1.Captures new member event
Integrate Circle and community data sources to capture new member fields and join context to match against your CRM contacts.
Add new community member to the contact list
Automatically capture new member events across Circle and HubSpot. Create and update contacts when new member joins, join timestamp appears, or external id is receivedβso you can update records, create missing contacts, and add to campaigns without manual contact importing and deduping.
How this automation updates your member contacts
When new member events happen in Circle but contacts stay missing or outdated, teams lose time to manual importing and deduping. This automation catches the new member event, finds, updates, or creates the matching HubSpot contactβso your CRM stays current.
Circleor swap with your favorite app
2.Finds contact by email
Integrate HubSpot and CRM search tools to search by email to locate the matching contact before updating properties.
HubSpotor swap with your favorite app
3.Updates contact properties
Integrate HubSpot and contact properties mapping to update membership flags and join date to preserve accurate CRM context.
4.Creates contact and adds to campaign
Integrate HubSpot and campaign lists to create a new contact and add it to the configured campaign list when no match exists.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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