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Circle + FreedomSoft

Add new Circle members and create FreedomSoft buyer leads simultaneously

Efficiently manage your leads with this Circle and FreedomSoft integration. When a new member is added in Circle, this workflow will create a buyer lead in FreedomSoft, helping you to streamline your lead management process and stay organized. Save time and effort by enhancing your team's productivity with this seamless connection between Circle and FreedomSoft.

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.
TriggerPolling
automatically do this!
Create Buyer LeadFinds a buyer lead based on phone number, email, or full name, scoped by lead campaign.
ActionWrite

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More things you can do with Circle and FreedomSoft

Discover other triggers and actions you can use with Circle and FreedomSoft

- Community
Trigger
Polling
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- Community
  Required
- Trigger Once Per Content
  Required
Trigger
Polling
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- Community
Trigger
Polling
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New Community
Triggers when a new community is created by the user.
Trigger
Polling
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- Community
  Required
Trigger
Polling
Try It

- Community
  Required
Trigger
Polling
Try It
- Community
  Required
Trigger
Polling
Try It

- Community
Trigger
Polling
Try It
- Community
  Required
- Course Space
Trigger
Polling
Try It
- Community
  Required
- Course Space
- Section
Trigger
Polling
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- Community
Trigger
Polling
Try It
- Community
  Required
- Course Space
- Section
- Quiz
  Required
Trigger
Polling
Try It
- Community
  Required
- Access Group
  Required
- Email
  Required
Action
Write
- Community
  Required
- Space
  Required
- Email
  Required
Action
Write
- First Name
- Last Name
- Email
  Required
- Member Tags
Action
Write
- Community
  Required
- Course Space
  Required
- Name
  Required
Action
Write
- Community
  Required
- Space
  Required
- 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
Action
Write
- Community
  Required
- Course Space
- Section
- Lesson
  Required
- Member Email
  Required
Action
Write
- Community
  Required
- Space Group
  Required
- Email
  Required
Action
Write
- Community
  Required
- Email
  Required
Action
Write
- Community
  Required
- User Email
  Required
- Message Body
  Required
Action
Write
- Community
  Required
- Member Tag
  Required
- User Email
  Required
Action
Write
- Community
  Required
- Member Tag
  Required
- Email
  Required
Action
Write
- Community
  Required
- Member ID
  Required
- 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
Action
Write
- Member Email
  Required
- Member Tag
  Required
- Community
  Required
Action
Search
- Member Email
  Required
- Space Group
  Required
- Community
  Required
Action
Search
New Buyer Lead
Triggers when a new buyer lead is created, including during bulk imports.
Trigger
Instant
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New Seller Lead
Triggers when a new seller lead is created, including during bulk imports.
Trigger
Instant
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Seller Lead AI Call Ended
Triggers when an AI call connected to a seller lead ends.
Trigger
Instant
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Buyer Lead Updated
Triggers when a buyer lead is updated, including during bulk status updates.
Trigger
Instant
Try It
Create Buyer Lead
Creates a buyer lead, optionally associated with a lead campaign.
Action
Write
Create Seller Lead
Creates a seller lead, optionally associated with a lead campaign.
Action
Write
- Seller Lead ID
  Required
Action
Write
- Seller Lead ID
  Required
Action
Write
- Search On
  Required
- Search Value
  Required
Action
Search

- Community
  Required
- Trigger Once Per Content
  Required
Trigger
Polling
Try It
- Community
  Required
Trigger
Polling
Try It
- Community
  Required
- Space
- Topic
Trigger
Polling
Try It
- Community
  Required
Trigger
Polling
Try It
- Community
  Required
Trigger
Polling
Try It
- Community
  Required
Trigger
Polling
Try It
- Community
  Required
- Event
  Required
Trigger
Polling
Try It
- Community
  Required
- Space
Trigger
Polling
Try It
- Community
  Required
- Course Space
- Section
- Lesson
Trigger
Polling
Try It
- Community
  Required
Trigger
Polling
Try It
- Community
  Required
- Course Space
- Section
- Quiz
  Required
Trigger
Polling
Try It
- Community
  Required
- Course Space
- Section
- Quiz
  Required
Trigger
Polling
Try It
- Community
  Required
- Space Group
  Required
- Email
  Required
Action
Write
- Community
  Required
- Space
  Required
- Post
  Required
- Member Email
- Comment Body
  Required
- Skip Notifications?
Action
Write
- Community
  Required
- Course Space
- Section
  Required
- Name
  Required
- Status
- Body (HTML)
- Comments Enabled
- Featured Media Enabled
- Featured Media Download Enabled
Action
Write
- Community
  Required
- Space
  Required
- Name
  Required
- Description
- Custom Slug
- Start DateTime
  Required
- Duration
  Required
- Location type
  Required
- 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
- Enable RSVP Limit
- RSVP Limit
Action
Write
- Email
  Required
- Password
- Name
- Community
  Required
- 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
Action
Write
- Community
  Required
- Access Group
  Required
- Email
  Required
Action
Write
- Community
  Required
- Space
  Required
- Email
  Required
Action
Write
- Community
  Required
- Event
  Required
- Member email
  Required
Action
Write
- Community
  Required
- Member Emails
  Required
- Message Body
  Required
Action
Write
- Community
  Required
- Event
  Required
- Member email
  Required
Action
Write
- Community
  Required
- Space
  Required
- Event
  Required
- 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
- Enable RSVP Limit
- RSVP Limit
Action
Write
- Community Id
  Required
- Email
  Required
Action
Search
- Member Email
  Required
- Space
  Required
- Community
  Required
Action
Search
Buyer Lead Status Updated
Triggers when a buyer lead status is updated to a new value, including during bulk status updates.
Trigger
Instant
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New Contact
Triggers when a new contact record is created, including during bulk imports.
Trigger
Instant
Try It
New Task
Triggers when a new task record is created.
Trigger
Instant
Try It
Seller Lead Status Updated
Triggers when a seller lead status is updated to a new value, including during bulk status updates.
Trigger
Instant
Try It
Seller Lead Updated
Triggers when a seller lead is updated, including during bulk status updates.
Trigger
Instant
Try It
Create Contact
Creates a new contact.
Action
Write
- Title
  Required
- Description
  Required
- Due Date
  Required
- Due Time
- Lead Type
- Lead Id
- Assign to User
- Create a Reminder?
- Reminder Value
- Reminder Option
Action
Write
- Buyer Lead ID
  Required
Action
Write
- Seller Lead ID
  Required
Action
Write
- Search On
  Required
- Search Value
  Required
Action
Search

About Circle

A modern community platform for creators.

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Related categories

CRM (Customer Relationship Management)

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About FreedomSoft