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Zapier makes it easy to integrate Circle with Salesforce - no code necessary. See how you can get setup in minutes.
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Circle
Circle
1. Choose trigger event
Salesforce
Salesforce
2. Choose action
1. Select the event
Setup
Test
Circle
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Member Removed" from Circle.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Circle and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Path after /services/apexrest/
Required
HTTP method
Required
Query parameters
Extra headers
Request body
Timeout
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Salesforce Object
Required
Description
Attachment visibility
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Contact
Creates a new contact.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Title
Description
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note
Salesforce Object
Required
Note Visibility
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Flow
Required
Manual flow input parameters
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
To
Required
CC
BCC
Subject
Required
Email Format
Required
Sender Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Query Type
Required
Include Deleted Records
Action
This is an event a Zap performs.
Search
Find existing data in your app
Parent Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE clause
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Circle and Salesforce with AI agents and code
Beyond Zap workflows. Call Circle and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Circle and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Member to Access Group
Add Contact to Campaign
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Circle and Salesforce
Add new Circle members to Salesforce.
When a new member joins your Circle community, Zapier automatically creates a new contact in Salesforce. This ensures your CRM always reflects your growing list of engaged community members, supporting follow-ups and relationship-building tasks.
Track Circle member subscription statuses in Salesforce.
When a member's subscription is canceled in Circle, Zapier updates their contact record in Salesforce with this status change. This helps keep records accurate and simplifies operational monitoring tasks in the community.
When a new post is created in Circle, Zapier can notify the marketing team in Slack or via email. This ensures prompt awareness of community-generated content, streamlining their content curation or engagement efforts.
Learn how to automate Salesforce on the Zapier blog
Make work flow with AI
Level up your Circle to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Circle + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Circle and Salesforce
What are the triggers available when integrating Circle with Salesforce?
When integrating Circle with Salesforce, you have access to various triggers like 'New Member', 'New Post', 'New Comment', and 'Member Updated'. These triggers help in initializing actions based on the activities happening in your Circle community.
How can I connect my Circle account with Salesforce?
To connect your Circle account with Salesforce, first authenticate both accounts on our platform. After authentication, you can set up automation by selecting a trigger from Circle and defining an action for Salesforce.
Can I update existing records in Salesforce using data from Circle?
Yes, you can update existing records in Salesforce using information from Circle. By setting up the appropriate triggers and actions, any changes or updates made to members or posts in Circle can be reflected in your Salesforce records.
What kind of actions can be performed in Salesforce when triggered by events in Circle?
When an event is triggered in Circle, you can perform several actions in Salesforce such as creating a new contact, updating an existing lead, adding notes to a record, or even creating custom objects based on your needs.
Is it possible to automate follow-up tasks in Salesforce based on community interactions in Circle?
Yes, it is possible to automate follow-up tasks. For example, if a new member joins your Circle community or someone comments on a post, you can automatically create follow-up tasks for your team in Salesforce to ensure timely engagement.
Can I track engagement levels of my community members using this integration?
Absolutely. By using specific triggers like 'New Post' or 'New Comment' from Circle and mapping them to actions like updating fields or adding tags in member records within Salesforce, you can track engagement levels effectively.
Do I need any coding knowledge to set up the integration between Circle and Salesforce?
No coding knowledge is required. Our platform provides an intuitive interface where you can set up integrations by simply selecting triggers and defining corresponding actions between Circle and Salesforce.
