Membership Management for Zoho CRM

Zoho CRM is among the most popular CRMs for small and medium sized businesses. It's much more simple to set up and use than some of the more complex CRMs that are intended for large enterprises - so it's no surprise that some Organizations will sync all of their membership data from Join It to Zoho CRM.

Flexible Set Up

The integrations between Zoho CRM and Join It is facilitated by Zapier, which means you can customize the connection to meet your specific needs.

Choose from multiple trigger events in Join It, to initiate the action in your connected Zoho CRM:

• When a new Membership is Created
• When a Membership is Updated
• When a Membership is Renewed
• When a Membership goes to an Inactive status

Customization is done within Zapier using their visual editor and it makes a complex task much simpler!

Instant Syncing

The integration is built so that updates in Join It are instantly synced, so there's no more worrying about whether your latest 'batch' has been processed.

As soon as the Membership is created/updated in Join It, that information is instantly pushed into your Zoho CRM.