WishList Member + Salesforce Integration

Integrate Salesforce to WishList Member in one click, or tell Integrately AI how you want each member handled. Track membership levels, create and update contacts, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • WishList Member
    Member is added to level in WishList Member Instant
  • WishList Member
    Member is removed from level in WishList Member Instant
  • WishList Member
    Member is cancelled from level in WishList Member Instant
  • WishList Member
    Member is uncancelled from level in WishList Member Instant
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.
  • WishList Member
    Add member in WishList Member
  • WishList Member
    Add member to level in WishList Member
  • WishList Member
    Search member in WishList Member
  • WishList Member
    Remove member from level in WishList Member
  • WishList Member
    Cancel member from level in WishList Member
  • WishList Member
    Get member details by ID in WishList Member
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

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Ready Workflows Ready Workflows for Salesforce + WishList Member Integration

Sync membership levels to Salesforce contacts, update subscriptions, keep records current, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Salesforce + WishList Member Integration

Create WishList Member contact for new Salesforce record

Are you tired of manually creating WishList Member contact for every new Salesforce record? Well, there's a better way! With our new automation, you can automatically create WishList Member contact for new Salesforce records.

That means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.

So why wait? Install this automation today and start enjoying the benefits of automatic WishList Member {{action.Contact} creation!
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Salesforce + WishList Member Integration

Create WishList Member contact for new Salesforce contact

If you're using Salesforce to manage your sales leads, it's important to also use WishList Member to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Salesforce, a corresponding contact will automatically be created in WishList Member.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Salesforce + WishList Member flow

Capture member data, notify your team across channels, and trigger automated follow-ups instantly. Pick a combination and activate it in one click.

WishList Member
Salesforce
+
WordPressWordPress (3)
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
ZoomZoom (3)
+
Google SheetsGoogle Sheets (3)
W
S
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When a member is added to a level in WishList Member, create a record in Salesforce and create a user in WordPress
New WishList Member signups instantly appear in Salesforce as contacts and receive a user account in WordPress.
S
W
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When a contact is created in Salesforce, add the member in WishList Member and update the user in WordPress
Salesforce contacts automatically gain access to WishList Member levels and have their WordPress details updated.
W
S
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When a member is cancelled from a level in WishList Member, update the record in Salesforce and update the user in WordPress
Cancelled memberships instantly update your Salesforce records and adjust user access in WordPress.

Supported triggers and actions for WishList Member and Salesforce

Mix and match to build the exact automation you need

WishList Member
WishList Member Triggers & Actions
Instant
Member is added to level in WishList Member
Triggers the automation when user is granted access to a new membership level
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Instant
Member is removed from level in WishList Member
Triggers the automation when a member is cancelled from a level
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Instant
Member is cancelled from level in WishList Member
Triggers the automation when access to a membership level has been terminated
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Instant
Member is uncancelled from level in WishList Member
Triggers the automation when access to a previously canceled membership level has been restored
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Add member in WishList Member
Adds a new member to the particular group or team
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Add member to level in WishList Member
Adds a new member to a level
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Search member in WishList Member
Searches for a member with
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Remove member from level in WishList Member
Removes a member from a particular level
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Cancel member from level in WishList Member
Removes a member from a particular level
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Get member details by ID in WishList Member
Retrieves a member's data based on their id
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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Create record in Salesforce
Generates a new record
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Get records by ID in Salesforce
Retrieves a record based on its id
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
Try it →

What can you automate with Salesforce + WishList Member? playroom

Streamline your membership management by connecting Salesforce and WishList Member workflows.

