Connect Memberful and Zoho CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Member SignUp
Member Deleted
Member Updated
Order Refunded
Order Completed
New Subscription
Subscription Deleted
Subscription Updated
Subscription Renewed
Tax ID Updated
Choose an Action
Automatically do this!
Update a lead
Create a Note
Create a lead
Search Lead
Update Note in Lead
Add Tag to Lead
Search Contact
Upload Attachment
Find Module
Create Module Entry
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Member SignUp
Triggers when a new member signs up.
Member Deleted
Triggered when a member is removed from Memberful; sends the member's details to your webhook.
Member Updated
Triggered when a Memberful member's details change; provides the updated member record for your workflow.
Order Refunded
Sends refunded order details when a Memberful order is refunded.
Order Completed
Triggered when a Memberful order is completed; sends the order and member details to your configured webhook.
New Subscription
Triggered when a new subscription is created in Memberful and provides the subscription details.
Do thisActions
Action is the task that follows automatically within your Memberful integrations.
Update a lead
Update an existing lead by Email, Mobile and ID.
Create a Note
Create a note in the selected module
Create a lead
Creates a new lead
Search Lead
Searchs Lead by Mobile Number
Update Note in Lead
Updates an existing note associated with a specific Lead
Add Tag to Lead
add a tag to an existing record to lead in Zoho CRM
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Frequently Asked Questions
To start, connect both your Memberful and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Memberful triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how Memberful data is recorded in Zoho CRM. This includes choosing which data fields go into which fields of Zoho CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Memberful and Zoho CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Memberful and Zoho CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Memberful
Memberful is a membership management and subscription platform that helps creators, publishers, educators, and online businesses sell memberships, manage subscribers, and monetize digital content all while giving them full control over their brand and audience
Learn MoreAbout Zoho CRM
Zoho CRM is a robust, cloud-based customer relationship management (CRM) software designed to help businesses manage their sales, marketing, and customer support activities effectively. It provides a comprehensive suite of features aimed at improving customer interactions, streamlining processes, and enhancing overall productivity.
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