Circle + Pipeline CRM
Add new Circle members to Pipeline CRM as people
Easily streamline your community management and sales efforts with this workflow. When a new member joins your Circle community, their information is instantly added as a new person to your Pipeline CRM, ensuring seamless and efficient data management. Stay focused on nurturing relationships and growing your community, while this automation does the behind-the-scenes work for you.
Easily streamline your community management and sales efforts with this workflow. When a new member joins your Circle community, their information is instantly added as a new person to your Pipeline CRM, ensuring seamless and efficient data management. Stay focused on nurturing relationships and growing your community, while this automation does the behind-the-scenes work for you.
- When this happens...
New Member AddedTriggers when a new member joins the community, or when a member is added by an admin with a password set.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create PersonCreates a new person in your PipelineDeals account.
ActionWriteCreate a new record or update an existing record in your app.
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CommunityRequired
Trigger Once Per ContentRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Community
Triggers when a new community is created by the user.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Section
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Section
QuizRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
Access GroupRequired
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.First Name
Last Name
EmailRequired
Member Tags
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
Post Name
Post 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
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 appPerson ID
Category
Deal ID
Company ID
Content
User ID
File URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
All Day?
Due Date
Association Type
Association ID
Category
Owner ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Expected Close Date
Company Name
Primary Contact ID
Status
Value
Stage
Source
Summary
User ID
Address 1
Address 2
City
State
Postal Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Name
Phone
Website
Email
Address 1
Address 2
City
State
Postal Code
Country
Description
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
First Name
Mobile
Last Name
Phone
Position
Website
Email
Company
Type
Work Address 1
Work Address 2
Work City
Work State
Work Postal Code
Work Country
Home Address 1
Home Address 2
Home City
Home State
Home Postal Code
Home Country
Status
Source
Summary
Image URL
Facebook URL
LinkedIn URL
Twitter Username
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Primary Contact Email Address
Id
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Id
Phone
Website
Email
Address 1
Address 2
City
State
Postal Code
Country
Description
Created By User ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundEmail
Full Name
Id
Phone Numbers
First Name
Check for Duplicates?
Mobile
Last Name
Phone
Position
Website
Company
Type
Work Address 1
Work Address 2
Work City
Work State
Work Postal Code
Work Country
Home Address 1
Home Address 2
Home City
Home State
Home Postal Code
Home Country
Status
Source
Summary
Image URL
Facebook URL
LinkedIn URL
Twitter Username
User ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
CommunityRequired
Trigger Once Per ContentRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
Space
Topic
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
EventRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Section
Lesson
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Section
QuizRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Section
QuizRequired
Try ItTriggerThis is the start of your ZapPollingZapier 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 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
Enable RSVP Limit
RSVP Limit
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
Access GroupRequired
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
Enable RSVP Limit
RSVP Limit
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 app
New Company
Triggers when a new company is created in your PipelineDeals account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
Description
All Day?
Association Type
Association ID
Start Time
End Time
Category
Owner ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Phone
Website
Email
Address 1
Address 2
City
State
Postal Code
Country
Description
Created By User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Check for Duplicates?
Mobile
Last Name
Phone
Position
Website
Email
Company
Type
Work Address 1
Work Address 2
Work City
Work State
Work Postal Code
Work Country
Home Address 1
Home Address 2
Home City
Home State
Home Postal Code
Home Country
Status
Source
Summary
Image URL
Facebook URL
LinkedIn URL
Twitter Username
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Expected Close Date
Name
Company Name
Primary Contact ID
Status
Value
Stage
Source
Summary
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Id
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail
Full Name
Id
Phone Numbers
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Primary Contact Email Address
Id
Expected Close Date
Company Name
Primary Contact ID
Status
Value
Stage
Source
Summary
User ID
Address 1
Address 2
City
State
Postal Code
Country
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Circle
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