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How Zapier works
Zapier makes it easy to integrate Virtuous CRM with WordPress - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New or Updated Contact" from Virtuous CRM.
Add your action
An action happens after the trigger—such as "Upload Media" in WordPress.
You’re connected!
Zapier seamlessly connects Virtuous CRM and WordPress, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Contact status
Try ItTriggerInstant- New Form Submission
Triggers on a new form submission.
Try ItTriggerInstant - Contact idRequired
- TypeRequired
- NoteRequired
- Note date time
- Important
- Private
- Time spent
ActionWrite- TaskTypeRequired
- TaskRequired
- Description
- Due Date TimeRequired
- OwnerRequired
ActionWrite
- Contact note status
Try ItTriggerInstant- Gift status
Try ItTriggerInstant- Tag NameRequired
- Contact idRequired
ActionWrite- Contact NameRequired
- Contact TypeRequired
- IsPrivate
- Nickname
- Label
- Address 1
- Address 2
- City
- StateCode
- Zip Code
- Country
- IsPrimary_address
- Latitude
- Longitude
- Description
- Website
- IsArchived
- ReferenceId
- ReferenceSource
ActionWrite
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Frequently Asked Questions about Virtuous CRM + WordPress integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Virtuous CRM and WordPress
How do I integrate Virtuous CRM with WordPress?
To integrate Virtuous CRM with WordPress, you can use Zapier, which allows you to automate workflows by setting triggers and actions between the two platforms. For instance, you can create a trigger when a new form is submitted in WordPress, prompting an action that adds or updates a contact in Virtuous CRM.
What kind of data can I sync between Virtuous CRM and WordPress?
Through our integration, you can sync various types of data such as contact information, donations, and form submissions. For example, when someone fills out a donation form on your WordPress site, you can use a trigger to update their donor profile in Virtuous CRM automatically.
Are there specific triggers available for this integration?
Yes, specific triggers are available such as 'New Post in WordPress' or 'New Form Submission'. These triggers initiate actions like creating or updating records within Virtuous CRM.
Can I create automated tasks using this integration?
Absolutely! You can set up automated tasks where an action in WordPress triggers a follow-up task in Virtuous CRM. For example, once a form is submitted on your website, it could alert your team to reach out to the new contact.
Is coding knowledge required to set up the integration?
No coding skills are needed. Our platform provides an intuitive interface where you can set up integrations with simple dropdown menus and options to define what actions should follow each trigger.
How often does the data sync between these two platforms?
The data synchronization frequency depends on the plan you choose; typically it ranges from every five minutes to every 15 minutes. Each triggered action initiates nearly real-time updates between WordPress and Virtuous CRM.
Can I customize what happens after a trigger goes off?
Yes, our system allows complete customization of actions following a trigger. You may choose actions like sending notification emails through your preferred service or logging info directly into specific fields in Virtuous CRM.