Automations
Ways to connect these tools
These are examples. Available fields depend on the event and the choices on your site or connected account.
Create or update a person in Pipedrive when a user purchases a membership
When a user purchases a membership
Create or update a person in Pipedrive
Use the member's email address for the contact. Choose the destination and provide any other required fields in Pipedrive.
About this connection
How the two tools fit together
MemberPress: The membership plugin that makes it easy to accept payments for access to your content and digital products.
Pipedrive: Pipedrive is a sales-focused CRM platform that helps teams manage leads, track communications, and close deals with an intuitive pipeline management system.
What information can you send?
Connect Pipedrive, then fill in the contact details it asks for. The available fields depend on your account.
Available details depend on the MemberPress event or action you choose and any fields configured on your site. Lists, tags, and custom fields depend on the connected Pipedrive account and the audience selected.
Start here
Set up MemberPress and Pipedrive with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for MemberPress and Pipedrive from Noptin → Extensions. How to activate your license.
- Install and set up MemberPress on your WordPress site. Connect Pipedrive in Noptin using the account or server details requested in its settings.
See how to install a premium extension.
Put it together
Set up the automation in WordPress
- Choose an event from MemberPress to start the automation.
- Choose an action from Pipedrive in the list above and fill in its required settings.
- Match the details from the first step to the fields in the second. Run a test, then turn on the rule.
Follow the automation rules guide if you need help creating the rule.