--- title: "Connect Paid Memberships Pro and Zoho CRM - APIANT.ai" description: "When \"Membership Level Changed\" fires in Paid Memberships Pro, your agent runs \"Add or update record (upsert)\" in Zoho CRM." canonical: "https://apiant.ai/connect/paid-memberships-pro-to-zoho-crm" --- # Connect Paid Memberships Pro and Zoho CRM When **Membership Level Changed** fires in [Paid Memberships Pro](https://apiant.ai/connections/paid-memberships-pro), your agent runs **Add or update record (upsert)** in [Zoho CRM](https://apiant.ai/connections/zoho-crm), or **New or updated record** in Zoho CRM to **Get order** in Paid Memberships Pro. Describe the whole flow and it is built, tested on every scenario and kept running. Paid Memberships Pro **2** triggers Paid Memberships Pro **13** actions Zoho CRM **2** triggers Zoho CRM **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Paid Memberships Pro and Zoho CRM to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Paid Memberships Pro and Zoho CRM can do together ### From Paid Memberships Pro to Zoho CRM - When **Membership Level Changed** in Paid Memberships Pro then **Add or update record (upsert)** in Zoho CRM - When **Order Added or Updated** in Paid Memberships Pro then **Add tag to record** in Zoho CRM ### From Zoho CRM to Paid Memberships Pro - When **New or updated record** in Zoho CRM then **Get order** in Paid Memberships Pro - When **New record** in Zoho CRM then **Change a User's Membership Level** in Paid Memberships Pro Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Paid Memberships Pro and Zoho CRM ## Triggers and actions 4 triggers · 26 actions - Trigger **Membership Level Changed** Triggers when a user's membership level is changed, returning the member's user details and the new level, status and modified date. - Trigger **Order Added or Updated** Triggers when an order is added in Paid Memberships Pro, or when one of the 50 most recent orders changes (for example its status or total). - Action **Add discount code** Creates a discount code in Paid Memberships Pro, or updates it if the code already exists, and returns the discount code record. - Action **Cancel a User's Membership Level** Cancels a specific membership level for a member, identified by user ID or email. - Action **Change a User's Membership Level** Changes a member's membership level, identified by user ID or email, and can create the WordPress user if they don't exist. Use level 0 to cancel their membership. - Action **Create a Membership Level Object** Creates a new membership level on your Paid Memberships Pro site, including its pricing, billing cycle, trial and expiration settings. - Action **Delete membership level** Deletes a membership level, removing all members from it and cancelling their subscriptions at the payment gateway. The site must allow DELETE requests on the Paid Memberships Pro REST API. - Action **Get discount code** Returns a discount code, including its usage limits, dates and level pricing, looked up by its code value. - Action **Get membership level** Returns a membership level's full details, including pricing, billing cycle and expiration settings. - Action **Get order** Returns a membership order, including billing details, totals, payment gateway and status, by its order code. - Action **Get user's membership level** Returns the current membership level of a WordPress user, looked up by user ID or email. - Action **List membership levels** Returns all membership levels on your Paid Memberships Pro site, including inactive levels. - Action **List recent orders** Returns the most recently added or updated membership orders on your site, newest first. - Action **List user's membership levels** Returns every membership level a member currently holds, looked up by their WordPress user ID or email address. - Action **Update membership level** Updates an existing membership level's name, pricing, billing cycle, trial and expiration settings, and returns the updated level. - Trigger **New or updated record** Fires when a record is created or updated in the specified Zoho CRM module. Polls newest-first by Modified Time. - Trigger **New record** Fires when a new record is created in the specified Zoho CRM module. Polls newest-first by Created Time. - Action **Add note** Adds a note to a record in any supported Zoho CRM module. - Action **Add or update record (upsert)** Insert a record, or update it if a duplicate is found, in the specified Zoho CRM module. - Action **Add tag to record** Add one or more tags (comma-separated names) to a record in the specified module. - Action **Convert lead** Convert a lead into a contact, account, and optionally a deal. Pass conversion options (e.g. Deals, assign_to) as the Conversion object. - Action **Create record** Create a new record in the specified Zoho CRM module. - Action **Delete record** Delete a record by ID from the specified Zoho CRM module. - Action **Find records** Search for records in a module using Zoho CRM criteria, e.g. (Email:equals:foo@bar.com). Returns up to 200 matching records. - Action **Get record** Retrieve a single record by ID from the specified Zoho CRM module. - Action **List notes** Lists notes across all records in Zoho CRM (requires an administrator profile). - Action **List users** Retrieves users in the Zoho CRM organization, optionally filtered by user type or IDs. - Action **Query records (COQL)** Run a Zoho CRM Object Query Language (COQL) SELECT statement and return the matching records. - Action **Remove tag from record** Remove one or more tags (comma-separated names) from a record in the specified module. - Action **Update record** Update an existing record by ID in the specified Zoho CRM module. ## Each app on its own - [ **Paid Memberships Pro** PMPro plugin helps you start, manage, & grow a membership site on WordPress.](https://apiant.ai/connections/paid-memberships-pro) - [ **Zoho CRM** Zoho CRM makes it easy to get the complete picture of your sales cycle and stay on top of your business...](https://apiant.ai/connections/zoho-crm) Reviews ## What our customers say ## More from Paid Memberships Pro - [ **Paid Memberships Pro to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/paid-memberships-pro-to-salesforce) - [ **Paid Memberships Pro to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/paid-memberships-pro-to-slack) - [ **Paid Memberships Pro to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/paid-memberships-pro-to-stripe) - [ **Paid Memberships Pro to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/paid-memberships-pro-to-shopify) - [ **Paid Memberships Pro to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/paid-memberships-pro-to-quickbooks-online) - [ **Paid Memberships Pro to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/paid-memberships-pro-to-pipedrive) ## More into Zoho CRM - [ **HubSpot to Zoho CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-crm) - [ **Salesforce to Zoho CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-crm) - [ **Slack to Zoho CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-crm) - [ **Google Sheets to Zoho CRM** Google Sheets](https://apiant.ai/connect/google-sheets-to-zoho-crm) - [ **Gmail to Zoho CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoho-crm) - [ **Google Calendar to Zoho CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoho-crm) Questions ## Paid Memberships Pro and Zoho CRM, answered ### ### What can start an automation from Paid Memberships Pro? Any of Paid Memberships Pro's 2 triggers in the catalog, including Membership Level Changed and Order Added or Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Zoho CRM when something happens in Paid Memberships Pro? Any of Zoho CRM's 13 actions, including Create record, Update record, Add note and Add or update record (upsert). Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zoho CRM to Paid Memberships Pro? Yes. When something happens in Zoho CRM, your agent can act in Paid Memberships Pro too. This page covers both directions: Zoho CRM's triggers and Paid Memberships Pro's actions are listed here as well. ### ### Do I have to build a connector for Paid Memberships Pro or Zoho CRM? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Paid Memberships Pro and Zoho CRM without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.