Circle + Clozio
Add new Circle members as Clozio contacts for seamless relationship management
Easily streamline your community management by connecting Circle to Clozio with this workflow. Whenever a new member is added to your Circle community, their information will be saved as a contact in your Clozio database. This way, you can stay organized and maintain up-to-date contact information for all your community members without any manual effort.
Easily streamline your community management by connecting Circle to Clozio with this workflow. Whenever a new member is added to your Circle community, their information will be saved as a contact in your Clozio database. This way, you can stay organized and maintain up-to-date contact information for all your community members without any manual effort.
- When this happens...New Member Added
Triggers when a new member joins the community, or when a member is added by an admin with a password set.
- automatically do this!Create Contact
Creates a contact in Clozio so you can easily add them to your transaction without duplicate data entry!
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