MemberSpace + Zoho CRM
Create new Zoho CRM module entries from new MemberSpace memberships
Ensure seamless and efficient management of your new members in MemberSpace by automating the creation of module entries in Zoho CRM. This workflow begins when a new membership is established in MemberSpace, instantly leading to the formation of a corresponding entry in Zoho CRM. This process not only expedites membership handling but also helps to maintain accurate records in your CRM. Stay organized and streamlined with this immediate, two-way information flow between your platforms.
Ensure seamless and efficient management of your new members in MemberSpace by automating the creation of module entries in Zoho CRM. This workflow begins when a new membership is established in MemberSpace, instantly leading to the formation of a corresponding entry in Zoho CRM. This process not only expedites membership handling but also helps to maintain accurate records in your CRM. Stay organized and streamlined with this immediate, two-way information flow between your platforms.
- When this happens...New Membership
Occurs when a member is added to a plan.
- automatically do this!Create Module Entry
Creates a new entry in a module
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Membership PlanRequired
Try ItCreated Member Profile
Occurs when a new member profile is created (before joining a membership plan).
Try ItEmail
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.
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Membership PlanRequired
Try ItUpdated Member Profile
Occurs when a member has updated their account profile (e.g. name change, email change). Will automatically occur when the "New Membership" trigger occurs.
Try ItNew 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.
Try ItModuleRequired
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