Tag a contact in Zoho CRM when a member registers
When a member registers
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.
Simple Membership → Zoho CRMEvents and actions
Use Simple Membership events to automate Zoho CRM
Choose a Simple Membership event 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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Automation ideas
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 member registers
- When a member registers
- Add a contact to a Module in Zoho CRM
Tag a contact in Zoho CRM when a member's membership level changes
- When a member's membership level changes
- 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
Simple Membership events and actions
Memberships
3 events · 2 actions
View events and actions
Events
- When a member registers
- When a member's membership level changes
- When a member's membership status changes
Actions
- Change a member's membership level
- Change a member's membership status
About this connection
How the two tools fit together
Simple Membership: A flexible, well-supported, and easy-to-use WordPress membership plugin for offering free and premium content from your WordPress site.
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 Simple Membership 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 Simple Membership 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 Simple Membership and Zoho CRM from Noptin → Extensions. How to activate your license.
- Install and set up Simple Membership 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 a Simple Membership event to start the automation.
- Choose a Zoho CRM action from 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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