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WishList Member + Zoho CRM

WishList Member + Zoho CRM

WishList Member + Zoho CRM integrations

Add new WishList Members to Zoho CRM as module entries

Streamline your customer management process by linking WishList Member to Zoho CRM. With this workflow, every new addition in WishList Member prompts the creation of a matching record in Zoho CRM. This efficient process ensures your records stay up-to-date, swiftly integrating new members into your CRM for enhanced communication and participation.

When this happens...
Member AddedTriggers when a new member is added to WishList Member.
TriggerInstant
automatically do this!
Create Module EntryCreates a new entry in a module
ActionWrite

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More things you can do with WishList Member and Zoho CRM

Discover other triggers and actions you can use with WishList Member and Zoho CRM

- Level
Trigger
Instant
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- Level
Trigger
Instant
Try It
Member Added
Triggers when a new member is added to WishList Member.
Trigger
Instant
Try It
- Username
  Required
- Email Address
  Required
- Update User if Existing
- Password
- Full Name
- First Name
- Last Name
- Level
- Transaction ID
- Send Email(s)
- Home Phone Number
- Work Phone Number
- Mobile Phone Number
- Company Name
- Address (Line 1)
- Address (Line 2)
- City
- State
- Zip Code
- Country
Action
Write
- Email Address
  Required
- Level
  Required
Action
Write

- Email Address
  Required
- Level
  Required
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

- Level
Trigger
Instant
Try It
- Level
Trigger
Instant
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Member Removed
Triggers when a member is removed from WishList Member.
Trigger
Instant
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- Email Address
  Required
- Level
  Required
- Transaction ID
Action
Write
- Email Address
  Required
- Level
  Required
Action
Write
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

About WishList Member

WishList Member is a powerful & easy to use plugin for running a membership site with WordPress. (Requires WishList Member 3.0 or higher).

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.

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CRM (Customer Relationship Management)

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