When a new member joins via MemberPress, automatically create a lead in Close. This keeps your sales pipeline updated without effort, ensuring that you never miss a lead follow-up.
Every time a member upgrades their membership in MemberPress, add a note in Close. This helps you track member activity for better engagement and personalized outreach.
When someone signs up for your membership site, automatically schedule a call in Close. This gives you a head start in building relationships with new members and providing exceptional service from day one.
Ensure you add a task in Close when a member cancels their subscription. This helps you proactively address churn risk by following up with members who have decided to leave.
When a membership renewal happens, automatically create a follow-up reminder in Close. This ensures you stay connected with renewing members, reinforcing their decision and encouraging loyalty.
And much more...