Circle + Elevated CRM
Add new Circle members as contacts by phone in Elevated CRM
Effortlessly manage your contacts with this Circle to Elevated CRM automation. Whenever a new member is added in Circle, this workflow will create or update their contact information in Elevated CRM by phone number. Keep your contact list updated and boost your CRM productivity without any manual work involved.
Effortlessly manage your contacts with this Circle to Elevated CRM automation. Whenever a new member is added in Circle, this workflow will create or update their contact information in Elevated CRM by phone number. Keep your contact list updated and boost your CRM productivity without any manual work involved.
- When this happens...
New Member AddedTriggers when a new member joins the community, or when a member is added by an admin with a password set.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create or Update Contact by PhoneCreate Or Update A Contact By Phone. When updating, if we find several contacts, we will only update the most recently created contact.
ActionWriteCreate a new record or update an existing record in your app.
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New Community
Triggers when a new community is created by the user.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Section
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Section
QuizRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Section
QuizRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
Space GroupRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
SpaceRequired
PostRequired
Member Email
Comment BodyRequired
Skip Notifications?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Course SpaceRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
SpaceRequired
Post Name
Post Description
Pin to top
Comments Enabled
Liking Enabled
User Email
Custom HTML
Disable Truncation
Hide Meta Info
Meta Title
Meta Description
OpenGraph Title
OpenGraph Description
Skip Notifications
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Course Space
Section
LessonRequired
Member EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Space GroupRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
User EmailRequired
Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Member TagRequired
User EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Member TagRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Member IDRequired
Name
Profile Image
Headline
Bio
Location
Website URL
Twitter URL
Facebook URL
Instagram URL
Linkedin URL
Add to Space(s)
Add Member Tag(s)
Is Flagged
Messaging Enabled By Admin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Member EmailRequired
Member TagRequired
CommunityRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMember EmailRequired
Space GroupRequired
CommunityRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Contact Updated
A contact is updated in Elevated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Phone To Search ByRequired
IdRequired
Photo Url
Contact Group Name
First Name
Middle Name
Last Name
Name Prefix
Name Suffix
Job Title
Department
Company
Industry
Contact Type
Salutation
Note
Is A Lead
Lead Source
Lead Referral
Lead Type
Lead Priority
Lead Status
Custom 1
Custom 2
Custom 3
Custom 4
Custom 5
Custom 6
Custom 7
Custom 8
Custom 9
Custom 10
Line 1
Line 2
City
State
Postal Code
Country
Line 1
Line 2
City
State
Postal Code
Country
Line 1
Line 2
City
State
Postal Code
Country
Personal
Work
Other
Home
Work
Mobile
Other
Birthday
Anniversary
Purchase Anniversary
Sold Date
Other
Skype
Live
iCloud
Other
Spouse
Partner
Other
Parent
Son
Daughter
Brother
Sister
Sibling
Buyer Agent
Listing Agent
Escrow Office
Appraiser
Inspector
Facebook
Twitter
Instagram
Linked In
You Tube
Zillow
Houzz
Other
Personal
Work
Other
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone To Search ByRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id To Search ByRequired
Photo Url
Contact Group Name
First Name
Middle Name
Last Name
Name Prefix
Name Suffix
Job Title
Department
Company
Industry
Contact Type
Salutation
Note
Lead Source
Lead Referral
Lead Type
Lead Priority
Lead Status
Custom 1
Custom 2
Custom 3
Custom 4
Custom 5
Custom 6
Custom 7
Custom 8
Custom 9
Custom 10
Line 1
Line 2
City
State
Postal Code
Country
Line 1
Line 2
City
State
Postal Code
Country
Line 1
Line 2
City
State
Postal Code
Country
Personal
Work
Other
Home
Work
Mobile
Other
Birthday
Anniversary
Purchase Anniversary
Sold Date
Other
Skype
Live
iCloud
Other
Spouse
Partner
Other
Parent
Son
Daughter
Brother
Sister
Sibling
Buyer Agent
Listing Agent
Escrow Office
Appraiser
Inspector
Facebook
Twitter
Instagram
Linked In
You Tube
Zillow
Houzz
Other
Personal
Work
Other
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone To Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
CommunityRequired
Space
Topic
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
EventRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Section
Lesson
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Section
QuizRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
Access GroupRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
SpaceRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Course Space
SectionRequired
NameRequired
Status
Body (HTML)
Comments Enabled
Featured Media Enabled
Featured Media Download Enabled
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
SpaceRequired
NameRequired
Description
Custom Slug
Start DateTimeRequired
DurationRequired
Location typeRequired
Virtual Location URL (Optional)
In Person Location (Optional)
Hide Location from Non-attendees
Disable RSVPs
Send Email Reminder
Send In-App Notification Reminder
Send Email Confirmation
Send In-App Notification Confirmation
Enable Custom Thank You Message
Confirmation Message Title
Confirmation Message Description
Confirmation Message Button Title
Confirmation Message Button Link
Meta Title
Meta Description
Opengraph Title
Opengraph Description
Opengraph Image
Hide Meta Info
Disable likes
Disable comments
Hide Attendees
Hide from featured areas
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Password
Name
CommunityRequired
Profile Image
Headline
Bio
Location
Website URL
Twitter URL
Facebook URL
Instagram URL
Linkedin URL
Add to Space(s)
Add to Space Group(s)
Add Member Tag(s)
Skip Invitation Email?
Is Flagged
Messaging Enabled By Admin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Access GroupRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
SpaceRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
EventRequired
Member emailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Member EmailsRequired
Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
EventRequired
Member emailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
SpaceRequired
EventRequired
Name
body
Custom Slug
Start DateTime
Duration
Location Type
Virtual Location URL (Optional)
In Person Location (Optional)
Disable RSVPs
Hide Location from Non-attendees
Send Email Reminder
Send In-App Notification Reminder
Send Email Confirmation
Send In-App Notification Confirmation
Enable Custom Thank You Message
Confirmation Message Title
Confirmation Message Description
Confirmation Message Button Title
Confirmation Message Button Link
Meta Title
Meta Description
Opengraph Title
Opengraph Description
Opengraph Image
Hide Meta Info
Disable likes
Disable comments
Hide Attendees
Hide from featured areas
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Community IdRequired
EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMember EmailRequired
SpaceRequired
CommunityRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Created
Triggers when a contact is created in Elevated Network.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Email To Search ByRequired
IdRequired
Photo Url
Contact Group Name
First Name
Middle Name
Last Name
Name Prefix
Name Suffix
Job Title
Department
Company
Industry
Contact Type
Salutation
Note
Is A Lead
Lead Source
Lead Referral
Lead Type
Lead Priority
Lead Status
Custom 1
Custom 2
Custom 3
Custom 4
Custom 5
Custom 6
Custom 7
Custom 8
Custom 9
Custom 10
Line 1
Line 2
City
State
Postal Code
Country
Line 1
Line 2
City
State
Postal Code
Country
Line 1
Line 2
City
State
Postal Code
Country
Personal
Work
Other
Home
Work
Mobile
Other
Birthday
Anniversary
Purchase Anniversary
Sold Date
Other
Skype
Live
iCloud
Other
Spouse
Partner
Other
Parent
Son
Daughter
Brother
Sister
Sibling
Buyer Agent
Listing Agent
Escrow Office
Appraiser
Inspector
Facebook
Twitter
Instagram
LInked In
You Tube
Zillow
Houzz
Other
Personal
Work
Other
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email To Search ByRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id To Search ByRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email To Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Circle
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