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Circle + Keap

Add new Keap contacts to Circle space groups as members

Easily connect Keap and Circle with this seamless workflow. Whenever a new contact is added in Keap, they will be instantly added as a member to a specific Space Group in Circle. This automation helps you save time and streamline your community management process, ensuring every new Keap contact becomes part of your Circle community right away.

Easily connect Keap and Circle with this seamless workflow. Whenever a new contact is added in Keap, they will be instantly added as a member to a specific Space Group in Circle. This automation helps you save time and streamline your community management process, ensuring every new Keap contact becomes part of your Circle community right away.

  1. When this happens...
    KeapKeap
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    CircleCircle
    Add Member to Space Group

    Add a new member to a space group and all its spaces.

    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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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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