate Member

Uncanny Codes

Uncanny Continuing Education Credits for LearnDash

Uncanny Groups

Uncanny Toolkit

Upsell Plugin

UserFeedback

Webhooks

Wholesale Suite

Wishlist Member

WooCommerce

WooCommerce Memberships

WooCommerce ShipStation

WooCommerce Subscriptions

WordPress Core

WordPress Download Manager

WordPress Multisite

WP All Import

WP Courseware

WP Fusion

WP Fusion Lite

WP Job Manager

WP LMS

WP Mail SMTP Pro

WP Simple Pay

WP User Manager

WP Webhooks

WP-Polls

WPCode

WPForms

wpForo

WS Form

Zapier

Zoho Campaigns

Zoom Meetings

Zoom Webinars

What is Uncanny Automator?

Your WordPress site uses plugins to add new features and functionality. Normally, these plugins are independent and can't talk to each other. Uncanny Automator connects plugins to each other so that you can create time-saving workflows that improve the user experience and save you money.

Get Automator

Have questions?

Find out how the Uncanny Automator WordPress plugin can save you time and money while making your site easier to use and more personalized

Help Center

Jetpack CRM

Sample recipes

When users make a purchase, add a tag to the contact

When a company is deleted, notify the site admin team in Slack

When a quote is created, pass the details to a Google Sheets report

Connect Jetpack CRM with these popular WordPress plugins

ActiveCampaign

AcyMailing

Advanced Ads

Advanced Coupons

Advanced Custom Fields

AffiliateWP

Airtable

Amelia

ARMember

Automator Core

BadgeOS

bbPress

Brevo

BuddyBoss

BuddyPress

Caldera Forms

Charitable

ClickUp

Contact Form 7

ConvertKit

Divi

Drip

Easy Affiliate

Easy Digital Downloads

Elementor Pro

Emails

Events Manager

Facebook Groups

Facebook Pages

Fluent Forms

Fluent Support

FluentCRM

Formatter

Formidable Forms

Forminator

FunnelKit Automations

GamiPress

GiveWP

Google Calendar

Google Sheets

GoTo Training

GoTo Webinar

Gravity Forms

GravityKit

Groundhogg

H5P

HappyForms

Help Scout

HubSpot

IFTTT

Instagram

Integrately

Integromat

JetEngine

JetFormBuilder

Jetpack CRM

KonnectzIT

LearnDash

LearnDash Achievements

LearnPress

LifterLMS

LinkedIn Pages

Mailchimp

MailerLite

MailPoet

Make

MasterStudy LMS

MemberPress

MemberPress Courses

Meta Box

Microsoft Teams

Modern Events Calendar

myCred

Newsletter