MemberPress + Salesforce

MemberPress + Salesforce integrations

Create Salesforce leads from new MemberPress signups

Effortlessly streamline your sales process with this MemberPress to Salesforce workflow. When a new member signs up in MemberPress, a lead is instantly created in Salesforce, allowing you to efficiently manage and convert potential customers. Keep your sales team focused on closing deals while this automation takes care of the data entry.

When this happens...
Member Signup CompletedTriggers when a new member completes the signup and their payment is accepted.
TriggerInstant
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Create LeadCreates a new lead in Salesforce.
ActionWrite

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More things you can do with MemberPress and Salesforce

Discover other triggers and actions you can use with MemberPress and Salesforce

Course Completed
Triggers when a course is completed in MemberPress.
Trigger
Instant
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Member Deleted
Triggers when a member is deleted from the system.
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Instant
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Quiz Attempted
Triggers when a quiz is attempted on a MemberPress course.
Trigger
Instant
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Subscription Expired
Triggers when a subscription expires.
Trigger
Instant
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Transaction Completed
Triggers when a transaction has completed on MemberPress.
Trigger
Instant
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Transaction Refunded
Triggers when any transaction is refunded.
Trigger
Instant
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- Email
  Required
- Username
  Required
- First Name
- Last Name
- Password
- Transaction
- Send Welcome Email
- Send Password Email
- Address 1
- Address 2
- City
- State
- Zip
- Country
Action
Write

- Member
  Required
- Membership
  Required
- Transaction Number
- Amount
- Total
- Tax Amount
- Tax Rate
- Tax Description
- Coupon
- Status
- Response
- Gateway
- Subscription
- Created At
- Expires At
- Send Welcome Email
- Send Receipt Email
Action
Write
- Subscription ID
  Required
Action
Write
- Member ID
  Required
- Email
  Required
- Username
  Required
- First Name
- Last Name
- Send Password Email
- Address 1
- Address 2
- City
- State
- Zip
- Country
Action
Write
- Transaction ID
  Required
- Member
  Required
- Membership
  Required
- Transaction Number
- Amount
- Total
- Tax Amount
- Tax Rate
- Tax Description
- Coupon
- Status
- Response
- Gateway
- Subscription
- Created At
- Expires At
- Send Welcome Email
- Send Receipt Email
Action
Write
- Subscription Number
  Required
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

Lesson Completed
Triggers when a lesson is completed on a MemberPress course.
Trigger
Instant
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Member Signup Completed
Triggers when a new member completes the signup and their payment is accepted.
Trigger
Instant
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Subscription Created
Triggers when a subscription is created.
Trigger
Instant
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Subscription Stopped
Triggers when a subscription is canceled.
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Instant
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Transaction Expired
Triggers when any transaction expires.
Trigger
Instant
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- Valid Memberships
  Required
- Should Expire
- Should Start
- Expires On (required if 'Should Expire' is true)
- Starts On (required if 'Should Start' is true)
- Coupon Code
- Description
- Use On Upgrades
- Usage Amount
- Discount Type
- Discount Amount
- Discount Mode
- First Payment Discount Type
- First Payment Discount Amount
- Trial Days
- Trial Amount
Action
Write
- Member
  Required
- Membership
  Required
- Status
  Required
- Created At
  Required
- Subscription ID
- Response
- Gateway
- Coupon
- Price
- Tax Amount
- Tax Rate
- Tax Description
- Period
- Period Type
- Limit Cycles
- Limit Cycles Num
- Limit Cycles Action
- Trial
- Trial Days
- Trial Amount
- Total
- CC Last 4
- CC Exp Month
- CC Exp Year
Action
Write
- Coupon ID
  Required
Action
Write
- Transaction ID
  Required
Action
Write
- Subscription ID
  Required
- Member
  Required
- Membership
  Required
- Status
  Required
- Created At
  Required
- Subscription ID
- Response
- Gateway
- Coupon
- Price
- Tax Amount
- Tax Rate
- Tax Description
- Period
- Period Type
- Limit Cycles
- Limit Cycles Num
- Limit Cycles Action
- Trial
- Trial Days
- Trial Amount
- Total
- CC Last 4
- CC Exp Month
- CC Exp Year
Action
Write
- Email
  Required
Action
Search
- Transaction Number
  Required
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About MemberPress

MemberPress is an “all-in-one” membership and LMS plugin for WordPress that will help you generate recurring membership revenue from content like blogs, newsletters, online courses, digital downloads, podcasts, videos, and more.

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Related categories

WordPress

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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Related categories

CRM (Customer Relationship Management)

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Create Salesforce contacts from new MemberPress member signups

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