Jetpack Contact Forms

Jetpack CRM comes with a lead generation form. While it’s not possible to add fields to the default Jetpack CRM lead generation form, you can use a custom Jetpack Form instead.

First, you’ll want to make sure the Jetpack plugin is installed and activated.

Next, activate the Jetpack Forms module within Jetpack CRM.

1. In the WP Admin dashboard, go to Jetpack CRM > Core Modules.
2. Enable the Jetpack Forms core extension.

Classic Editor

Add a Jetpack Form into any page or post. That’s it!

Adding custom fields

If you’ve created custom fields in Jetpack CRM, you can include those custom fields in your Jetpack form.

1. Add the desired field into the Jetpack form.
2. If you’re not there already, click the Text tab to view the form shortcode.
3. Locate the contact field shortcode for the custom field. It should look something like this: [contact-field label="Custom Field" type="text"/]
4. Add id="jetpackcrm-custom-field" into the contact field shortcode, replacing custom-field with the actual slug of the custom field you want to use. So the above example would change to this: [contact-field id="jetpackcrm-custom-field" label="Custom Field" type="text"/]

WordPress (Block) Editor

Add a Jetpack Form block into any page or post.

While the Jetpack Form block is selected, make sure Jetpack CRM integration is enabled in the block settings.

Adding custom fields

If you’ve created custom fields in Jetpack CRM, you can include those custom fields in your Jetpack form.

1. Add the desired field into the Jetpack form.
2. With that field selected in the form, open the Advanced section of the form block settings.
3. Enter jetpackcrm-custom-field into the Unique CSS ID field, replacing custom-field with the actual slug of the custom field you want to use.

What about standard fields?

When Jetpack CRM integration is enabled, only the Name field and Email field are synced to CRM Contact’s standard fields by default.

Note: There is an alternative for the email field–if no first/last name field is set up per the CRM configuration (as all standard fields have field keys to go with their names), but a name field exists, the system includes that into the first name.

For all other standard CRM Contact fields (e.g., Phone Number, Address, City, etc), you can add them by adding standard contact field slugs! Here’s a list of the available fields, which should be prefixed with jetpackcrm- when used in a Jetpack contact form.

For example, jetpackcrm-mobtel for mobile phone number, and so on.

If you’d like to specify first and last name fields, you can use the slugs jetpackcrm-fname to collect First Name, and jetpackcrm-lname for Last Name.

What about the Message field?

If you’d like to sync the “Message” field in Jetpack Contact Form, you will have to first create a text type custom field. Then, you can follow the directions to add custom fields to the Jetpack Contact Form.

What’s the main difference between the Jetpack contact form and the Jetpack CRM form?

The Jetpack plugin contact form allows you to add a contact form to your site and sends you an email notification when someone submits the form.

The Jetpack CRM form, on the other end, allows you to add an email signup form to the site. This is different from Jetpack’s contact form and does not send you an email notification when someone signs up.