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myCRED → Zoho CRMEvents and actions

Use myCRED events to automate Zoho CRM

Choose an event from myCRED 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.

Tag a contact in Zoho CRM when a user gains points

  1. When a user gains points
  2. 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.

Add a contact to a Module in Zoho CRM when a user gains points

  1. When a user gains points
  2. Add a contact to a Module 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

myCRED events and actions

myCRED

2 events · 2 actions

View events and actions

Events

  • When a user gains points
  • When points are deducted from a user

Actions

  • Award points to a user
  • Deduct points from a user

About this connection

How the two tools fit together

myCRED: Award virtual points to your users for various actions and let them spend those points in creative ways.

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 myCRED 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 myCRED and Zoho CRM with Noptin

  1. Install the free Noptin plugin on your WordPress site.
  2. Activate your Noptin license, then install the Noptin add-on for myCRED and Zoho CRM from Noptin → Extensions. How to activate your license.
  3. Install and set up myCRED on your WordPress site. Connect Zoho CRM in Noptin using the account or server details requested in its settings.

See how to install a premium extension.

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Put it together

Set up the automation in WordPress

  1. Choose an event from myCRED to start the automation.
  2. Choose an action from Zoho CRM 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.

Explore each add-on

See what else you can do

Zoho CRM integration details myCRED integration details

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