1.Monitors transaction completed
Integrate MemberPress and membership tracking to capture purchaser context and membership details for CRM tagging.
Create and tag new member contacts in CRM
Automatically monitor transaction completed events across MemberPress, Keap, and Paths by Zapier. Create and update when membership payments complete, signup records a new member, or membership type switchesβso you can create contacts, refresh membership tags, and keep onboarding segments current without manual reporting.
How this automation updates your membership onboarding segments
When transaction completed events land in MemberPress, manual contact creation and tag cleanup can leave marketing with wrong onboarding lists. This automation captures purchaser context and membership details, finds or creates CRM contacts, removes old membership tags, and applies the correct membership-status tagβso your team can segment onboarding accurately.
MemberPressor swap with your favorite app
2.Finds or creates contact
Integrate Keap and CRM contact lookup tools to match by email and create or update the member contact.
Keapor swap with your favorite app
3.Removes existing membership tags
Integrate Keap and tag management to clear prior membership-status tags before applying the new state.
4.Branches by membership type
Integrate Paths by Zapier and routing rules to choose the correct membership-status tag by membership signals.
Paths by Zapieror swap with your favorite app
5.Tags contact with new status
Integrate Keap and membership tag groups to apply the correct membership-status tag to the contact.
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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