MemberPress + Zoho CRM

Create module entries in Zoho CRM when new member signups are completed in MemberPress

Boost your customer relationship management efficiency with this handy workflow. When a new member completes their signup in MemberPress, this automation immediately adds a Module Entry in your Zoho CRM. Benefit from always having updated information at your fingertips, without having to manually transfer data between the two platforms. Transform your customer relationship process, freeing up more time to focus on growing your business.

When this happens...
Member Signup Completed
Triggers when a new member completes the signup and their payment is accepted.
TriggerInstant
automatically do this!
Create Module Entry
Creates a new entry in a module
ActionWrite

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Supported triggers and actions

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.
Trigger
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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- EmailRequired
- UsernameRequired
- First Name
- Last Name
- Password
- Transaction
- Send Welcome Email
- Send Password Email
- Address 1
- Address 2
- City
- State
- Zip
- Country
Action
Write

- MemberRequired
- MembershipRequired
- 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 IDRequired
Action
Write
- Member IDRequired
- EmailRequired
- UsernameRequired
- First Name
- Last Name
- Send Password Email
- Address 1
- Address 2
- City
- State
- Zip
- Country
Action
Write
- Transaction IDRequired
- MemberRequired
- MembershipRequired
- 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 NumberRequired
Action
Search
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
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- ModuleRequired
Trigger
Instant
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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
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New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
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- 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

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.
Trigger
Instant
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Transaction Expired
Triggers when any transaction expires.
Trigger
Instant
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- Valid MembershipsRequired
- 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
- MemberRequired
- MembershipRequired
- StatusRequired
- Created AtRequired
- 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 IDRequired
Action
Write
- Transaction IDRequired
Action
Write
- Subscription IDRequired
- MemberRequired
- MembershipRequired
- StatusRequired
- Created AtRequired
- 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
- EmailRequired
Action
Search
- Transaction NumberRequired
Action
Search
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

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.

Learn more