Connect Zoho CRM to Paid Memberships Pro

This integration allows you to:-

Automatically add new members to Zoho CRM.
Automatically update the data in Zoho CRM whenever a member's plan changes or is canceled.
Tag or untag contacts depending on their membership plan.

Below are some of the automation rules you can set up:-

Create or update a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a user's membership level changes

Add or remove a contact, lead, deal, task, call, meeting, note, or any custom record from a module in ZohoCRM when a user's membership level changes

Tag or untag a contact, lead, deal, task, call, meeting, note, or any custom record in ZohoCRM when a user's membership level changes

To get started:-

You can start using this integration in 3 simple steps:-

1. Install Noptin

To install Noptin:-

Log into your WordPress website’s admin dashboard then navigate to Plugins > Add New.
Search for “Noptin” in the search box then click on the install button next to the first result.
After WordPress installs Noptin, click on the Activate button to activate the plugin.

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2. Connect Zoho CRM

To connect Zoho CRM:-

First, download the Zoho CRM addon from your account.
Next, open your WordPress admin dashboard then navigate to Plugins > Add New then click on the upload plugin button.
Upload the Zoho CRM addon you downloaded in the first step then click on the Install Now button.
Wait for WordPress to install the plugin then click on the Activate plugin button.
WordPress will install the Zoho CRM addon and then redirect you to a settings page where you can connect Noptin to Zoho CRM.
Finally, map the Noptin custom fields to Zoho CRM custom fields.

3. Connect Paid Memberships Pro

You can connect to Paid Memberships Pro via automation rules.

To do this:-

First, click on Noptin Newsletter > Automation Rules to open the automation rules overview page then click on the “Add New” button to create a new automation rule.

Noptin create new automation rule