Tag a contact in Zoho CRM when a user joins a space
When a user joins a space
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.
FluentCommunity → Zoho CRMEvents and actions
Use FluentCommunity events to automate Zoho CRM
Choose an event from FluentCommunity to start an automation, then choose from the Zoho CRM actions listed below. The action settings show what information you need to provide.
Already using Noptin? Learn how to create an automation rule.
FluentCommunity→Zoho CRM
Noptin is installed on 15,000+ websitesSee what users say
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 joins a space
- When a user joins a space
- Add a contact to a Module in Zoho CRM
Tag a contact in Zoho CRM when a user enrolls in a course
- When a user enrolls in a course
- 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
FluentCommunity events and actions
Spaces
3 events · 3 actions
View events and actions
Events
- When a user joins a space
- When a user leaves a space
- When a user creates a post in a space
Actions
- Create a post in a FluentCommunity space
- Add a user to a space
- Remove a user from a space
Courses
3 events · 2 actions
View events and actions
Events
- When a user enrolls in a course
- When a user completes a course
- When a user leaves a course
Actions
- Enroll a user in a course
- Remove a user from a course
Lessons
1 event
- When a user completes a lesson
About this connection
How the two tools fit together
FluentCommunity: A complete community platform with courses, spaces, and member management for 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 FluentCommunity 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 FluentCommunity 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 FluentCommunity and Zoho CRM from Noptin → Extensions. How to activate your license.
- Install and set up FluentCommunity 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 FluentCommunity 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.
Ready to connect FluentCommunity and Zoho CRM?
Build the automation in your WordPress dashboard with Noptin.
See plans and pricing