Jetpack CRM + Gravity PDF
Connect Jetpack CRM and Gravity PDF automatically using the power of automation. Use it to
get the URL of a PDF once a company was created!
Connect Jetpack CRM and Gravity PDF
To learn more about the
"Company created" trigger of the
Jetpack CRM integration,
or the
Gravity PDF integration,
simply click on the image below.
When this happens...
Company created
Triggers when a company was created within Jetpack CRM.
do this!
Get PDF URL
Get the URL of a PDF.
Supported triggers & actions for Jetpack CRM + Gravity PDF
Actions & Triggers
Actions
Triggers
Action
Assign tag to company
Triggers when assign one or multiple tags to a company within Jetpack CRM.
Action
Assign tag to contact
Triggers when assign one or multiple tags to a contact within Jetpack CRM.
How to connect Jetpack CRM + Gravity PDF
1
Get Jetpack CRM
You need access to Jetpack CRM to use it as a trigger.
2
Setup
Gravity PDF
Make sure Gravity PDF is are set up and available.
3
Install WP Webhooks
Make sure that WP Webhooks is installed and activated on your WordPress website.
Get WP Webhooks Automator
4
Create your automation workflow
Create a new automation workflow using Jetpack CRM +
Gravity PDF.
About Jetpack CRM
Jetpack CRM is a WordPress plugin that allows users to manage customer relationships and automate marketing and sales processes on their WordPress website. It includes lead capture forms, email marketing integrations, and a customizable CRM database to help businesses streamline their customer management and sales funnel. The plugin is specifically designed for entrepreneurs and small businesses and aims to provide an easy-to-use and affordable CRM solution within the WordPress platform.
Learn more about the Jetpack CRM integration
About Gravity PDF
Gravity PDF is a WordPress plugin that allows users to generate and automatically deliver PDF documents from Gravity Forms submissions. It includes features such as customizable templates, support for multiple languages, and the ability to attach PDFs to notification emails. The plugin is helpful for businesses and organizations that need to generate and deliver PDF documents, such as invoices, contracts, or certificates, based on user submissions through their WordPress website.
Learn more about the Gravity PDF integration