EngageBay CRM + MemberPress Integration

Integrate EngageBay CRM to MemberPress in one click, or tell Integrately AI how you want each contact handled. Sync your memberships, update your CRM records, alert your team, and trigger follow-up communications automatically.

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1.
  • EngageBay CRM
    Contact is created in EngageBay CRM
  • EngageBay CRM
    Contact is updated in EngageBay CRM
  • EngageBay CRM
    Owner is created in EngageBay CRM
  • EngageBay CRM
    Deal is created in EngageBay CRM
  • EngageBay CRM
    Deal is updated in EngageBay CRM
  • EngageBay CRM
    Form is submitted in EngageBay CRM
  • EngageBay CRM
    List is created in EngageBay CRM
  • EngageBay CRM
    Company is created in EngageBay CRM
  • EngageBay CRM
    Company is updated in EngageBay CRM
  • MemberPress
    Member is added in MemberPress Instant
  • MemberPress
    Member account info is updated in MemberPress Instant
  • MemberPress
    Subscription is created in MemberPress Instant
  • MemberPress
    Subscription is expired in MemberPress Instant
  • MemberPress
    Subscription is stopped in MemberPress Instant
  • MemberPress
    Subscription is downgraded to non-recurring in MemberPress Instant
  • MemberPress
    Subscription is resumed in MemberPress Instant
  • MemberPress
    Subscription is paused in MemberPress Instant
  • MemberPress
    Subscription is downgraded to recurring in MemberPress Instant
  • MemberPress
    Subscription is upgraded in MemberPress Instant
  • MemberPress
    Subscription is downgraded in MemberPress Instant
  • MemberPress
    Subscription is upgraded to non-recurring in MemberPress Instant
  • MemberPress
    Subscription is upgraded to recurring in MemberPress Instant
  • MemberPress
    Reminder before subscription is expired in MemberPress Instant
  • MemberPress
    Reminder after subscription is expired in MemberPress Instant
  • MemberPress
    Reminder before subscription is due for renewal in MemberPress Instant
  • MemberPress
    Member signup is completed in MemberPress Instant
  • MemberPress
    Member is logged in in MemberPress Instant
  • MemberPress
    Member is deleted in MemberPress Instant
  • MemberPress
    Member signup is abandoned in MemberPress Instant
  • MemberPress
    Member is registered in MemberPress Instant
  • MemberPress
    Transaction is completed in MemberPress Instant
  • MemberPress
    Transaction is expired in MemberPress Instant
  • MemberPress
    Recurring transaction is completed in MemberPress Instant
  • MemberPress
    Transaction is refunded in MemberPress Instant
  • MemberPress
    Transaction is failed in MemberPress Instant
  • MemberPress
    Recurring transaction is failed in MemberPress Instant
  • MemberPress
    Recurring transaction is expired in MemberPress Instant
  • MemberPress
    Renewal transaction is completed in MemberPress Instant
  • MemberPress
    Non-recurring transaction is completed in MemberPress Instant
  • MemberPress
    Non-recurring transaction is expired in MemberPress Instant
  • MemberPress
    Sub account is added in MemberPress Instant
  • MemberPress
    Reminder after credit card is expired in MemberPress Instant
  • MemberPress
    Reminder before credit card is expired in MemberPress Instant
  • MemberPress
    Sub account is removed in MemberPress Instant
  • MemberPress
    Offline payment is pending in MemberPress Instant
  • MemberPress
    Offline payment is completed in MemberPress Instant
  • MemberPress
    Offline payment is refunded in MemberPress Instant
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2.
  • EngageBay CRM
    Create a contact in EngageBay CRM
  • EngageBay CRM
    Update contact in EngageBay CRM
  • EngageBay CRM
    Search contact by email in EngageBay CRM
  • EngageBay CRM
    Add tag to a contact in EngageBay CRM
  • EngageBay CRM
    Remove tag from contact in EngageBay CRM
  • EngageBay CRM
    Search contact in EngageBay CRM
  • EngageBay CRM
    Add contact to a form in EngageBay CRM
  • EngageBay CRM
    Create a company in EngageBay CRM
  • EngageBay CRM
    Search company in EngageBay CRM
  • MemberPress
    Create member in MemberPress
  • MemberPress
    Update member in MemberPress
  • MemberPress
    Create subscription in MemberPress
  • MemberPress
    Update subscription in MemberPress
  • MemberPress
    Delete subscription in MemberPress
  • MemberPress
    Create transaction in MemberPress
  • MemberPress
    Update transaction in MemberPress
  • MemberPress
    Search member in MemberPress
  • MemberPress
    Create membership in MemberPress
  • MemberPress
    Create rule in MemberPress
  • MemberPress
    Update membership in MemberPress
  • MemberPress
    Create coupon in MemberPress
  • MemberPress
    Update coupon in MemberPress
  • MemberPress
    Update rule in MemberPress
  • MemberPress
    Search subscriptions by member Id in MemberPress
  • MemberPress
    Delete member in MemberPress

