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Circle + Keap

Create direct messages in Circle for new contacts in Keap

Effortlessly connect your Keap and Circle apps with this easy-to-use workflow. Whenever you add a new contact in Keap, a direct message will be instantly sent to them in Circle. This seamless integration helps you engage with your contacts promptly, nurturing relationships and enhancing your community management skills.

Effortlessly connect your Keap and Circle apps with this easy-to-use workflow. Whenever you add a new contact in Keap, a direct message will be instantly sent to them in Circle. This seamless integration helps you engage with your contacts promptly, nurturing relationships and enhancing your community management skills.

  1. When this happens...
    KeapKeap
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    CircleCircle
    Send Direct Message

    Send a direct message to a member.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Keap triggers, actions, and search

    New Action Sequence

    Triggers when a new Action Sequence is added.

    Trigger
    Scheduled
    Try It
    • Appointment events this trigger will listen to:Required

    Trigger
    Instant
    Try It
    • Note events this trigger will listen to:Required

    Trigger
    Instant
    Try It
    • Company events this trigger will listen to:Required

    Trigger
    Instant
    Try It
    • Invoice events this trigger will listen to:Required

    Trigger
    Instant
    Try It
    • Opportunity events this trigger will listen to:Required

    • RandomRequired

    Trigger
    Instant
    Try It
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circle logo

About Circle

A modern community platform for creators.
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Related categories

  • CRM (Customer Relationship Management)

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keap logo
keap logo

About Keap

Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.

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