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Circle + KonnektiveCRM

Invite new members in Circle when new orders are processed in KonnektiveCRM

With this streamlined workflow, whenever a new order comes in through KonnektiveCRM, an invitation is sent out to join Circle. This seamless connection ensures that every new client on your CRM is directly invited to join your Circle community, fostering engagement from the first interaction. Simplify this process and grow your community without extra manual work.

With this streamlined workflow, whenever a new order comes in through KonnektiveCRM, an invitation is sent out to join Circle. This seamless connection ensures that every new client on your CRM is directly invited to join your Circle community, fostering engagement from the first interaction. Simplify this process and grow your community without extra manual work.

  1. When this happens...
    KonnektiveCRMKonnektiveCRM
    New Order

    Triggers when a new order is created. NOTE: If QA is active the order must be approved before the sale will trigger.

    TriggerScheduled
  2. automatically do this!
    CircleCircle
    Invite Member

    Invite a member to your community.

    ActionWrite
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Supported triggers and actions

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

    New Customer

    Triggers when a new customer is created.

    Trigger
    Scheduled
    Try It
    • Transaction TypeRequired

    • Product

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • Quality Assurance

    • Phone NumberRequired

    • Email AddressRequired

    • First NameRequired

    • Last NameRequired

    • Street AddressRequired

    • Street Address 2

    • CityRequired

    • CountryRequired

    • StateRequired

    • Zip CodeRequired

    • Shipping InformationRequired

    • Product IdRequired

    • Product Quantity

    • Product Price

    • Product Ship Price

    • Ship First Name

    • Ship Last Name

    • Ship Street Address

    • Ship Street Address 2

    • Ship City

    • Ship Country

    • Ship State

    • Ship Zip Code

    Action
    Write
    • Community

    Trigger
    Scheduled
    Try It
    • Campaign

    • Order Type

    • Upsell

    • Campaign Product Id

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • Email AddressRequired

    • Phone Number

    • First NameRequired

    • Last NameRequired

    • Street AddressRequired

    • Address 2

    • CityRequired

    • CountryRequired

    • StateRequired

    • Zip CodeRequired

    • Ship First Name

    • Ship Last Name

    • Ship Street Address

    • Ship Address 2

    • Ship City

    • Ship Country

    • Ship State

    • Ship Zip Code

    Action
    Write
    • CampaignRequired

    • Session Id

    • Quality Assurance

    • Phone Number

    • Email AddressRequired

    • First NameRequired

    • Last NameRequired

    • Street AddressRequired

    • Street Address 2

    • CityRequired

    • CountryRequired

    • StateRequired

    • Zip CodeRequired

    • ProductRequired

    • Product Quantity

    • Product Price

    • Product Ship Price

    • Product 2

    • Product 2 Quantity

    • Product 2 Price

    • Product 2 Ship Price

    • Product 3

    • Product 3 Quantity

    • Product 3 Price

    • Product 3 Ship Price

    • Shipping InformationRequired

    • Ship First Name

    • Ship Last Name

    • Ship Street Address

    • Ship Street Address 2

    • Ship Country

    • Ship State

    • Ship City

    • Ship Zip Code

    • Custom 1

    • Custom 2

    • Custom 3

    • Custom 4

    • Custom 5

    Action
    Write
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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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About KonnektiveCRM

Konnektive CRM is a customer transaction and campaign management platform that helps marketers dominate.

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