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Circle + Salesforce

Circle + Salesforce

Circle + Salesforce integrations

Add new Circle members as leads in Salesforce

Improve your CRM accuracy and save valuable time with this workflow. Each time you welcome a new member in your Circle community, a new Lead is immediately created in your Salesforce account. Keep track of your growing community and seize potential business opportunities without manually transferring the data. This pertains specifically to managing memberships and leads more efficiently in a seamless workflow.

  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 Lead
    Create Lead
    Create LeadCreates a new lead in Salesforce.
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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
    Try It
    • 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.
Related categories
Similar apps
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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