Integrate Capsule CRM with Simple Membership

Send information between Capsule CRM and Simple Membership automatically, without writing any code, using Zoho Flow.

Build your own integrations between Capsule CRM and Simple Membership

Connect Capsule CRM and Simple Membership with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Capsule CRM and Simple Membership using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Task

Triggers when a new open task is created

New Person

Triggers when a new person is created on Capsule CRM

New Case

Triggers when a new case is created

New User

Triggers when a new user is added

New Organization

Triggers when a new organization is created

New Opportunity

Triggers when a new opportunity is created

Member event occurred

Triggers when the selected member event has occurred

All Actions - Actions are the automated tasks

Create Case

Creates a new case

Create Person

Creates a new person on Capsule CRM

Create Opportunity

Creates a new opportunity

Create Task

Creates a new task

Find person

Finds the details of the specified person by ID

Update membership

Updates the membership level of an existing member

Fetch membership level

Fetches the details of an existing membership level

Fetch member

Fetches the details of an existing member

What is Capsule CRM?

Capsule CRM is customer relationship management software that lets you manage all your contacts and documents, as well as your sales pipeline. You can attach notes, tasks, and emails and customize fields according to your needs.

CRM Premium

What is Simple Membership?

Simple Membership is a flexible, well-supported, and easy-to-use WordPress membership plugin for offering free and premium content from your WordPress site.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Toto

Technical Engineer, Master Liveaboards

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