How to: Integrate Jetpack CRM with Zapier
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. If you don’t know how to enable the Jetpack CRM API, we’ve got a step-by-step guide on this page.
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 is Invite Only so once you’ve purchased the plan, do contact us and let us know (put Zapier Access as your subject line).
Once you’ve got the invitation, head to the Zapier site to setup your first Jetpack CRM zaps. Always make sure to choose the newest CRM version available:
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:
Upon signing in to Jetpack CRM, a pop up window will appear, asking you to enter the Jetpack CRM API info:
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 are 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 set up a notification email on a new customer to automate the notifications that there’s been a new customer added (so we don’t miss a follow up)
[OTHER APP] (trigger) to -> Jetpack CRM (action)
- For example, 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 plan users.
They want a simple free CRM, which they can connect to automations and power up with extensions, Jetpack CRM gives you just that.