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Circle + Salesforce

Circle + Salesforce

Circle + Salesforce integrations

Add new Circle members as leads to Salesforce campaigns

Easily keep track of new members in your Circle community while managing your Salesforce campaigns with this seamless workflow. When a new member joins your Circle community, this automation promptly adds them as a lead to a designated Salesforce campaign. Stay organized and efficiently maintain your growing audience without manual data entry, ensuring your campaigns continue to thrive.

  1. When this happens...
    New Member Added
    New Member Added
    New Member AddedTriggers when a new member joins the community, or when a member is added by an admin with a password set.
  2. automatically do this!
    Add Lead to Campaign
    Add Lead to Campaign
    Add Lead to CampaignAdds an existing lead to an existing campaign.
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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
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    • Community
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    • Trigger Once Per Content
      Required
    Trigger
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  • Circle triggers, actions, and search
    New Community

    Triggers when a new community is created by the user.

    Trigger
    Polling
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    • Community
      Required
    • Trigger Once Per Content
      Required
    Trigger
    Polling
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    • Community
      Required
    Trigger
    Polling
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    • Community
      Required
    • Space
    • Topic
    Trigger
    Polling
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    • Community
      Required
    Trigger
    Polling
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About Circle
A modern community platform for creators.
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salesforce logo
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related categories
Similar apps
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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