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Ready Workflows Ready Workflows for EngageBay CRM + MemberPress Integration

Capture new contacts, create members, keep accounts updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
MemberPress + EngageBay CRM Integration

Create EngageBay CRM contact for new MemberPress order

If you're using MemberPress to process payments on your website, you'll want to keep in mind that when a customer's order is created, a corresponding contact should also be created in EngageBay CRM.

This will ensure that all future correspondence with the customer is tracked and attributed to that contact, making it easy to keep track of communications and transactions. In addition, automating this process will help ensure accuracy and efficiency.
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Connect more apps to your EngageBay CRM + MemberPress flow

Sync your membership data and CRM leads with external tools to streamline billing, communication, and tracking across your team. Pick a combination and activate it in one click.

EngageBay CRM
MemberPress
+
StripeStripe (4)
+
SlackSlack (4)
+
MailchimpMailchimp (3)
+
ZoomZoom (3)
+
Google DriveGoogle Drive (3)
+
Google SheetsGoogle Sheets (3)
M
S
E
Create a Stripe customer for every completed MemberPress transaction, and save a contact in EngageBay CRM
Completed MemberPress transactions instantly generate a Stripe customer and create a contact in EngageBay CRM, keeping your billing and sales platforms aligned.
M
S
E
Create a Stripe invoice when a MemberPress subscription is created, and add a tag in EngageBay CRM
New MemberPress subscriptions trigger a Stripe invoice and add a qualifying tag in EngageBay CRM without manual effort.
M
E
S
When a MemberPress transaction is refunded, update the contact in EngageBay CRM and record it in Stripe
Refunded MemberPress transactions automatically update your EngageBay CRM contact records and reflect in Stripe.
M
C
S
E
Use ChatGPT to summarise refunded MemberPress transactions, update Stripe, and tag contacts in EngageBay CRM
ChatGPT analyses refunded MemberPress transactions, updates Stripe, and adds relevant tags in EngageBay CRM.

