Integrate Jetpack CRM with Lucid Meetings
Send information between Jetpack CRM and Lucid Meetings automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Jetpack CRM and Lucid Meetings using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact status updated
Triggers when the status of an existing contact is updated
Transaction created
Triggers when a new transaction is created
Contact updated
Triggers when the details of an existing contact is updated
Invoice created
Triggers when a new invoice is created
Contact created
Triggers when a new contact is created
Invoice updated
Triggers when the details of an existing invoice is updated
Quote created
Triggers when a new quote is created
Company created
Triggers when a new company is created
Quote accepted
Triggers when an existing quote is accepted
Meeting ends
Triggers when a meeting ends
New meeting
Triggers when a new meeting is scheduled
New action item
Triggers when a new action item is created
Meeting starts
Triggers when a meeting starts
All Actions - Actions are the automated tasks
Add or update contact
Adds a new contact or updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
Fetch quote
Fetches the details of an existing quote
Create meeting
Creates a new meeting
Create action item
Creates a new action item in the selected room
What is Jetpack CRM?
Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.
Similar apps
What is Lucid Meetings?
Lucid Meetings is an online meeting management platform. You can take shared notes in real time, conduct template-driven meetings, and search online for records of all past meetings.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
