Paid Memberships Pro + Zoho CRM
Update Zoho CRM entries when membership levels change in Paid Memberships Pro
Keep your CRM updated whenever there are changes in membership levels in the Paid Memberships Pro app. With this workflow, each time a member's level changes, it will trigger a simultaneous update or creation of an entry in your Zoho CRM, ensuring all your member data stays current and organized. This automation saves you time from manually updating member details across platforms.
Keep your CRM updated whenever there are changes in membership levels in the Paid Memberships Pro app. With this workflow, each time a member's level changes, it will trigger a simultaneous update or creation of an entry in your Zoho CRM, ensuring all your member data stays current and organized. This automation saves you time from manually updating member details across platforms.
- When this happens...Membership Level Changed
Triggers when a user's membership level changes.
- automatically do this!Create/Update Module Entry
Create or update module entries
- Free forever for core features
- 14 day trial for premium features & apps
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
