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PassKit Membership + Zoho CRM

PassKit Membership + Zoho CRM

PassKit Membership + Zoho CRM integrations

Enroll PassKit members for new Zoho CRM contacts

This integration automatically issues a personalized digital membership pass for new Zoho CRM contacts. A new pass will be sent by email to each member's registered email address.

When this happens...
New ContactTriggers 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.
TriggerPolling
automatically do this!
Enrol MemberTriggers when a new member enrols into a membership program.
ActionWrite

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More things you can do with Zoho CRM and PassKit Membership

Discover other triggers and actions you can use with Zoho CRM and PassKit Membership

New 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.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write

- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write

- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write
- Program Id
  Required
Trigger
Instant
Try It
- Program Id
  Required
Trigger
Instant
Try It
- PassKit Generated Member Id (22 characters)
- Program Id
  Required
- External Id
- Tier Id
  Required
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Member Id
- Address
- Latitude
- Longitude
- Altitude
- External Event Id
- External Device Id
- External Service Id
- Notes
- Mata Data Key
- Mata Data Value
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Id
- Points
- Secondary Points
- Tier Points
Action
Write
- Program Id
  Required
- External Id
  Required
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Id
- Last Name
- First Name
- Full Name
- Suffix
- Salutation
- Gender
- Date of Birth
- Email Address
- Mobile Number
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Id
- Points
- Reset Points
- Secondary Points
- Reset Secondary Points
- Tier Points
- Reset Tier Points
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Member Id
- Expiry Date
Action
Write

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.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Program Id
  Required
Trigger
Instant
Try It
- Program Id
  Required
Trigger
Instant
Try It
- PassKit Generated Member Id (22 characters)
- Program Id
- External Id
- Points
- Secondary Points
- Tier Points
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Member Id
- Address
- Latitude
- Longitude
- Altitude
- External Event Id
- External Device Id
- External Service Id
- Notes
- Mata Data Key
- Mata Data Value
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Id
Action
Write
- Program
  Required
- Tier
  Required
Action
Write
- PassKit Generated Member Id (22 characters)
  Required
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Id
- Protocol
  Required
- Alternative Email
Action
Write
- Program
  Required
- Tier
  Required
- Id
Action
Write

About PassKit Membership

PassKit Membership lets you manage your membership programs and passes for Apple Wallet and Google Pay

Learn moreLearn moreHelpHelp

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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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Related Zap Templates

Create or update Zoho CRM module entries when new enrollments happen in PassKit Membership

Related Zap Templates

Create or update Zoho CRM module entries when new enrollments happen in PassKit Membership