Supported triggers and actions for EngageBay CRM and MemberPress

Mix and match to build the exact automation you need

EngageBay CRM
EngageBay CRM Triggers & Actions
Contact is created in EngageBay CRM
Triggers the automation when a new contact is created
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Contact is updated in EngageBay CRM
Triggers the automation when a contact is updated
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Owner is created in EngageBay CRM
Triggers the automation when a new owner is created
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Deal is created in EngageBay CRM
Triggers the automation when a deal is created
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Deal is updated in EngageBay CRM
Triggers the automation when a deal is updated
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Form is submitted in EngageBay CRM
Triggers the automation when a form is filled
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List is created in EngageBay CRM
Triggers the automation when a new list is created
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Company is created in EngageBay CRM
Triggers the automation when a new company is created
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Company is updated in EngageBay CRM
Triggers the automation when a company is updated
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Create a contact in EngageBay CRM
Adds a new contact to the contact list
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Update contact in EngageBay CRM
Updates contact information with new details
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Search contact by email in EngageBay CRM
Finds and retrieves contact information using their email address
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Add tag to a contact in EngageBay CRM
Adds a tag to a contact
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Remove tag from contact in EngageBay CRM
Untag the contact
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Search contact in EngageBay CRM
Finds and retrieves contact information
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Add contact to a form in EngageBay CRM
Adds a new contact to a form
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Create a company in EngageBay CRM
Creates a new company record
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Search company in EngageBay CRM
Finds information about a company
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MemberPress
MemberPress Triggers & Actions
Instant
Member is added in MemberPress
Triggers the automation when a new member is added
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Instant
Member account info is updated in MemberPress
Triggers the automation when the account information of a member is updated
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Instant
Subscription is created in MemberPress
Triggers the automation when a new subscription is created
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Instant
Subscription is expired in MemberPress
Triggers the automation when a subscription is expired
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Instant
Subscription is stopped in MemberPress
Triggers the automation when a subscription is stopped
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Instant
Subscription is downgraded to non-recurring in MemberPress
Triggers the automation when a subscription is downgraded to non-recurring
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Instant
Subscription is resumed in MemberPress
Triggers the automation when a subscription is resumed
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Instant
Subscription is paused in MemberPress
Triggers the automation when a subscription is paused
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Instant
Subscription is downgraded to recurring in MemberPress
Triggers the automation when a subscription is downgraded to recurring
Try it →
Instant
Subscription is upgraded in MemberPress
Triggers the automation when a subscription is updated
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Instant
Subscription is downgraded in MemberPress
Triggers the automation when a subscription is downgraded
Try it →
Instant
Subscription is upgraded to non-recurring in MemberPress
Triggers the automation when a subscription is upgraded to non-recurring
Try it →
Instant
Subscription is upgraded to recurring in MemberPress
Triggers the automation when a subscription is upgraded to recurring
Try it →
Instant
Reminder before subscription is expired in MemberPress
Triggers the automation when a reminder is sent before a subscription expires
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Instant
Reminder after subscription is expired in MemberPress
Triggers the automation when a reminder is sent after a subscription expires
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Instant
Reminder before subscription is due for renewal in MemberPress
Triggers the automation when a reminder is sent before a subscription is due for renewal
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Instant
Member signup is completed in MemberPress
Triggers the automation when a member completes the signup process
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Instant
Member is logged in in MemberPress
Triggers the automation when a member logs in
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Instant
Member is deleted in MemberPress
Triggers the automation when any member is removed from the system
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Instant
Member signup is abandoned in MemberPress
Triggers the automation when a member does not complete the signup process
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Instant
Member is registered in MemberPress
Triggers the automation when a new member is registered
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Instant
Transaction is completed in MemberPress
Triggers the automation when a transaction is successfully completed
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Instant
Transaction is expired in MemberPress
Triggers the automation when a transaction expires
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Instant
Recurring transaction is completed in MemberPress
Triggers the automation when a recurring transaction is completed
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Instant
Transaction is refunded in MemberPress
Triggers the automation when a transaction is refunded
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Instant
Transaction is failed in MemberPress
Triggers the automation when a transaction fails
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Instant
Recurring transaction is failed in MemberPress
Triggers the automation when a recurring transaction fails
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Instant
Recurring transaction is expired in MemberPress
Triggers the automation when a recurring transaction expires
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Instant
Renewal transaction is completed in MemberPress
Triggers the automation when a renewal transaction is completed
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Instant
Non-recurring transaction is completed in MemberPress
Triggers the automation when a non-recurring transaction is completed
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Instant
Non-recurring transaction is expired in MemberPress
Triggers the automation when a non-recurring transaction expires
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Instant
Sub account is added in MemberPress
Triggers the automation when a new sub-account is created
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Instant
Reminder after credit card is expired in MemberPress
Triggers the automation when a reminder is sent after a credit card expires
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Instant
Reminder before credit card is expired in MemberPress
Triggers the automation when a reminder is sent before a credit card expires
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Instant
Sub account is removed in MemberPress
Triggers the automation when a sub-account is removed
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Instant
Offline payment is pending in MemberPress
Triggers the automation when a payment remains due in offline mode
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Instant
Offline payment is completed in MemberPress
Triggers the automation when a payment is successfully processed in offline mode
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Instant
Offline payment is refunded in MemberPress
Triggers the automation when a paymentmade in offline mode is refunded
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Create member in MemberPress
Adds a new member to the system
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Update member in MemberPress
Updates a member's information
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Create subscription in MemberPress
Enrolls users in a subscription service
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Update subscription in MemberPress
Updates the subscription details
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Delete subscription in MemberPress
Cancel a user's subscription
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Create transaction in MemberPress
Creates a new transaction
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Update transaction in MemberPress
Updates transaction details
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Search member in MemberPress
Searches for a member with
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Create membership in MemberPress
Generates and establish new membership accounts for users
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Create rule in MemberPress
Generates a preset rule based on particular criteria
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Update membership in MemberPress
Updates membership details for all users
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Create coupon in MemberPress
Generates a discount code for a new promotional offer
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Update coupon in MemberPress
Updates coupon information
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Update rule in MemberPress
Modify existing rules based on changes
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Search subscriptions by member Id in MemberPress
Searches for subscriptions by member id
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Delete member in MemberPress
Removes a member from the system
Try it →

What can you automate with EngageBay CRM + MemberPress?

