1.Gets tagged members from community
Integrate Circle and community membership data to pull tagged member emails and attributes.
Create contact for trial community members in CRM
Automatically sync tagged members from Circle and map trial onboarding fields into LeadConnector across your lead management stack. Create and update contacts when trial tags are missing, tags are detected, or new trial starters appearβso you can onboard faster, prevent duplicates, and launch campaigns without manual contact cleanup.
How this automation accelerates trial lead onboarding
When tagged community members enter your trial, manual lead cleanup can delay onboarding and campaigns. This automation checks member tag presence, filters qualifying records, and adds or updates CRM contactsβso your team can act on trial intent faster.
Circleor swap with your favorite app
2.Checks member trial tag
Integrate Circle and member tag lookup to determine whether each member has the configured trial tag.
3.Filters unqualified records
Integrate Filter by Zapier and conditional routing to continue only when the trial tag is missing.
Filter by Zapieror swap with your favorite app
4.Adds or updates contact
Integrate LeadConnector and CRM contact mapping to create or update contacts, set the lead flag, and add the trial tag.
LeadConnectoror swap with your favorite app
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