Let Automations handle the mundane tasks within your CRM and save yourself time. Automate your CRM and save time This extension lets you manage automations for your CRM. Triggers – Choose what triggers your automation Conditions – Define conditions of the automation Actions – Pick an action to fire Trigger Automations in your CRM Jetpack CRM gives you the power to setup Automations based on triggers within your CRM. The Triggers are a set of pre-defined events that happen in your CRM. Setting up an Automation Action on the back of a trigger is the perfect way to save yourself time.Jetpack CRM Automation Triggers Choose what should trigger your automation to fire. Automations comes with the following options out of the box. New Contact New Quote New Invoice New Transaction New CompanyJetpack CRM Automation Conditions Automations can fire only if certain conditions are met. Want to only send an email to new contacts with status Customer? That’s where conditions come in. No condition Has Status Has Tag Field Contains Varies depending on TriggerJetpack CRM Automation Actions Actions are the meat of Jetpack CRM Automations. Plenty of options Send Email Assign to Distribute to Extension specific With Distribute to, you can setup a new Automation which distributes new contacts on a round robin basis to a specific CRM user role.Pre Built Automation Recipes. Automation recipes are our pre-built solutions to do common tasks in your CRM. They’re different to Triggers as they are coded to be super simple to set up. Choose a pre-built recipe and enable it to create the functionality.Easy Automation Recipes Easily see the status of your recipes. Enable or Disable with ease. These recipes are prefect for keeping your CRM managed and not forgetting to do a certain task. Date Created Date Last Run Number of times Run Trigger manually
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