Patreon + Zoho CRM

Create entries in Zoho CRM for every new member pledge on Patreon

When a new member pledge is made in Patreon, this workflow seamlessly creates a module entry in Zoho CRM. It eases the process of tracking member commitments by directly updating your CRM system in real-time. It's an efficient method to manage your supporters, freeing up your time to focus on engaging content creation and audience growth.

When this happens...
New Member Pledge
Triggers when a new member is created by pledging, or an existing member who is following converts to a pledging member.
TriggerInstant
automatically do this!
Create Module Entry
Creates a new entry in a module
ActionWrite

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Supported triggers and actions

Delete Member
Triggers when an existing membership is deleted.
Trigger
Instant
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Delete Pledge
Triggers when an existing pledge is deleted.
Trigger
Instant
Try It
New Member Pledge
Triggers when a new member is created by pledging, or an existing member who is following converts to a pledging member.
Trigger
Instant
Try It
Updated Member
Triggers when a membership has been updated.
Trigger
Instant
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Updated Pledge
Triggers when a pledge has been updated.
Trigger
Instant
Try It

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

- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search

Delete Member Pledge
Triggers when an existing pledge on a membership is deleted.
Trigger
Instant
Try It
New Member
Triggers when a new member is created, either by pledging or by following a campaign.
Trigger
Instant
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New Pledge
Triggers when a new pledge is received on a campaign.
Trigger
Instant
Try It
Updated Member Pledge
Triggers when the pledge on a membership has been updated.
Trigger
Instant
Try It
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
- ModuleRequired
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
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- 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
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write

About Patreon

Patreon was built to power membership businesses for creators and strives to support creators who wish to gain consistent, sustainable income through their work. Patreon also empowers creators to retain direct contact with their most passionate fans and own creative control of their work.