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Update Salesforce contact when Cobot member is cancelled

  1. When this happensStep 1: Membership Cancelation Changed

  2. Then do thisStep 2: Update Contact

If you are tracking your membership marketing in Salesforce, it is as important to know when they leave as when they join.

  • Enticing them back with special rates
  • Exit interviews
  • Inviting them to your reunion event.

This integration will update your Salesforce lead information when a Cobot member is cancelled.

How It Works

  1. A member is cancelled in Cobot
  2. Zapier updates the Salesforce contact

What You Need

  • Cobot account
  • Salesforce account
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Connect Cobot + Salesforce (Legacy) in Minutes

It's easy to connect Cobot + Salesforce (Legacy) and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantMembership Cancelation Changed

Triggers when the cancellation date of a membership is changed. In most cases that is when a member cancels their membership. But also triggers when an admin cancels a member or moves the cancellation date to another date.

InstantMembership Canceled

Triggers when the member has actually been canceled by cobot so that his membership is no longer active.

InstantNew Booking

Triggers when a new booking is made for a resource like a meeting room.

New Campaign

Triggers when a new campaign is created.

Closed Opportunity

Triggers when an opportunity is closed.

InstantMembership Plan Changed

Triggers when a Members Plan is changed either by them or an admin.

InstantMembership Confirmed

Triggers when a membership is confirmed. This could be immediately upon confirmation by an admin or to the date the membership should become active.

New Account

Triggers when a new account is created.

New Case

Triggers when a new case is created.

New Contact

Triggers when a new contact is created.

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