WishList Member → Zoho CRMEvents and actions

Use WishList Member events to automate Zoho CRM

Choose an event from WishList Member 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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WishList Member

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.

Tag a contact in Zoho CRM when a member is added to a membership level

When a member is added to a membership level
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.

Remove a contact tag in Zoho CRM when a member is removed from a membership level

When a member is removed from a membership level
Remove a Tag from a contact in Zoho CRM

Use the member's email address to find the existing contact. Choose the tag and the module.

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

WishList Member events and actions

Memberships

10 events · 4 actions

View events and actions

Events

When a member is added to a membership level
When a member is removed from a membership level
When a membership level is cancelled for a member
When a membership level is uncancelled for a member
When a membership level expires for a member
When a membership level is marked unexpired
When a member is approved for a membership level
When a member is set to pending approval
When a member confirms a membership level
When a membership level is marked unconfirmed

Actions

Add a user to a membership level
Remove a user from a membership level
Cancel a membership level for a user
Uncancel a membership level for a user

About this connection

How the two tools fit together

WishList Member: Connect WishList Member membership levels and members to Noptin.

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 WishList Member 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 WishList Member 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 WishList Member and Zoho CRM from Noptin → Extensions. How to activate your license.
Install and set up WishList Member 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.

How to install the Noptin newsletter plugin

Put it together

Set up the automation in WordPress

Choose an event from WishList Member 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 WishList Member and Zoho CRM?

Build the automation in your WordPress dashboard with Noptin.

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