Integrate Ultimate Member with Capsule CRM
Send information between Ultimate Member and Capsule CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new person in Capsule CRM for every form entry submitted in Ultimate Member
Streamline your contact management by integrating forms with your customer relationship management software to capture details directly This flow will add a new person in Capsule CRM using the responses received from Ultimate Member.
How it works
- The flow triggers when a new form entry is made in Ultimate Member.
- Zoho Flow creates a new person on Capsule CRM in Capsule CRM.
Create a new person in Capsule CRM for every form entry submitted in Ultimate Member
Ultimate Member + Capsule CRM
Build your own integrations between Ultimate Member and Capsule CRM
Connect Ultimate Member and Capsule CRM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Ultimate Member and Capsule CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
User role changed
Triggers when the role of a user is updated
User registered
Triggers when a user is registered
User account updated
Triggers when the details of a user account is updated
User profile updated
Triggers when the details of a user profile is updated
User status changed
Triggers when the status of a user is updated
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
All Actions - Actions are the automated tasks
Update user status
Updates the status of an existing user
Fetch user
Fetches the details of an existing user
Create Opportunity
Creates a new opportunity
Create Task
Creates a new task
Create Case
Creates a new case
Create Person
Creates a new person on Capsule CRM
Find person
Finds the details of the specified person by ID
What is Ultimate Member?
Ultimate Member is a free user profile WordPress plugin that makes it easy to create powerful online communities and membership sites with WordPress.
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What is Capsule CRM?
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Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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