Circle + Upscale
Add new Circle members to Upscale as prospects
Effortlessly grow your network by connecting Circle and Upscale. With this workflow, whenever a new member is added to Circle, their information is instantly saved as a prospect in Upscale. This seamless process ensures that you can nurture new connections and expand your business reach without any manual data entry. Focus on building meaningful relationships, while automation takes care of the rest.
Effortlessly grow your network by connecting Circle and Upscale. With this workflow, whenever a new member is added to Circle, their information is instantly saved as a prospect in Upscale. This seamless process ensures that you can nurture new connections and expand your business reach without any manual data entry. Focus on building meaningful relationships, while automation takes care of the rest.
- 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!Save Prospect
Create or Update a Prospect in Upscale
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