Circle + Firepoint CRM
Create leads in Firepoint CRM for new Circle members
Easily grow your contact list in Firepoint CRM by connecting it with Circle. With this workflow, whenever a new member is added to Circle, their information is instantly turned into a lead in Firepoint CRM. Save time and effort by streamlining your sales pipeline and manage leads more efficiently as new community members join your Circle space.
Easily grow your contact list in Firepoint CRM by connecting it with Circle. With this workflow, whenever a new member is added to Circle, their information is instantly turned into a lead in Firepoint CRM. Save time and effort by streamlining your sales pipeline and manage leads more efficiently as new community members join your Circle space.
- 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 Lead
Creates a new lead in Firepoint.
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