Circle + LeadConnector
Remove members from Circle space groups when pipeline stages change in LeadConnector
When a lead changes stages in LeadConnector, instantly ensure you're addressing the right community by removing them from a particular group in Circle. This workflow ensures your messages are always relevant, helping to increase engagement and streamline your lead management tasks. It's a seamless connection between LeadConnector and Circle, updating your groups to match your changing lead status.
When a lead changes stages in LeadConnector, instantly ensure you're addressing the right community by removing them from a particular group in Circle. This workflow ensures your messages are always relevant, helping to increase engagement and streamline your lead management tasks. It's a seamless connection between LeadConnector and Circle, updating your groups to match your changing lead status.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Remove Member From Space Group
Remove a member from a space group.
- Free forever for core features
- 14 day trial for premium features & apps
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
