Circle + Perfex CRM
Add new Circle members as leads in Perfex CRM
Effortlessly manage your online community growth with this Circle to Perfex CRM automation. When a new member joins your Circle community, a lead will be created in Perfex CRM, streamlining your audience and sales management process. Stay focused on engaging with your community while this workflow handles your CRM tasks seamlessly.
Effortlessly manage your online community growth with this Circle to Perfex CRM automation. When a new member joins your Circle community, a lead will be created in Perfex CRM, streamlining your audience and sales management process. Stay focused on engaging with your community while this workflow handles your CRM tasks seamlessly.
- When this happens...New Member Added
Triggers when a new member joins the community, or when a member is added by an admin with a password set.
- automatically do this!Create Lead
Creates new Lead
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