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Circle + Salesforce

Circle + Salesforce

Circle + Salesforce integrations

Add new Circle members to Salesforce as contacts

Simplify your onboarding process with this efficient workflow. When a new member is added to your Circle hub, their details are swiftly transferred to Salesforce, creating a new contact. This direct information transfer streamlines communication and relationship management, allowing you more time to focus on building strong relationships.

  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!
    Create Contact
    Create Contact
    Create ContactCreates a new contact.
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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
    Try It
  • 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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salesforce logo
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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