Paid Memberships Pro + Zoho CRM
Create new Zoho CRM entries for updated orders in Paid Memberships Pro
With this workflow, each time a new order is placed or an existing one is updated in Paid Memberships Pro, a fresh module entry is instantly created in Zoho CRM. This automation streamlines your data management, reducing manual data entry. It ensures that your CRM reflects the most current order statuses from your membership platform, enabling you to more efficiently track the sales process.
With this workflow, each time a new order is placed or an existing one is updated in Paid Memberships Pro, a fresh module entry is instantly created in Zoho CRM. This automation streamlines your data management, reducing manual data entry. It ensures that your CRM reflects the most current order statuses from your membership platform, enabling you to more efficiently track the sales process.
- When this happens...Order Added or Updated
Triggers when a new order is added or updated in Paid Memberships Pro.
- automatically do this!Create Module Entry
Creates a new entry in a module
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Level Status
Try ItNameRequired
Description
Confirmation
Initial Payment
Billing Amount
Cycle Number
Cycle Period
Billing Limit
Trial Amount
Trial Limit
Allow New Signups
Expiration Number
Expiration Period
User Email
Membership Level IDRequired
User ID (Optional)
Create User
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.
Try It
Order Added or Updated
Triggers when a new order is added or updated in Paid Memberships Pro.
Try ItUser Email
Membership Level IDRequired
User ID (Optional)
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.
Try ItModuleRequired
Try It
