User Registration and Membership Zoho CRM Integration with Bit Flows

Create a New Workflow in Bit Flows

Go to:

Bit Flows → Create Workflow → Add Trigger

Select:

Trigger App

User Registration and Membership

Trigger Event

User Registered

Description:

This trigger starts the workflow whenever the User Registered event occurs in User Registration and Membership.

Connect Your User Registration and Membership

Select the User Registration and Membership source you want to automate and complete the connection settings required for the chosen trigger event.

Configure:

• The available source or event settings
• The incoming data provided by the trigger
• Any required connection information

The available options and data depend on the selected platform and trigger event.

Add Zoho CRM as an Action

Click:

Add Action → Zoho CRM

Select an Action Event:

• Create contact When “User Registered” occurs in User Registration and Membership, use the submitted data to run “Create contact” in Zoho CRM.
• Update contact When “User Registered” occurs in User Registration and Membership, use the submitted data to run “Update contact” in Zoho CRM.
• Create lead When “User Registered” occurs in User Registration and Membership, use the submitted data to run “Create lead” in Zoho CRM.

Description:

This action sends data from User Registration and Membership to Zoho CRM and performs the selected supported operation automatically.

Map User Registration and Membership Data with Zoho CRM Inputs

Map the available data from User Registration and Membership to the compatible inputs provided by the selected Zoho CRM action.

The exact values and inputs depend on the selected trigger and action events, so only map data exposed by those events.

Test and Activate Workflow

Run the User Registered trigger and verify the selected Zoho CRM actions:

• Confirm that Create contact completes successfully and processes the mapped data in Zoho CRM.
• Confirm that Update contact completes successfully and processes the mapped data in Zoho CRM.
• Confirm that Create lead completes successfully and processes the mapped data in Zoho CRM.

Then activate your workflow.