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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 MemberWishList MemberZoho CRMZoho 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

  1. WishList MemberWhen a member is added to a membership level
  2. Zoho CRMTag 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

  1. WishList MemberWhen a member is removed from a membership level
  2. Zoho CRMRemove 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.

Supported triggers and actions

Choose a trigger, then combine actions in the order you need. For a quicker setup, describe what you want to Noptin’s AI and let it build your automation rule.

When this happens (5)

  • WishList MemberWhen a member is added to a membership level
  • WishList MemberWhen a member is removed from a membership level
  • WishList MemberWhen a membership level is cancelled for a member
  • WishList MemberWhen a membership level expires for a member
  • WishList MemberWhen a membership level is uncancelled for a member

Do this (5)

  • WishList MemberAdd a user to a membership level
  • WishList MemberRemove a user from a membership level
  • WishList MemberCancel a membership level for a user
  • Zoho CRMAdd a contact to a module in Zoho CRM
  • Zoho CRMRemove a contact from a module in Zoho CRM
View all triggers and actions (18)

When this happens (5)

  • WishList MemberWhen a membership level is marked unexpired
  • WishList MemberWhen a member is approved for a membership level
  • WishList MemberWhen a member is set to pending approval
  • WishList MemberWhen a member confirms a membership level
  • WishList MemberWhen a membership level is marked unconfirmed

Do this (3)

  • Zoho CRMTag a contact in Zoho CRM
  • Zoho CRMRemove a tag from a contact in Zoho CRM
  • WishList MemberUncancel 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

  1. Install the free Noptin plugin on your WordPress site.
  2. Activate your Noptin license, then install the Noptin add-on for WishList Member and Zoho CRM from Noptin → Extensions. How to activate your license.
  3. 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

  1. Choose an event from WishList Member 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 WishList Member integration details

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