Circle + Salesforce
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.
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.
- When this happens...New Member Added
Triggers when a new member joins the community, or when a member is added by an admin with a password set.
- automatically do this!Create Contact
Creates a new contact.
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