Tag a contact in Zoho CRM when a user creates a topic
When a user creates a topic
Tag a contact in Zoho CRM
Choose the tag and the module in the action settings. The action is set to create the contact if they do not exist.
bbPress → Zoho CRMEvents and actions
Use bbPress events to automate Zoho CRM
Choose an event from bbPress to start an automation, then choose from the Zoho CRM actions listed below. The action settings show what information you need to provide.
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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.
Add a contact to a Module in Zoho CRM when a user creates a topic
- When a user creates a topic
- Add a contact to a Module in Zoho CRM
Tag a contact in Zoho CRM when a user replies to a topic
- When a user replies to a topic
- Tag a contact in Zoho CRM
Available in Noptin
Zoho CRM actions
Modules
2 actions
View actions
- Add a contact to a Module in Zoho CRM
- Remove a contact from a Module in Zoho CRM
Tags
2 actions
View actions
- Tag a contact in Zoho CRM
- Remove a Tag from a contact in Zoho CRM
Available in Noptin
bbPress events and actions
Forums
8 events · 6 actions
View events and actions
Events
- When a user creates a forum
- When a forum is published
- When a forum is unpublished
- When a forum is closed
- When a forum is opened
- When a forum is moved to the trash
- When a forum is restored from the trash
- When a forum is permanently deleted
Actions
- Create or update a forum
- Open a forum
- Close a forum
- Move a forum to the trash
- Restore a forum from the trash
- Permanently delete a forum
Topics
12 events · 10 actions
View events and actions
Events
- When a user creates a topic
- When a topic is published
- When a topic is unpublished
- When a topic is closed
- When a topic is opened
- When a topic is marked as spam
- When a topic is unmarked as spam
- When a topic is approved
- When a topic is unapproved
- When a topic is moved to the trash
- When a topic is restored from the trash
- When a topic is permanently deleted
Actions
- Create or update a topic
- Open a topic
- Close a topic
- Mark a topic as spam
- Unmark a topic as spam
- Approve a topic
- Unapprove a topic
- Move a topic to the trash
- Restore a topic from the trash
- Permanently delete a topic
Replies
10 events · 8 actions
View events and actions
Events
- When a user replies to a topic
- When a reply is published
- When a reply is unpublished
- When a reply is marked as spam
- When a reply is unmarked as spam
- When a reply is approved
- When a reply is unapproved
- When a reply is moved to the trash
- When a reply is restored from the trash
- When a reply is permanently deleted
Actions
- Create or update a reply
- Mark a reply as spam
- Unmark a reply as spam
- Approve a reply
- Unapprove a reply
- Move a reply to the trash
- Restore a reply from the trash
- Permanently delete a reply
About this connection
How the two tools fit together
bbPress: Add forums, topics, and replies to WordPress.
Zoho CRM: Zoho CRM is a customer relationship management platform that offers tools for sales automation, marketing, customer support, and analytics to help businesses manage their interactions with customers, streamline processes, and improve sales performance.
What information can you send?
Connect Zoho CRM, then fill in the contact details it asks for. The available fields depend on your account.
Available details depend on the bbPress event or action you choose and any fields configured on your site. Available fields depend on the selected Zoho CRM module and the connected account.
Start here
Set up bbPress and Zoho CRM with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for bbPress and Zoho CRM from Noptin → Extensions. How to activate your license.
- Install and set up bbPress on your WordPress site. Connect Zoho CRM in Noptin using the account or server details requested in its settings.
How to install the Noptin newsletter plugin
Put it together
Set up the automation in WordPress
- Choose an event from bbPress to start the automation.
- Choose an action from Zoho CRM 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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