Connect Memberful and Method 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!
Create Activity
Create contact and link to entity
Create customer or lead
Create record in Method CRM
Find Contact
Find customer or lead
Ready to use Memberful and Method CRM automations
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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.
Create Activity
Create a new activity (call, to-do, SMS, or web comment), set start and due dates, status, and assign it to a user.
Create contact and link to entity
Create a new contact and attach it to an existing customer or company.
Create customer or lead
Add a new customer (or mark them as a lead) in Method CRM so you can track their contact details and billing information.
Create record in Method CRM
Add a new record to the selected Method CRM table using the details you enter.
Find Contact
Search for a contact by email, name, or entity and return its details.
Find customer or lead
Find a customer or lead by name or email and return their full record.
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Frequently Asked Questions
To start, connect both your Memberful and Method CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Memberful triggers actions in Method CRM (or vice versa).
Absolutely. You can customize how Memberful data is recorded in Method CRM. This includes choosing which data fields go into which fields of Method CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Memberful and Method 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 Method 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 Method CRM
Method CRM is a powerful customer relationship management tool designed to streamline and enhance your business interactions. It offers seamless integration with QuickBooks, allowing businesses to manage their customer data, sales, and operations efficiently. With customizable workflows and a user-friendly interface, Method CRM helps businesses improve customer satisfaction and drive growth.
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