Circle + Close

Add new Circle members as custom activities in Close

Effortlessly maintain updated records of your Circle community members by creating a custom activity in Close when a new member joins. This workflow streamlines your community management process, allowing your team to effectively engage with the growing community. Save time and stay organized with this seamless connection between Circle and Close.

Effortlessly maintain updated records of your Circle community members by creating a custom activity in Close when a new member joins. This workflow streamlines your community management process, allowing your team to effectively engage with the growing community. Save time and stay organized with this seamless connection between Circle and Close.

  1. When this happens...
    CircleCircle
    New Member Added

    Triggers when a new member joins the community, or when a member is added by an admin with a password set.

    TriggerPolling
  2. automatically do this!
    CloseClose
    Create Custom Activity

    Creates a new Custom Activity.

    ActionWrite
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Supported triggers and actions

    • CommunityRequired

    • Trigger Once Per ContentRequired

    Trigger
    Polling
    Try It
    • CommunityRequired

    Trigger
    Polling
    Try It
    • CommunityRequired

    • Space

    • Topic

    Trigger
    Polling
    Try It
    • CommunityRequired

    Trigger
    Polling
    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
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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