Wild Apricot + Zoho CRM Integration

Integrate Wild Apricot to Zoho CRM in one click, or tell Integrately AI how you want each contact handled. Sync member details, update your CRM records, and trigger follow-ups instantly.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Wild Apricot
    Membership is lapsed in Wild Apricot Instant
  • Wild Apricot
    Membership is created in Wild Apricot Instant
  • Wild Apricot
    Contact is created in Wild Apricot
  • Wild Apricot
    Event registration is created in Wild Apricot
  • Wild Apricot
    Payment is created or updated in Wild Apricot
  • Wild Apricot
    Invoice is created in Wild Apricot
  • Wild Apricot
    Audit log item is created in Wild Apricot
  • Wild Apricot
    Refund is Created or updated in Wild Apricot
  • Zoho CRM
    Contact is created in Zoho CRM
  • Zoho CRM
    Contact is updated in Zoho CRM
  • Zoho CRM
    Module entry is created/updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is added in Zoho CRM Instant
  • Zoho CRM
    Lead is created in Zoho CRM
  • Zoho CRM
    Lead is updated in Zoho CRM
  • Zoho CRM
    User is created in Zoho CRM
Arrow Right
2.
  • Wild Apricot
    Get membership by ID in Wild Apricot
  • Wild Apricot
    Create contact in Wild Apricot
  • Wild Apricot
    Search contact in Wild Apricot
  • Wild Apricot
    Update contact in Wild Apricot
  • Wild Apricot
    Delete contact in Wild Apricot
  • Wild Apricot
    Create event in Wild Apricot
  • Wild Apricot
    Clone event in Wild Apricot
  • Wild Apricot
    Create event registration in Wild Apricot
  • Wild Apricot
    Create event registration type in Wild Apricot
  • Wild Apricot
    Check-in event attendee in Wild Apricot
  • Wild Apricot
    Create invoice in Wild Apricot
  • Zoho CRM
    Create or Update Lead in Zoho CRM
  • Zoho CRM
    Add attachment in Zoho CRM
  • Zoho CRM
    Create module entry in Zoho CRM
  • Zoho CRM
    Create or Update Module Entry in Zoho CRM
  • Zoho CRM
    Update module entry in Zoho CRM
  • Zoho CRM
    Search module entry in Zoho CRM
  • Zoho CRM
    Get module entry by Id in Zoho CRM
  • Zoho CRM
    Create or Update Contact in Zoho CRM
  • Zoho CRM
    Search contact in Zoho CRM
  • Zoho CRM
    Convert lead in Zoho CRM
  • Zoho CRM
    Search lead in Zoho CRM
  • Zoho CRM
    Add note to module entry in Zoho CRM
  • Zoho CRM
    Add tag in Zoho CRM

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Ready Workflows Ready Workflows for Wild Apricot + Zoho CRM Integration

Capture new member signups, update contact records in your CRM, track event registrations, and sync payment details, all in just one click.

Most popular automationsmost-popular-automations
Wild Apricot + Zoho CRM Integration

Create Zoho CRM module for new Wild Apricot contact

When a new contact is created in your Wild Apricot, you can automatically create a module for them in your Zoho CRM. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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Zoho CRM + Wild Apricot Integration

Create Wild Apricot contact for new Zoho CRM module

Automatically creating Wild Apricot contact records for new Zoho CRM module entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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  • 1of2
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 Wild Apricot + Zoho CRM flow

Extend your automation pipeline to handle email marketing, financial records, and team notifications. Pick a combination and activate it in one click.

Wild Apricot
Zoho CRM
+
MailchimpMailchimp (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
StripeStripe (3)
+
EventbriteEventbrite (3)
+
Google CalendarGoogle Calendar (3)
+
SlackSlack (3)
W
Z
M
Add every new Wild Apricot contact to Zoho CRM, and subscribe them in Mailchimp.
New Wild Apricot contacts appear in Zoho CRM and Mailchimp simultaneously, so your marketing lists and CRM stay perfectly aligned.
W
Z
M
When a Wild Apricot membership lapses, update Zoho CRM and remove the tag in Mailchimp.
Lapsed members in Wild Apricot instantly update your Zoho CRM records and adjust your active Mailchimp tags.
W
Z
M
Use ChatGPT to segment new Wild Apricot contacts, update Zoho CRM, and add them to Mailchimp.
ChatGPT analyses new Wild Apricot contacts before updating Zoho CRM and placing them into targeted Mailchimp segments.

