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CRM & automation

Jetpack CRM in Core Forms

Create a Jetpack CRM contact and optional transaction.

Bundled with Core Forms — the WordPress forms plugin with every premium feature in the box. No add-on tax.

Bundled, no add-on tax Unlimited sites 20% off with code CFLAUNCH

Jetpack CRM support is built into Core Forms. Add the submitted lead to Jetpack CRM and optionally attach a transaction. The action or trigger appears when the required plugin is active, so there is no separate Core Forms add-on to install.

Core Forms runs the integration only after a submission passes validation. Field values can be mapped with the same data-variable system used by emails, redirects, and webhooks.

What you get

How Jetpack CRM works in Core Forms

Native connection

Jetpack CRM must be active on the same site. Core Forms calls its WordPress API directly.

Field mapping

Map identity and contact fields, then set optional transaction details.

Conditional runs

Run the action only when submitted values match your rules.

Recorded result

The submission keeps the integration result so failures can be diagnosed without guessing.

Set it up

Connect Jetpack CRM in 3 minutes

  1. 1

    Activate Jetpack CRM

    Jetpack CRM must be active on the same site.

  2. 2

    Add the action or trigger

    Open the form's Actions tab and select Jetpack CRM.

  3. 3

    Map, test, and save

    Map identity and contact fields, then set optional transaction details. Submit a real test before sending traffic to the form.

Bundled with every Core Forms license.

Jetpack CRM — and every other integration on this site — is included with your license. Use code CFLAUNCH for 20% off either plan.