Circle + Fieldnotes
Add or update Fieldnotes contacts for new Circle members
Effortlessly manage your contacts in Fieldnotes whenever a new member is added to your Circle community. With this seamless workflow, every time a new member joins your Circle group, their contact information will be updated or added as a new contact in Fieldnotes. Stay organized and never miss an opportunity to connect with your growing community.
Effortlessly manage your contacts in Fieldnotes whenever a new member is added to your Circle community. With this seamless workflow, every time a new member joins your Circle group, their contact information will be updated or added as a new contact in Fieldnotes. Stay organized and never miss an opportunity to connect with your growing community.
- 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!Update or Add Contact
Update if the contact exists, if not, add as a new contact. (Uses First Name and Last Name to identify the contact).
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