Tag a contact in Zoho CRM when a user purchases a membership
When a user purchases a membership
Tag a contact in Zoho CRM
Use the member's email address for the contact. Choose the tag and the module. The action creates a missing contact by default.
MemberPress → Zoho CRMEvents and actions
Use MemberPress events to automate Zoho CRM
Choose an event from MemberPress 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.
MemberPress→Zoho CRM
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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.
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
MemberPress events and actions
Memberships
1 event · 2 actions
View events and actions
Events
- When a user purchases a membership
Actions
- Add a user to a membership level
- Remove a user from a membership level
Subscriptions
4 events
View events
- When a MemberPress subscription is active
- When a MemberPress subscription is cancelled
- When a MemberPress subscription is paused
- When a MemberPress subscription is pending
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.
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 MemberPress 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 MemberPress 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 MemberPress and Zoho CRM from Noptin → Extensions. How to activate your license.
- Install and set up MemberPress on your WordPress site. Connect Zoho CRM 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 MemberPress 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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