Integrate Ultimate Member with Zoho CRM
Send information between Ultimate Member and Zoho CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Zoho CRM whenever a form is submitted through Ultimate Member
Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will create a new contact in Zoho CRM the form responses received in Ultimate Member.
How it works
- The flow triggers when a new form entry is made in Ultimate Member.
- Zoho Flow creates a new contact. Updates the contact details if the email already exists. in Zoho CRM.
Create a new contact in Zoho CRM whenever a form is submitted through Ultimate Member
Ultimate Member + Zoho CRM
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Supported triggers and actions
Integrate Ultimate Member and Zoho 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 role changed
Triggers when the role of a user is updated
User registered
Triggers when a user is registered
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 contact
Triggers when a new contact is created
Updated module entry
Triggers when an entry is updated in the selected module
New lead
Triggers when a new lead is created
New user
Triggers when a new user is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Updated deal
Triggers when an existing deal is updated
New module
Triggers when a new module is created
Entry created or updated
Triggers when a record entry is created or updated
New note
Triggers when a new note is added
User created or updated
Triggers when the details of an existing user are created or updated
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
Send email template
Sends an email to the specified users
Convert lead to contact
Converts a lead to a contact
Add user
Adds a new user
Add tags
Adds tags to the specified record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Update related module entry
Relates an entry in this module with an entry in another module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Send mail merge
Sends a mail merge with details of the selected record
Draft email template
Drafts an email based on the selected template
Update module entry
Updates the specified module entry
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Remove tags
Removes tags from the specified record
Raise signal
Raises a signal to Zoho CRM
Add note
Adds a note to the selected module
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Update user
Updates the details of an existing user based on user ID
Fetch email template
Fetches an email template by name
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch lead
Fetches a lead by email address or unique ID
Fetch account
Fetches an account by its name or unique ID
Fetch user
Fetches the details of an existing user by name or email address
Clone module entry
Clones an existing module entry
Fetch inventory template
Fetches an inventory template using ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch event
Fetches an event by its title or unique ID
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
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.
Similar apps
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
Similar apps
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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Technical Engineer, Master Liveaboards
