Integrate MemberPress with Salesforce to automate your work

Start with Google for free

1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate MemberPress with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from MemberPress

A trigger is an event that starts your Zap and runs the workflow. For example, with MemberPress, a trigger could be "Course Completed."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected MemberPress to Salesforce

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect MemberPress to Salesforce with a Zapier template.

Our most popular template

Create Salesforce leads from new MemberPress signups
Premium
Details
Try it
Salesforce + MemberPress
Create Salesforce contacts from new MemberPress member signups
Premium
Details
Try it
MemberPress + Salesforce
Create Salesforce records for new MemberPress member signups
Premium
Details
Try it
MemberPress + Salesforce

Create Salesforce leads from new MemberPress signups

Premium

Details

Try it

Salesforce + MemberPress

Create Salesforce contacts from new MemberPress member signups

Premium

Details

Try it

MemberPress + Salesforce

Create Salesforce records for new MemberPress member signups

Premium

Details

Try it

MemberPress + Salesforce

Make work flow with AI

Level up your MemberPress to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Frequently Asked Questions about MemberPress + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with MemberPress and Salesforce

How do I start integrating MemberPress with Salesforce?

To start integrating MemberPress with Salesforce, you'll need to create a Zap by selecting MemberPress as the trigger app and Salesforce as the action app in your automation platform. After setting up your accounts and authentication, you can proceed to specify triggers and actions.

What types of triggers from MemberPress can be used for integration?

Common triggers from MemberPress include new member sign-up, membership cancellation, and subscription renewal. These can initiate various actions within Salesforce, such as creating a new contact or updating existing records.

Which actions can be performed in Salesforce when integrating with MemberPress?

In Salesforce, you can perform actions like creating or updating contacts, adding notes to existing records, or even generating tasks based on membership events in MemberPress.

Do I need any coding skills for this integration?

No coding skills are required. We provide an intuitive interface where you can select triggers and actions through simple dropdown menus without needing to write any code.

Can I customize the fields that are updated in Salesforce during integration?

Yes, our system allows you to map fields between MemberPress and Salesforce carefully. You can choose which specific fields should be updated when certain triggers occur.

Is it possible to test the integration before going live?

Absolutely. We provide testing options that allow you to simulate the trigger conditions in MemberPress and observe how data is transferred and recorded in Salesforce without affecting live data.

How do I troubleshoot issues in my MemberPress-Salesforce integration?

If issues arise, check our detailed log files for any errors or warnings during synchronization. We also offer comprehensive support documentation and a customer support team ready to assist with troubleshooting steps.

Connect MemberPress and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect MemberPress and Salesforce to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Course Completed
Triggers when a course is completed in MemberPress.
Trigger
Instant
Try It
Member Deleted
Triggers when a member is deleted from the system.
Trigger
Instant
Try It
Quiz Attempted
Triggers when a quiz is attempted on a MemberPress course.
Trigger
Instant
Try It
Subscription Expired
Triggers when a subscription expires.
Trigger
Instant
Try It
Transaction Completed
Triggers when a transaction has completed on MemberPress.
Trigger
Instant
Try It

Transaction Refunded
Triggers when any transaction is refunded.
Trigger
Instant
Try It
- Email
  Required
- Username
  Required
- First Name
- Last Name
- Password
- Transaction
- Send Welcome Email
- Send Password Email
- Address 1
- Address 2
- City
- State
- Zip
- Country
Action
Write

- Member
  Required
- Membership
  Required
- Transaction Number
- Amount
- Total
- Tax Amount
- Tax Rate
- Tax Description
- Coupon
- Status
  Required
- Response
- Gateway
- Subscription
- Created At
  Required
- Expires At
- Send Welcome Email
- Send Receipt Email
Action
Write
- Subscription ID
  Required
Action
Write
- Member ID
  Required
- Email
  Required
- Username
  Required
- First Name
- Last Name
- Password
- Address 1
- Address 2
- City
- State
- Zip
- Country
Action
Write
- Transaction ID
  Required
- Member
  Required
- Membership
  Required
- Transaction Number
- Amount
- Total
- Tax Amount
- Tax Rate
- Tax Description
- Coupon
- Status
  Required
- Response
- Gateway
- Subscription
- Created At
  Required
- Expires At
- Send Welcome Email
- Send Receipt Email
Action
Write
- Subscription Number
  Required
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
Try It
- History Object
  Required
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

Lesson Completed
Triggers when a lesson is completed on a MemberPress course.
Trigger
Instant
Try It
Member Signup Completed
Triggers when a new member completes the signup and their payment is accepted.
Trigger
Instant
Try It
Subscription Created
Triggers when a subscription is created.
Trigger
Instant
Try It
Subscription Stopped
Triggers when a subscription is canceled.
Trigger
Instant
Try It
Transaction Expired
Triggers when any transaction expires.
Trigger
Instant
Try It
- Valid Memberships
  Required
- Should Expire
- Should Start
- Expires On (required if 'Should Expire' is true)
- Starts On (required if 'Should Start' is true)
- Coupon Code
- Description
- Use On Upgrades
- Usage Amount
- Discount Type
- Discount Amount
- Discount Mode
- First Payment Discount Type
- First Payment Discount Amount
- Trial Days
- Trial Amount
Action
Write
- Member
  Required
- Membership
  Required
- Status
  Required
- Created At
  Required
- Subscription ID
- Response
- Gateway
- Coupon
- Price
- Tax Amount
- Tax Rate
- Tax Description
- Period
- Period Type
- Limit Cycles
- Limit Cycles Num
- Limit Cycles Action
- Trial
- Trial Days
- Trial Amount
- Total
- CC Last 4
- CC Exp Month
- CC Exp Year
Action
Write
- Coupon ID
  Required
Action
Write
- Transaction ID
  Required
Action
Write
- Subscription ID
  Required
- Member
  Required
- Membership
  Required
- Status
  Required
- Created At
  Required
- Subscription ID
- Response
- Gateway
- Coupon
- Price
- Tax Amount
- Tax Rate
- Tax Description
- Period
- Period Type
- Limit Cycles
- Limit Cycles Num
- Limit Cycles Action
- Trial
- Trial Days
- Trial Amount
- Total
- CC Last 4
- CC Exp Month
- CC Exp Year
Action
Write
- Email
  Required
Action
Search
- Transaction Number
  Required
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Note
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

Learn how to automate Salesforce on the Zapier blog

About MemberPress

MemberPress is an “all-in-one” membership and LMS plugin for WordPress that will help you generate recurring membership revenue from content like blogs, newsletters, online courses, digital downloads, podcasts, videos, and more.

Learn more Help

Related categories

WordPress

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect MemberPress to Salesforce on the world's largest no-code automation platform

Explore MemberPress + Salesforce Integrations

constant-contact

Integrate MemberPress with Salesforce to automate your work

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.