Integrate PipelineDeals with Simple Membership
Send information between PipelineDeals and Simple Membership automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PipelineDeals and Simple Membership using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Updated deal stage
Triggers when a deal is moved from one stage to another
Updated deal status
Triggers when the status of an existing deal is updated
New deal
Triggers when a new deal is created
New person, lead, or contact
Triggers when a new person, lead, or contact is created
Member event occurred
Triggers when the selected member event has occurred
All Actions - Actions are the automated tasks
Create activity
Creates a new activity associated with an existing person, company, or deal
Create deal
Creates a new deal
Add person
Adds a new person
Create task
Creates a new calendar task
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 PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
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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.
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