Supported triggers and actions for Wild Apricot and Zoho CRM

Mix and match to build the exact automation you need

Wild Apricot
Wild Apricot Triggers & Actions
Instant
Membership is lapsed in Wild Apricot
Activates when a member's subscription expires
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Instant
Membership is created in Wild Apricot
Triggers the automation when a membership is created
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Contact is created in Wild Apricot
Triggers the automation when a new contact is created
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Event registration is created in Wild Apricot
Triggers the automation when someone registers for any event
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Payment is created or updated in Wild Apricot
Triggers the automation when a payment is created or updated
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Invoice is created in Wild Apricot
Triggers the automation when any invoice is added or modified
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Audit log item is created in Wild Apricot
Triggers the automation when a new record is added to the audit log
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Refund is Created or updated in Wild Apricot
Triggers the automation when a refund is created or updated
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Get membership by ID in Wild Apricot
Retrieves membership details using a unique identifier
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Create contact in Wild Apricot
Adds a new contact to the database
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Search contact in Wild Apricot
Finds and retrieves contact information
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Update contact in Wild Apricot
Updates contact information with new details
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Delete contact in Wild Apricot
Removes a contact from the address book
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Create event in Wild Apricot
Adds a new contact to the contact list
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Clone event in Wild Apricot
Creates a duplicate of an existing board with all settings and elements
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Create event registration in Wild Apricot
Registers a participant for an event
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Create event registration type in Wild Apricot
Defines a new type of event registration
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Check-in event attendee in Wild Apricot
Check-in the attendee to a event
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Create invoice in Wild Apricot
Generates invoices for sales transactions
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Zoho CRM
Zoho CRM Triggers & Actions
Contact is created in Zoho CRM
Triggers the automation when a new contact is created
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Contact is updated in Zoho CRM
Triggers the automation when a contact is updated
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Instant
Module entry is created/updated in Zoho CRM
Triggers the automation when a module entry is created or updated
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Instant
Module entry is updated in Zoho CRM
Triggers the automation when any module entry is modified
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Instant
Module entry is added in Zoho CRM
Triggers the automation when a new entry is added to a module
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Lead is created in Zoho CRM
Triggers the automation when a new lead is created
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Lead is updated in Zoho CRM
Triggers the automation when the lead information is updated
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User is created in Zoho CRM
Triggers the automation when a new user is created
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Create or Update Lead in Zoho CRM
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Add attachment in Zoho CRM
Adds an attachment to an email or message
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Create module entry in Zoho CRM
Creates a new entry in a module
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Create or Update Module Entry in Zoho CRM
Creates or updates an entry in a module
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Update module entry in Zoho CRM
Updates the information for a module entry
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Search module entry in Zoho CRM
Searches for a module entry
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Get module entry by Id in Zoho CRM
Retrieves a module entry using its id
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Create or Update Contact in Zoho CRM
Adds or update contact information
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Search contact in Zoho CRM
Finds and retrieves contact information
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Convert lead in Zoho CRM
Convert potential leads into customers
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Search lead in Zoho CRM
Retrieves information for a particular lead
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Add note to module entry in Zoho CRM
Adds a note to a module entry
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Add tag in Zoho CRM
Adds tags to particular items based on predefined criteria
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What can you automate with Wild Apricot + Zoho CRM?

Streamline your membership operations by connecting member signups, payments, event registrations, and CRM contact updates.

