1.Triggers on course completion
Integrate Circle to capture the member email and completion timestamp from the course completion event.
Update CRM contact when community member completes course
Automatically monitor member completed course events across Circle and HubSpot. Automatically update CRM contact dates and completion flags when course completion recorded, member finishes course, or completion timestamp capturedβso you can update records, tag completions, and share timing insights without manual data entry.
How this automation updates your contact history
When a member completes a course, delays can hide who finished training and when. This automation monitors course completion in Circle, finds the matching contact in HubSpot, and updates completion dates and flagsβso your team can act with current training signals.
Circleor swap with your favorite app
2.Finds contact by email
Integrate HubSpot to search for an existing contact using the member email and match only valid contacts.
HubSpotor swap with your favorite app
3.Updates contact completion
Integrate HubSpot to set the configured completion date property and apply a completion flag or tag.
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