PassKit Membership + Zoho CRM

Create or update Zoho CRM module entries when new enrollments happen in PassKit Membership

Streamline your membership management with this clever workflow. When a new enrollment occurs in PassKit Membership, this automation will immediately update or create a new module entry in Zoho CRM. This smooth process saves time and simplifies tasks, letting you focus on building strong relationships with new members rather than on data entry.

When this happens...
New Enrollment
Triggers when a new member enrols into a membership program.
TriggerInstant
automatically do this!
Create/Update Module Entry
Create or update module entries
ActionWrite

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Supported triggers and actions

- Program IdRequired
Trigger
Instant
Try It
- Program IdRequired
Trigger
Instant
Try It
- PassKit Generated Member Id (22 characters)
- Program Id
- External Id
- Points
- Secondary Points
- Tier Points
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Member Id
- Address
- Latitude
- Longitude
- Altitude
- External Event Id
- External Device Id
- External Service Id
- Notes
- Mata Data Key
- Mata Data Value
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Id
Action
Write

- ProgramRequired
- TierRequired
Action
Write
- PassKit Generated Member Id (22 characters)Required
Action
Write

- PassKit Generated Member Id (22 characters)
- Program Id
- External Id
- ProtocolRequired
- Alternative Email
Action
Write
- ProgramRequired
- TierRequired
- Id
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
- 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

- Program IdRequired
Trigger
Instant
Try It
- Program IdRequired
Trigger
Instant
Try It
- PassKit Generated Member Id (22 characters)
- Program IdRequired
- External Id
- Tier IdRequired
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Member Id
- Address
- Latitude
- Longitude
- Altitude
- External Event Id
- External Device Id
- External Service Id
- Notes
- Mata Data Key
- Mata Data Value
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Id
- Points
- Secondary Points
- Tier Points
Action
Write
- Program IdRequired
- External IdRequired
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Id
- Last Name
- First Name
- Full Name
- Suffix
- Salutation
- Gender
- Date of Birth
- Email Address
- Mobile Number
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Id
- Points
- Reset Points
- Secondary Points
- Reset Secondary Points
- Tier Points
- Reset Tier Points
Action
Write
- PassKit Generated Member Id (22 characters)
- Program Id
- External Member Id
- Expiry Date
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
- 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