Add a person to a Label in Pipedrive when a member's membership level changes
When a member's membership level changes
Add a person to a Label in Pipedrive
Simple Membership → PipedriveEvents and actions
Use Simple Membership events to automate Pipedrive
Choose an event from Simple Membership to start an automation, then choose from the Pipedrive actions listed below. The action settings show what information you need to provide.
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Simple Membership→Pipedrive
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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 member registers
- When a member registers
- Create or update a person in Pipedrive
Available in Noptin
Pipedrive actions
People
2 actions
View actions
- Create or update a person in Pipedrive
- Remove a person from Pipedrive
Labels
2 actions
View actions
- Add a person to a Label in Pipedrive
- Remove a person from a Label in Pipedrive
Available in Noptin
Simple Membership events and actions
Memberships
3 events · 2 actions
View events and actions
Events
- When a member registers
- When a member's membership level changes
- When a member's membership status changes
Actions
- Change a member's membership level
- Change a member's membership status
About this connection
How the two tools fit together
Simple Membership: A flexible, well-supported, and easy-to-use WordPress membership plugin for offering free and premium content from your WordPress site.
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 Simple Membership 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 Simple Membership and Pipedrive with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for Simple Membership and Pipedrive from Noptin → Extensions. How to activate your license.
- Install and set up Simple Membership on your WordPress site. Connect Pipedrive in Noptin using the account or server details requested in its settings.
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Put it together
Set up the automation in WordPress
- Choose an event from Simple Membership 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.
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Build the automation in your WordPress dashboard with Noptin.
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