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Circle + Salesforce

Create posts in Circle when fields on records are updated in Salesforce

Kickstart community discussions in real-time when changes in Salesforce are detected. With this workflow, each time a record in Salesforce is updated, a new post is instantly created in the Circle app. It's a perfect solution to keep your team or community informed about important progress or changes without the need to manually create a new post every time. Amplify your team's efficiency and keep everyone on track with this streamlined process.

Kickstart community discussions in real-time when changes in Salesforce are detected. With this workflow, each time a record in Salesforce is updated, a new post is instantly created in the Circle app. It's a perfect solution to keep your team or community informed about important progress or changes without the need to manually create a new post every time. Amplify your team's efficiency and keep everyone on track with this streamlined process.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerScheduled
  2. automatically do this!
    CircleCircle
    Create Post

    Creates a new post on a community.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
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    • History ObjectRequired

    Trigger
    Scheduled
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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Related categories

  • CRM (Customer Relationship Management)

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