Create Salesforce contacts for new or updated orders in Paid Memberships Pro
Stay on top of your customer relationships by creating a streamlined process between Paid Memberships Pro and Salesforce. With this workflow, when there's a new or updated order in Paid Memberships Pro, the corresponding contact is instantly created in Salesforce. This enables you to swiftly handle and monitor your memberships, ensuring you're always connected with your clients and their activities.
Stay on top of your customer relationships by creating a streamlined process between Paid Memberships Pro and Salesforce. With this workflow, when there's a new or updated order in Paid Memberships Pro, the corresponding contact is instantly created in Salesforce. This enables you to swiftly handle and monitor your memberships, ensuring you're always connected with your clients and their activities.
- When this happens...Order Added or Updated
Triggers when a new order is added or updated in Paid Memberships Pro.
- automatically do this!Create Contact
Creates a new contact.
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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 Contact
Triggers when a new Contact is created.
Try It