How to: Integrate Jetpack CRM with Zapier

Posted on July 06, 2017 by Mike Stott

In this post we run through how to Integrate Jetpack CRM with Zapier.  Using Zapier gives you a way to automate your workflows when using Jetpack CRM through the use of the Jetpack CRM API.

Having this as an option really helps to boost what you can do with the CRM. Before using Zapier though check out our extensions which can do a lot already (and save your ZAPs for more esoteric operations)

Step 1: Enable the Jetpack CRM API

You do this under the extensions manager of the plugin. Once the API is activated it will give you the credentials that you need to connect your install of Jetpack CRM with Zapier.

Step 2: Get Access to our Zapier App

Before Jetpack CRM will show up in the available apps you need to have access to the app. Our Zapier App is currently available for Entrepreneur Bundle and Resellers. The Zapier App in Invite Only so once you’ve purchased contact us and let us know (put Zapier Access as your subject line).

 

Step 3: Connect your Jetpack install

When you create a ZAP and choose ‘Jetpack CRM’ as the Trigger you’ll be asked to connect your Jetpack CRM App.

You get these credentials from the API tab on the Jetpack CRM Admin Settings (make sure you’ve enabled the API in the extensions manager)

Step 4: Create a Zap

Once you are logged into Zapier you can create a Zap and then have this trigger an action in Jetpack CRM.

What can I use Zapier for with Jetpack CRM?

That’s a great question (even if I asked it myself). You may be wondering what Jetpack CRM and Zapier would be used for. You may not have even heard about Zapier before (or if you have, you may not have been aware you can connect your Jetpack CRM to it).

Here’s some of the common tasks that we use at Jetpack CRM to help with our business operations

Jetpack CRM (trigger) to -> [OTHER APP] (action)

  • We log all new transactions into a Google Sheet. This helps us massively when it comes to book-keeping and transaction analysis
  • We setup a notification email on a new customer to automate notifying us that there’s been a new customer added (so we don’t miss a follow up)

[OTHER APP] (trigger) to -> Jetpack CRM (action)

  • If we get a new subscriber to our ConvertKit email list, we’ll automate them being added to the CRM as a ‘Lead’ making a note that ‘Customer X has subscribed to the list’ in the Customer Activity Log

 

There’s much more you can do here using Zapier, take a look at the app that they support and you’ll be able to connect your CRM up either as the trigger (to trigger something in another app) or as the recipient (to be triggered when something happens in another app).

It’s really powerful and helps automate some of the mundane tasks. Running Jetpack CRM, Zapier and complimenting with our powerful extensions, running Jetpack CRM as your CRM becoming the ever more popular choice amongst Entrepreneur’s.

They want a simple free CRM, which they can connect to automations and power up with extensions, Jetpack CRM gives you just that.

 


4 responses to “How to: Integrate Jetpack CRM with Zapier”

  1. Kenny says:

    it appears that ZBS CRM no longer integrates with Zapier at all?

  2. Sahil Patel says:

    Is there a list of common actions other ZeroBS users are using? I’m trying to get some examples to show our team.

    • Woody says:

      Currently there is no list, but once we get to work on API v3 we’ll be updating & publishing this as part of improved dev docs.

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