MemberSpace + Zoho CRM
Manage new MemberSpace memberships by creating or updating module entries in Zoho CRM
Seamlessly manage your member data between MemberSpace and ZOHO CRM. This workflow initiates each time a new membership is registered in MemberSpace, and smoothly reflects this change by creating or updating a module entry in your ZOHO CRM platform. This ensures efficient management of your member records, allowing you to dedicate more energy to serving your clients.
Seamlessly manage your member data between MemberSpace and ZOHO CRM. This workflow initiates each time a new membership is registered in MemberSpace, and smoothly reflects this change by creating or updating a module entry in your ZOHO CRM platform. This ensures efficient management of your member records, allowing you to dedicate more energy to serving your clients.
- When this happens...New Membership
Occurs when a member is added to a plan.
- automatically do this!Create/Update Module Entry
Create or update module entries
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Membership PlanRequired
Try ItCreated Member Profile
Occurs when a new member profile is created (before joining a membership plan).
Try ItEmail
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
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Membership PlanRequired
Try ItUpdated Member Profile
Occurs when a member has updated their account profile (e.g. name change, email change). Will automatically occur when the "New Membership" trigger occurs.
Try ItNew Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
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