Bigin by Zoho CRM + TeamUp
Create or update Bigin by Zoho CRM contacts when new TeamUp memberships are created
When a new member joins your team on TeamUp, seamlessly manage your CRM with this workflow. It instantaneously updates or creates a contact in Bigin by Zoho CRM, ensuring that your records stay up-to-date without additional manual entry. A perfect solution for TeamUp users aiming to optimize membership records management in Bigin by Zoho CRM.
When a new member joins your team on TeamUp, seamlessly manage your CRM with this workflow. It instantaneously updates or creates a contact in Bigin by Zoho CRM, ensuring that your records stay up-to-date without additional manual entry. A perfect solution for TeamUp users aiming to optimize membership records management in Bigin by Zoho CRM.
- When this happens...Customer Membership Created
Triggers when a customer membership is created, which can be done via the business dashboard or when a customer purchases a membership. This includes upgrades, downgrades, and renewals.
- automatically do this!Create or Update Contact
Creates a new contact or updates the details of the contact, if contact with the provided email address exists.
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Class Attendee Checked Off
Triggers when a class attendee is marked as attended.
Try ItClass Attendee Late Cancelled
Triggers when a customer is late cancelled from a class.
Try ItClass Attendee Removed
Triggers when a customer is removed from a class normally (as opposed to a late cancellation).
Try ItCustomer Created
Triggers when a new customer is created.
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Class Registration
Triggers when a customer is registered for a class.
Try ItClass Attendee No-Showed
Triggers when an attendee is marked as no showed.
Try ItCourse Session Ended
Triggers when a course session ends.
Try ItCustomer Membership Cancelled
Triggers when a customer membership is cancelled. In other words, this is when a user clicks the "cancel" button for a recurring membership. The Customer Membership Ended trigger will be sent when the expiration date is reached.
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