Integrate Ultimate Member with Onpipeline
Send information between Ultimate Member and Onpipeline automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new person in Onpipeline for every form entry from Ultimate Member
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This workflow will generate a new person in Onpipeline using the form inputs received in Ultimate Member.
How it works
- The flow triggers when a new form entry is made in Ultimate Member.
- Zoho Flow adds a new contact person in Onpipeline.
Create a new person in Onpipeline for every form entry from Ultimate Member
Ultimate Member + Onpipeline
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Supported triggers and actions
Integrate Ultimate Member and Onpipeline 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
Deal updated
Triggers when an existing deal is updated
Person added
Triggers when a new contact person is added
Organization created
Triggers when a new organization is created
Deal updated as won
Triggers when a deal is updated as won
Event updated
Triggers when a calendar event is updated
Deal created
Triggers when a new deal is created
Event created
Triggers when a new calendar event 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 deal
Creates a new deal
Add lead
Creates a new lead
Add organization
Adds a new organization
Update deal
Updates the details of an existing deal
Update person
Updates the details of an existing contact person
Add person
Adds a new contact person
Update organization
Updates the details of an existing organization
Fetch organization
Fetches the details of an existing organisation by name
Fetch person
Fetches the details of an existing person by full name
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 Onpipeline?
Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.
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