Circle + Customer Fields
Add new Circle members as customers in Customer Fields
Easily manage your community growth by connecting Circle and Customer Fields apps with this seamless workflow. When a new member joins your Circle community, their information is instantly captured and a new customer profile is created in the Customer Fields app. This enables you to track and engage with your members more efficiently, making community management a breeze.
Easily manage your community growth by connecting Circle and Customer Fields apps with this seamless workflow. When a new member joins your Circle community, their information is instantly captured and a new customer profile is created in the Customer Fields app. This enables you to track and engage with your members more efficiently, making community management a breeze.
- 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 Customer
Create a new customer.
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