Connect Circle and Salesforce to unlock the power of automation
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Set up your first integration
Quickly connect Circle to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Circle with Salesforce - no code necessary. See how you can get setup in minutes.
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.
- Community
Try ItTriggerPolling- CommunityRequired
- Trigger Once Per ContentRequired
Try ItTriggerPolling- Community
Try ItTriggerPolling- New Community
Triggers when a new community is created by the user.
Try ItTriggerPolling
- CommunityRequired
- Trigger Once Per ContentRequired
Try ItTriggerPolling- CommunityRequired
Try ItTriggerPolling- CommunityRequired
- Space
- Topic
Try ItTriggerPolling- CommunityRequired
Try ItTriggerPolling
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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.
Business Owner
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.
ITAlert team about new Circle posts.
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.
Marketing & Marketing OpsLearn how to automate Circle on the Zapier blog
Learn how to automate Salesforce on the Zapier blog
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.
