Less Annoying CRM + MemberSpace
Create new contacts in Less Annoying CRM when new MemberSpace profiles are created
Set up a member profile in MemberSpace and have the information instantly appear as a contact in your Less Annoying CRM. This workflow removes repetitive data entry tasks by creating a one-to-one correlation between your MemberSpace profiles and your CRM contacts. Experience increased efficiency and consistency in your record-keeping, allowing you more time to concentrate on core business tasks.
Set up a member profile in MemberSpace and have the information instantly appear as a contact in your Less Annoying CRM. This workflow removes repetitive data entry tasks by creating a one-to-one correlation between your MemberSpace profiles and your CRM contacts. Experience increased efficiency and consistency in your record-keeping, allowing you more time to concentrate on core business tasks.
- When this happens...Created Member Profile
Occurs when a new member profile is created (before joining a membership plan).
- automatically do this!Create Contact
Creates a new contact.
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Membership PlanRequired
Try ItCreated Member Profile
Occurs when a new member profile is created (before joining a membership plan).
Try ItEmail
FormRequired
Hook should trigger for actions taken by:Required
Try It
Membership PlanRequired
Try ItUpdated Member Profile
Occurs when a member has updated their account profile (e.g. name change, email change). Will automatically occur when the "New Membership" trigger occurs.
Try ItHook should trigger for actions taken by:Required
Try ItHook should trigger for actions taken by:Required
Try It
