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Circle + Salesforce

Circle + Salesforce

Circle + Salesforce integrations

Add new Circle members to Salesforce campaigns as contacts

Easily keep track of new members in your Circle community by adding them to a Salesforce campaign with this efficient workflow. When a new member is added to Circle, they will be added to a specified Salesforce campaign. This way, you can maintain a centralized contact list and stay organized in managing your community members.

  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 Contact to Campaign
    Add Contact to Campaign
    Add Contact to CampaignAdds an existing contact 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

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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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