What you can automate?
🔄
Sync every new contact to your CRM automatically
Capture every contact created in Wild Apricot and create a matching profile in Zoho CRM without lifting a finger. Eliminate manual data entry and keep your pipeline up to date.
📋
Capture every submitted field and custom detail
Map all available contact attributes and form answers into Zoho CRM fields instead of just names and emails. Your CRM becomes a comprehensive source for member management.
🔔
Alert your team the moment a signup occurs
Send instant notifications to your sales or membership team whenever a new contact registers or updates their details. Keep everyone aligned and ready to act.
🔀
Route records based on membership tier
Apply conditional logic to send VIP members to senior account managers in Zoho CRM while routing standard signups to automated onboarding sequences.
📊
Keep CRM records updated as memberships change
Automatically update contact stages and tags in Zoho CRM whenever a membership is lapsed, renewed, or modified in Wild Apricot.
🔍
Search and update instead of creating duplicates
Check existing records in Zoho CRM before writing new data. Update matching contact profiles automatically to maintain a clean database.
💳
Track payments, invoices, and refund statuses
Log payment updates, newly created invoices, and refund adjustments directly into your Zoho CRM modules to maintain accurate financial histories.
💬
Extend your workflow with team messaging
Connect your Wild Apricot and Zoho CRM pipeline with Slack to broadcast important payment receipts and membership milestones to your internal channels.
And much more...

Who is Wild Apricot + Zoho CRM integration for?

Membership managers, sales teams, and event coordinators who need member signups and payment data flowing directly into their CRM without manual data entry.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Client success managers
Client success managers
Membership coordinators
Membership coordinators
Account executives
Account executives
Operations leads
Operations leads
📈
Performance marketers
You're running membership campaigns across multiple channels but your reporting sheet only updates when someone manually exports contacts, so the conversion counts you're reviewing are always a few hours behind — with this integration, every new contact lands in the CRM instantly and your data stays current.
Sales development reps
You need to reach out to new members immediately after they sign up, but finding out about registrations hours later means leads go cold — automating both apps means every new signup appears in your CRM pipeline the moment it happens so you can follow up first.
📋
Client success managers
You answer to stakeholders who want real-time visibility into membership growth and renewal rates, but assembling manual status reports takes half your week — connecting these apps means your CRM always reflects current member statuses without spreadsheet grunt work.
🔄
Membership coordinators
The volume of event registrations and member signups is too high for anyone to keep up by hand, leading to missed records and duplicate profiles — this integration means every submission is processed accurately and sorted into your CRM automatically.
🤝
Account executives
You own the onboarding stage and depend on membership teams to hand over new subscriber details, but incomplete records stall your outreach — automating both apps means every contact arrives with full event and payment context ready for review.
🗂️
Operations leads
You need a reliable history of member payments and invoices, but manual entry keeps introducing gaps and mismatched records across platforms — integrating these apps means every transaction and status change logs cleanly in your CRM audit trail.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Wild Apricot + Zoho CRM

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

1,500+ apps connected
1,500+ apps connected
Connect Wild Apricot + Zoho CRM 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.
How Integrately Works?

How Integrately Works?

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Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Wild Apricot to Zoho CRM?
Frequently Asked Questions
You can connect Wild Apricot to Zoho CRM using ready-made workflows on Integrately. Choose a template, connect your accounts, and sync contacts in 1 click or use Integrately AI for custom steps.
Can I automatically sync new Wild Apricot contacts to Zoho CRM?
Frequently Asked Questions
Can I connect Wild Apricot, Zoho CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Wild Apricot and Zoho CRM?
Frequently Asked Questions
How are membership updates handled between Wild Apricot and Zoho CRM?
Frequently Asked Questions
Can payment and invoice details sync from Wild Apricot to Zoho CRM?
Frequently Asked Questions
Do I need coding skills to automate Wild Apricot and Zoho CRM?
Frequently Asked Questions
Is the Wild Apricot and Zoho CRM integration free?
Frequently Asked Questions
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You Can Also Connect Wild Apricot or Zoho CRM With 1500+ Other Apps

Wild Apricot
Popular Wild Apricot Integrations
Connect Wild Apricot to email marketing, event management, and payment tools to streamline your membership administration.
Zoho CRM
Popular Zoho CRM Integrations
Sync Zoho CRM with customer support, project management, and analytics platforms to keep your business data unified.
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Zoho CRM Integrations arrow right
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