What you can automate?
🔄
Sync new members to your CRM
Automatically create a contact in Salesforce whenever a member is added to a level in WishList Member. Keep your customer database fully up to date without manual copy-pasting.
📋
Capture every membership detail
Map all submitted member fields from WishList Member straight into your Salesforce records. Ensure your sales and support teams have complete context on every subscriber.
🔔
Alert your team immediately
Notify your staff in real time whenever a high-value subscription or cancellation occurs. Ensure rapid internal response and proactive customer care.
🔀
Route members based on subscription tier
Take different automated actions depending on which WishList Member level a user joins. Assign specific Salesforce lead ownership based on membership criteria.
📈
Keep records updated as data changes
Automatically update existing Salesforce contacts whenever membership details or subscription statuses change in WishList Member. Prevent outdated records from cluttering your CRM.
🛡️
Prevent duplicate entries
Search existing records before creating new ones to avoid cluttering Salesforce with duplicate contacts. Maintain clean, reliable data across both platforms.
⚠️
Handle cancellations and status changes
Instantly update Salesforce records when a member is cancelled or uncancelled from a level in WishList Member. Keep customer lifecycle tracking accurate.
💬
Extend flows to Slack and Google Sheets
Connect your core Salesforce and WishList Member workflow to Google Sheets or Slack for enhanced reporting and team communication. Build multi-step automations effortlessly.
And much more...

Who is Salesforce + WishList Member integration for?

Membership site managers, sales teams, and operations specialists rely on this integration to eliminate manual data entry and keep customer records synchronized.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Client success managers
Client success managers
Operations coordinators
Operations coordinators
Finance specialists
Finance specialists
System administrators
System administrators
📈
Performance marketers
You're tracking membership conversions in Salesforce but your analytics reports only update when someone manually exports member data, so the row counts you're optimising against are always a few hours behind — with this integration, every new member record lands in your database instantly and your data stays current.
Sales development reps
You need to follow up with high-value signups immediately, but you find out about new WishList Member subscriptions too late because member lists sit unwatched in WordPress — this integration means every new signup creates a Salesforce contact instantly so you can reach out while interest is peak.
🤝
Client success managers
You answer to stakeholders who want real-time visibility into membership growth, but manual cross-referencing between platforms leaves gaps in your client reports — automating both apps means every cancellation and signup updates your Salesforce dashboard without manual intervention.
📊
Operations coordinators
The volume of daily membership signups is too high for anyone to keep up by hand, leading to missed account creations and broken subscriber lists — with this integration, every level change triggers immediate updates across your CRM and membership platform.
💼
Finance specialists
You own the billing review step and depend on membership data to reconcile accounts, but manual handoffs between systems create discrepancies in your ledgers — this integration means every membership tier change flows straight into your financial records without delay.
🔍
System administrators
You need a reliable customer history in Salesforce, but manual data imports keep leaving missing contact fields and broken records — this integration means every member profile is created and updated accurately from day one.
Our team

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Why choose Integrately to automate WishList Member + Salesforce

Build and manage your WishList Member + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect WishList Member + Salesforce 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 Salesforce to WishList Member?
Frequently Asked Questions
You can connect Salesforce to WishList Member easily using 1-click automations on Integrately. Choose from pre-built templates or ask Integrately AI to build your custom workflow. It connects seamlessly with apps like WordPress, Slack, and Google Sheets.
Can I automatically sync new WishList Member signups to Salesforce contacts?
Frequently Asked Questions
Can I connect Salesforce, WishList Member, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Salesforce and WishList Member?
Frequently Asked Questions
How are Salesforce records updated when membership levels change?
Frequently Asked Questions
Can I track membership cancellations in Salesforce automatically?
Frequently Asked Questions
Do I need coding skills to automate Salesforce and WishList Member?
Frequently Asked Questions
Is the Salesforce and WishList Member integration free?
Frequently Asked Questions
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You Can Also Connect Salesforce or WishList Member With 1500+ Other Apps

Salesforce
Popular Salesforce Integrations
Connect Salesforce to CRMs, email tools, and analytics platforms to manage and follow up on your customer data.
WishList Member
Popular WishList Member Integrations
Sync WishList Member with membership tools, billing platforms, and communication apps to keep your site running smoothly.