WishList Member → PipedriveEvents and actions

Use WishList Member events to automate Pipedrive

Choose an event from WishList Member to start an automation, then choose from the Pipedrive actions listed below. The action settings show what information you need to provide.

Already using Noptin? Learn how to create an automation rule.

WishList MemberWishList MemberPipedrivePipedrive
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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 is added to a membership level

  1. WishList MemberWhen a member is added to a membership level
  2. PipedriveCreate 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.

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

WishList Member events and actions

Memberships

10 events · 4 actions

View events and actions

Events

  • When a member is added to a membership level
  • When a member is removed from a membership level
  • When a membership level is cancelled for a member
  • When a membership level is uncancelled for a member
  • When a membership level expires for a member
  • When a membership level is marked unexpired
  • When a member is approved for a membership level
  • When a member is set to pending approval
  • When a member confirms a membership level
  • When a membership level is marked unconfirmed

Actions

  • Add a user to a membership level
  • Remove a user from a membership level
  • Cancel a membership level for a user
  • Uncancel a membership level for a user

About this connection

How the two tools fit together

WishList Member: Connect WishList Member membership levels and members to Noptin.

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 WishList Member 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 WishList Member and Pipedrive with Noptin

  1. Install the free Noptin plugin on your WordPress site.
  2. Activate your Noptin license, then install the Noptin add-on for WishList Member and Pipedrive from Noptin → Extensions. How to activate your license.
  3. Install and set up WishList Member 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.

How to install the Noptin newsletter plugin

Put it together

Set up the automation in WordPress

  1. Choose an event from WishList Member to start the automation.
  2. Choose an action from Pipedrive in the list above and fill in its required settings.
  3. 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.

Ready to connect WishList Member and Pipedrive?

Build the automation in your WordPress dashboard with Noptin.

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