Circle + LeadConnector
Create LeadConnector opportunities when new courses are completed in Circle
Easily keep track of your students' progress with this streamlined workflow. When a member completes a course in Circle, an opportunity is immediately added or updated in LeadConnector. This efficient process ensures quick response times and facilitates accurate tracking, thus benefiting both students and staff alike. Simplify your administrative tasks and focus more on delivering quality education with this automated process.
Easily keep track of your students' progress with this streamlined workflow. When a member completes a course in Circle, an opportunity is immediately added or updated in LeadConnector. This efficient process ensures quick response times and facilitates accurate tracking, thus benefiting both students and staff alike. Simplify your administrative tasks and focus more on delivering quality education with this automated process.
- When this happens...
Member Completed CourseTriggers when a member completes a course.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWriteCreate a new record or update an existing record in your app.
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CommunityRequired
Space
Topic
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCommunityRequired
EventRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Section
Lesson
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCommunityRequired
SpaceRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Course Space
SectionRequired
NameRequired
Status
Body (HTML)
Comments Enabled
Featured Media Enabled
Featured Media Download Enabled
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
SpaceRequired
NameRequired
Description
Custom Slug
Start DateTimeRequired
DurationRequired
Location typeRequired
Virtual Location URL (Optional)
In Person Location (Optional)
Hide Location from Non-attendees
Disable RSVPs
Send Email Reminder
Send In-App Notification Reminder
Send Email Confirmation
Send In-App Notification Confirmation
Enable Custom Thank You Message
Confirmation Message Title
Confirmation Message Description
Confirmation Message Button Title
Confirmation Message Button Link
Meta Title
Meta Description
Opengraph Title
Opengraph Description
Opengraph Image
Hide Meta Info
Disable likes
Disable comments
Hide Attendees
Hide from featured areas
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Password
Name
CommunityRequired
Profile Image
Headline
Bio
Location
Website URL
Twitter URL
Facebook URL
Instagram URL
Linkedin URL
Add to Space(s)
Add to Space Group(s)
Add Member Tag(s)
Skip Invitation Email?
Is Flagged
Messaging Enabled By Admin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Space GroupRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
User EmailRequired
Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Member TagRequired
User EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Member TagRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Member IDRequired
Name
Profile Image
Headline
Bio
Location
Website URL
Twitter URL
Facebook URL
Instagram URL
Linkedin URL
Add to Space(s)
Add Member Tag(s)
Is Flagged
Messaging Enabled By Admin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Member EmailRequired
Member TagRequired
CommunityRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMember EmailRequired
Space GroupRequired
CommunityRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
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)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Community
Triggers when a new community is created by the user.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Section
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCommunityRequired
Space GroupRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
SpaceRequired
PostRequired
Member Email
Comment BodyRequired
Skip Notifications?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Course SpaceRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
SpaceRequired
Topic Name
Topic Description
Pin to top
Comments Enabled
Liking Enabled
User Email
Custom HTML
Disable Truncation
Hide Meta Info
Meta Title
Meta Description
OpenGraph Title
OpenGraph Description
Skip Notifications
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Course Space
Section
LessonRequired
Member EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
SpaceRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
EventRequired
Member emailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Member EmailsRequired
Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
EventRequired
Member emailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
SpaceRequired
EventRequired
Name
body
Custom Slug
Start DateTime
Duration
Location Type
Virtual Location URL (Optional)
In Person Location (Optional)
Disable RSVPs
Hide Location from Non-attendees
Send Email Reminder
Send In-App Notification Reminder
Send Email Confirmation
Send In-App Notification Confirmation
Enable Custom Thank You Message
Confirmation Message Title
Confirmation Message Description
Confirmation Message Button Title
Confirmation Message Button Link
Meta Title
Meta Description
Opengraph Title
Opengraph Description
Opengraph Image
Hide Meta Info
Disable likes
Disable comments
Hide Attendees
Hide from featured areas
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Community IdRequired
EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMember EmailRequired
SpaceRequired
CommunityRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIn PipelineRequired
Moved to Stage
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.First 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone Number
Email
First Name
Last Name
Full Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Related categories
Similar apps
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Related categories
Similar apps
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierRelated Zap Templates
- Invite new members to Circle when lead stages change in LeadConnector
- Create and update LeadConnector contacts from new Circle active subscriptions
- Create and update LeadConnector opportunities from new Circle member paid charges
- Add new active Circle members to LeadConnector campaigns as leads
- Add new Circle members to LeadConnector campaigns as leads
- Create opportunities in LeadConnector for new members added in Circle
- Tag Circle members when pipeline stages change in LeadConnector
- Add or update LeadConnector contacts when new members are added in Circle
- Add or update LeadConnector contacts when new Circle members pay charges
- Add new active Circle members to LeadConnector as opportunities
- Update Circle space members when pipeline stages change in LeadConnector
- Create tasks in LeadConnector for new active subscriptions in Circle
- Add tasks in LeadConnector for new members added in Circle
- Add canceled Circle members to a LeadConnector campaign
- Convert completed Circle lessons into leads on LeadConnector campaigns
- Add members to Circle space group when pipeline stages change in LeadConnector
- Update LeadConnector contacts when new Circle members cancel subscription
- Update opportunities in LeadConnector when new members cancel subscriptions in Circle
- Remove members from Circle space groups when pipeline stages change in LeadConnector
- Add new Circle posts to LeadConnector campaign as leads
- Remove members from Circle space when pipeline stages change in LeadConnector
- Add new paid Circle members to campaigns as leads in LeadConnector
- Update LeadConnector contacts when members are removed in Circle
Related Zap Templates
- Invite new members to Circle when lead stages change in LeadConnector
- Add new active Circle members to LeadConnector campaigns as leads
- Tag Circle members when pipeline stages change in LeadConnector
- Add new active Circle members to LeadConnector as opportunities
- Add tasks in LeadConnector for new members added in Circle
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- Create and update LeadConnector contacts from new Circle active subscriptions
- Add new Circle members to LeadConnector campaigns as leads
- Add or update LeadConnector contacts when new members are added in Circle
- Update Circle space members when pipeline stages change in LeadConnector
- Add canceled Circle members to a LeadConnector campaign
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- Create and update LeadConnector opportunities from new Circle member paid charges
- Create opportunities in LeadConnector for new members added in Circle
- Add or update LeadConnector contacts when new Circle members pay charges
- Create tasks in LeadConnector for new active subscriptions in Circle
- Convert completed Circle lessons into leads on LeadConnector campaigns