Circle + Close

Add new Close leads as Circle members instantly

Effortlessly streamline your lead management process by connecting Close and Circle. With this workflow, whenever a new lead is added to the Close app, they will be invited as a member in the Circle app. This seamless integration ensures that all your leads are consistently engaged within your community, while saving you time and manual effort.

Effortlessly streamline your lead management process by connecting Close and Circle. With this workflow, whenever a new lead is added to the Close app, they will be invited as a member in the Circle app. This seamless integration ensures that all your leads are consistently engaged within your community, while saving you time and manual effort.

  1. When this happens...
    CloseClose
    New Lead

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    CircleCircle
    Invite Member

    Invite a member to your community.

    ActionWrite
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Supported triggers and actions

    • Field(s) Required to Trigger

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Polling
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    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
    Try It
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circle logo

About Circle

A modern community platform for creators.

Related categories

  • CRM (Customer Relationship Management)

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close logo

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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