Streamline your membership management and sales pipeline by automating routine data transfers between EngageBay CRM and MemberPress.

What you can automate?
🔄
Sync new CRM contacts to membership accounts
Automatically create a MemberPress member whenever a new contact or lead is added in EngageBay CRM. Eliminate manual user provisioning and speed up client onboarding.
📝
Capture every submitted form field
Map all custom form submissions and contact details from EngageBay CRM directly into MemberPress user profiles. Ensure your member accounts contain complete information.
🔔
Alert your team instantly on subscription updates
Notify your sales or support team in Slack the moment a subscription is created, upgraded, or expired in MemberPress. Keep everyone aligned on customer status.
🔀
Route records based on membership tier
Apply conditional logic to handle different subscription levels appropriately, updating contact tags in EngageBay CRM or routing notifications to specialized teams.
🔄
Keep contact records up to date
Automatically update existing contact information in EngageBay CRM whenever a member modifies their account details in MemberPress.
🔍
Search and prevent duplicate contacts
Search for existing contacts by email in EngageBay CRM before creating new entries, ensuring your database remains clean and free of duplicates.
💳
Handle subscription renewals and failures
Trigger automated workflows when transactions are completed, refunded, or failed in MemberPress, keeping your CRM deal stages accurate.
📈
Extend your workflow to external apps
Connect your EngageBay CRM and MemberPress automation with Stripe, Slack, or Google Sheets to log transactions and notify stakeholders effortlessly.
And much more...

Who is EngageBay CRM + MemberPress integration for?

Connecting EngageBay CRM and MemberPress helps membership site owners, sales teams, and customer success managers streamline lead management and membership tracking without manual data entry.

Performance analysts and data managers
Performance analysts and data managers
Customer support leads
Customer support leads
Account managers and agency owners
Account managers and agency owners
Membership site administrators
Membership site administrators
Sales representatives
Sales representatives
Operations leads
Operations leads
📈
Performance analysts and data managers
You report on membership revenue and CRM pipelines, but your tracking data is always delayed because entries are added by hand — automating both apps means every transaction and contact update syncs instantly and your reports stay current.
⚡
Customer support leads
You need to act fast when membership subscriptions expire or fail, but you find out too late to prevent churn — integrating these apps means subscription changes alert your team instantly and client retention improves.
📊
Account managers and agency owners
You answer to clients who want to see membership progress and onboarding status in real time, but manual updates create bottlenecks — this integration means every new member and deal stage updates automatically across your systems.
👥
Membership site administrators
The volume of new signups is too high for anyone to keep up by hand, leading to missed accounts and delayed access — automating both apps means every signup provisions accounts and updates CRM records without manual effort.
💼
Sales representatives
You own the outreach step and depend on marketing to hand over qualified leads from membership forms, but handover delays cost deals — connecting these apps means form submissions and new contacts flow directly into your sales pipeline.
🗂️
Operations leads
You need a reliable customer history across sales and membership platforms, but manual data entry leaves frequent gaps — this integration means every transaction, subscription event, and contact record is logged accurately.
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Why choose Integrately to automate EngageBay CRM + MemberPress

Build and manage your EngageBay CRM + MemberPress automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect EngageBay CRM + MemberPress with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Frequently Asked Questions

How do I connect EngageBay CRM to MemberPress?
Frequently Asked Questions
You can connect EngageBay CRM to MemberPress instantly using 1-click ready workflows on Integrately, or use Integrately AI to build custom automations with Stripe, Slack, and Google Sheets.
Can I automatically create a MemberPress member when a contact is added in EngageBay CRM?
Frequently Asked Questions
Can I connect EngageBay CRM, MemberPress, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for EngageBay CRM and MemberPress?
Frequently Asked Questions
How does EngageBay CRM handle contact updates during membership changes?
Frequently Asked Questions
How does MemberPress handle transaction events with EngageBay CRM?
Frequently Asked Questions
Do I need coding skills to automate EngageBay CRM and MemberPress?
Frequently Asked Questions
Is the EngageBay CRM and MemberPress integration free?
Frequently Asked Questions
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You Can Also Connect EngageBay CRM or MemberPress With 1500+ Other Apps

EngageBay CRM
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Connect EngageBay CRM to marketing, analytics, and customer support tools to track leads and close deals faster.
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MemberPress
Popular MemberPress Integrations
Sync MemberPress with invoicing, community, and email marketing apps to enhance your membership site experience.
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