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
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Supported triggers and actions
Integrate Ultimate Member and Capsule CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
User role changed
Triggers when the role of a user is updated
User registered
Triggers when a user is registered
New Person
Triggers when a new person is created on Capsule CRM
New User
Triggers when a new user is added
New Task
Triggers when a new open task is created
New Opportunity
Triggers when a new opportunity is created
New Case
Triggers when a new case is created
New Organization
Triggers when a new organization is created
All Actions - Actions are the automated tasks
Fetch user
Fetches the details of an existing user
Update user status
Updates the status of an existing user
Create Opportunity
Creates a new opportunity
Create Person
Creates a new person on Capsule CRM
Create Task
Creates a new task
Create Case
Creates a new case
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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