Capsule CRM + Paid Memberships Pro

Capsule CRM + Paid Memberships Pro integrations

Create or update contacts in Capsule CRM from new or updated orders in Paid Memberships Pro

Enhance your contact management efficiency with this easy-to-use process. Whenever there's a new or updated order in Paid Memberships Pro, this workflow ensures an immediate creation or update of the corresponding contact in Capsule CRM. This allows your CRM to maintain a consistent record of your membership platform’s status, enabling you to focus more on member interactions and less on manual data entry. Experience seamless coordination between your platforms and improved operational productivity.

When this happens...
Order Added or UpdatedTriggers when a new order is added or updated in Paid Memberships Pro.
TriggerPolling
automatically do this!
Create ContactCreates a new Person or Organisation.
ActionWrite

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More things you can do with Paid Memberships Pro and Capsule CRM

Discover other triggers and actions you can use with Paid Memberships Pro and Capsule CRM

- Level Status
Trigger
Polling
Try It
- Name
  Required
- Description
- Confirmation
- Initial Payment
- Billing Amount
- Cycle Number
- Cycle Period
- Billing Limit
- Trial Amount
- Trial Limit
- Allow New Signups
- Expiration Number
- Expiration Period
Action
Write
- User Email
- Membership Level ID
  Required
- User ID (Optional)
- Create User
Action
Write
- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It

- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write

- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write

Order Added or Updated
Triggers when a new order is added or updated in Paid Memberships Pro.
Trigger
Polling
Try It
- User Email
- Membership Level ID
  Required
- User ID (Optional)
Action
Write
- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write
- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

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About Paid Memberships Pro

PMPro plugin helps you start, manage, & grow a membership site on WordPress. Protect content, register users, & accept recurring payments.

Learn moreLearn moreHelpHelp

Related categories

eCommerce