Join It integration with Zoho CRM
How to Create Zoho CRM module entries from new Join It memberships
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create Zoho CRM module entries from new Join It memberships" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Join It integrations
Join It actions
Nekton can use any feature that is available in Join It API.
Using our advanced AI, you can easily create custom automations for Join It.
Here are some typical actions you can do in your automated workflows.
Memberships All
Triggers on all membership events
Memberships Inactive
Triggers when a membership goes into an inactive status (canceled or expired).
Memberships Updated
Triggers when the information associated with a Memberships is updated.
Memberships Created
Triggers when a new membership is created.
Memberships Renewal
Triggers when a Membership is renewed.
Payments Created
Triggers when a new Payment is created
About Join It
Join It provides simple membership management for growing organizations