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Circle + Salesforce

Circle + Salesforce

Circle + Salesforce integrations

Create Salesforce records for new paid Circle members

Effortlessly manage your Circle community membership data within Salesforce with this seamless workflow. When a new member completes a paid charge in Circle, a record will be created in Salesforce, ensuring your database stays updated and organized. Spend less time manually transferring information and more time nurturing relationships with your community members.

  1. When this happens...
    New Member Paid Charge
    New Member Paid Charge
    New Member Paid ChargeTriggers when a member charge is paid.
  2. automatically do this!
    Create Record
    Create Record
    Create RecordCreates a new record of a specified Salesforce object.
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More things you can do with Circle and Salesforce

Discover other triggers and actions you can use with Circle and Salesforce

    • Community
    Trigger
    Polling
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    • Community
      Required
    • Trigger Once Per Content
      Required
    Trigger
    Polling
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  • Circle triggers, actions, and search
    New Community

    Triggers when a new community is created by the user.

    Trigger
    Polling
    Try It
    • Community
      Required
    • Trigger Once Per Content
      Required
    Trigger
    Polling
    Try It
    • Community
      Required
    Trigger
    Polling
    Try It
    • Community
      Required
    • Space
    • Topic
    Trigger
    Polling
    Try It
    • Community
      Required
    Trigger
    Polling
    Try It
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About Circle
A modern community platform for creators.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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