Circle + LeadConnector
Update Circle space members when pipeline stages change in LeadConnector
Enhance productivity between LeadConnector and Circle using this seamless automation. As soon as a lead's status transitions in LeadConnector, a member is immediately added to a designated space in Circle. This process keeps you current with lead progression and encourages stronger team engagement in Circle Spaces, streamlining your business operations and improving team dialogue.
Enhance productivity between LeadConnector and Circle using this seamless automation. As soon as a lead's status transitions in LeadConnector, a member is immediately added to a designated space in Circle. This process keeps you current with lead progression and encourages stronger team engagement in Circle Spaces, streamlining your business operations and improving team dialogue.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Member to Space
Add a member to a space.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Community
Try It
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
CommunityRequired
Trigger Once Per ContentRequired
Try It
