MemberPress + Salesforce

Create Salesforce leads from new MemberPress signups

Effortlessly streamline your sales process with this MemberPress to Salesforce workflow. When a new member signs up in MemberPress, a lead is instantly created in Salesforce, allowing you to efficiently manage and convert potential customers. Keep your sales team focused on closing deals while this automation takes care of the data entry.

When this happens...
Create Lead
Creates a new lead in Salesforce.
ActionWrite
automatically do this!
Member Signup Completed
Triggers when a new member completes the signup and their payment is accepted.
TriggerInstant

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Supported triggers and actions

What does this mean?

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce ObjectsRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write

- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write

- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
Course Completed
Triggers when a course is completed in MemberPress.
Trigger
Instant
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Member Deleted
Triggers when a member is deleted from the system.
Trigger
Instant
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Quiz Attempted
Triggers when a quiz is attempted on a MemberPress course.
Trigger
Instant
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Subscription Expired
Triggers when a subscription expires.
Trigger
Instant
Try It
Transaction Completed
Triggers when a transaction has completed on MemberPress.
Trigger
Instant
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Transaction Refunded
Triggers when any transaction is refunded.
Trigger
Instant
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- EmailRequired
- UsernameRequired
- First Name
- Last Name
- Password
- Transaction
- Send Welcome Email
- Send Password Email
- Address 1
- Address 2
- City
- State
- Zip
- Country
Action
Write
- MemberRequired
- MembershipRequired
- Transaction Number
- Amount
- Total
- Tax Amount
- Tax Rate
- Tax Description
- Coupon
- Status
- Response
- Gateway
- Subscription
- Created At
- Expires At
- Send Welcome Email
- Send Receipt Email
Action
Write
- Subscription IDRequired
Action
Write
- Member IDRequired
- EmailRequired
- UsernameRequired
- First Name
- Last Name
- Send Password Email
- Address 1
- Address 2
- City
- State
- Zip
- Country
Action
Write
- Transaction IDRequired
- MemberRequired
- MembershipRequired
- Transaction Number
- Amount
- Total
- Tax Amount
- Tax Rate
- Tax Description
- Coupon
- Status
- Response
- Gateway
- Subscription
- Created At
- Expires At
- Send Welcome Email
- Send Receipt Email
Action
Write
- Subscription NumberRequired
Action
Search

- History ObjectRequired
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
Lesson Completed
Triggers when a lesson is completed on a MemberPress course.
Trigger
Instant
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Member Signup Completed
Triggers when a new member completes the signup and their payment is accepted.
Trigger
Instant
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Subscription Created
Triggers when a subscription is created.
Trigger
Instant
Try It
Subscription Stopped
Triggers when a subscription is canceled.
Trigger
Instant
Try It
Transaction Expired
Triggers when any transaction expires.
Trigger
Instant
Try It
- Valid MembershipsRequired
- Should Expire
- Should Start
- Expires On (required if 'Should Expire' is true)
- Starts On (required if 'Should Start' is true)
- Coupon Code
- Description
- Use On Upgrades
- Usage Amount
- Discount Type
- Discount Amount
- Discount Mode
- First Payment Discount Type
- First Payment Discount Amount
- Trial Days
- Trial Amount
Action
Write
- MemberRequired
- MembershipRequired
- StatusRequired
- Created AtRequired
- Subscription ID
- Response
- Gateway
- Coupon
- Price
- Tax Amount
- Tax Rate
- Tax Description
- Period
- Period Type
- Limit Cycles
- Limit Cycles Num
- Limit Cycles Action
- Trial
- Trial Days
- Trial Amount
- Total
- CC Last 4
- CC Exp Month
- CC Exp Year
Action
Write
- Coupon IDRequired
Action
Write
- Transaction IDRequired
Action
Write
- Subscription IDRequired
- MemberRequired
- MembershipRequired
- StatusRequired
- Created AtRequired
- Subscription ID
- Response
- Gateway
- Coupon
- Price
- Tax Amount
- Tax Rate
- Tax Description
- Period
- Period Type
- Limit Cycles
- Limit Cycles Num
- Limit Cycles Action
- Trial
- Trial Days
- Trial Amount
- Total
- CC Last 4
- CC Exp Month
- CC Exp Year
Action
Write
- EmailRequired
Action
Search
- Transaction NumberRequired
Action
Search

About MemberPress

MemberPress is an “all-in-one” membership and LMS plugin for WordPress that will help you generate recurring membership revenue from content like blogs, newsletters, online courses, digital downloads, podcasts, videos, and more.

Learn more Help

Related categories

WordPress

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

MemberPress + Salesforce

Create Salesforce leads from new MemberPress signups

New Contact

New Lead

New Record

Updated Record

Salesforce ObjectRequired

Add File to Record

Salesforce ObjectRequired

Record to LinkRequired

FileRequired

VisibilityRequired

Create Attachment

FileRequired

Salesforce ObjectRequired

Description

Is Private

Create Contact

Create Lead

Use Assignment Rules

Create Record

Salesforce ObjectRequired

Use Assignment Rules

Update Contact

Record to UpdateRequired

Update Record

Salesforce ObjectRequired

Record to UpdateRequired

Use Assignment Rules

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Record(s)

Salesforce ObjectRequired

Search Results

Find Record by Query

Salesforce ObjectRequired

WHERE ClauseRequired

Course Completed

Member Deleted

Quiz Attempted

Subscription Expired

Transaction Completed

Transaction Refunded

Create Member

EmailRequired

UsernameRequired

First Name

Last Name

Password

Transaction

Send Welcome Email

Send Password Email

Address 1

Address 2

City

State

Zip

Country

Create Transaction

MemberRequired

MembershipRequired

Transaction Number

Amount

Total

Tax Amount

Tax Rate

Tax Description

Coupon

Status

Response

Gateway