Circle + Close

Create opportunities in Close for new members added in Circle

Effortlessly grow your sales pipeline whenever a new member joins your Circle community by creating an opportunity in Close CRM. With this automation, each time a new member is added to Circle, an opportunity will be generated in Close, ensuring you can easily track and nurture your potential leads without any manual data entry. Stay organized and save time by streamlining your sales and community management processes.

Effortlessly grow your sales pipeline whenever a new member joins your Circle community by creating an opportunity in Close CRM. With this automation, each time a new member is added to Circle, an opportunity will be generated in Close, ensuring you can easily track and nurture your potential leads without any manual data entry. Stay organized and save time by streamlining your sales and community management processes.

  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 Opportunity

    Creates a new opportunity.

    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
circle logo
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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