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.
- When this happens...New Order
Triggers when a new order is created. NOTE: If QA is active the order must be approved before the sale will trigger.
- automatically do this!Invite Member
Invite a member to your community.
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New Customer
Triggers when a new customer is created.
Try ItTransaction TypeRequired
Product
Try ItCampaignRequired
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
Community
Try It
Campaign
Order Type
Upsell
Campaign Product Id
Try ItCampaignRequired
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
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
Community
Try It