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Circle + LeadConnector

Circle + LeadConnector integrations

Create opportunities in LeadConnector when Circle lessons are completed

Simplify your sales pipeline whenever a member completes a course lesson in Circle. This workflow identifies this event and dynamically adds or updates an opportunity in the LeadConnector. It's a perfect solution if you're looking for an efficient way to track member progress in Circle and manage sales opportunities more effectively in LeadConnector. Keep your team updated and never miss a chance to nurture potential leads.

When this happens...
Member Completed Course LessonTriggers when a member completes a lesson in a course.
TriggerPolling
automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with Circle and LeadConnector

Discover other triggers and actions you can use with Circle and LeadConnector

- Community
Trigger
Polling
Try It
- Community
  Required
- Trigger Once Per Content
  Required
Trigger
Polling
Try It
- Community
Trigger
Polling
Try It
New Community
Triggers when a new community is created by the user.
Trigger
Polling
Try It
- Community
  Required
Trigger
Polling
Try It

- Community
  Required
Trigger
Polling
Try It
- Community
  Required
Trigger
Polling
Try It

- Community
Trigger
Polling
Try It
- Community
  Required
- Course Space
Trigger
Polling
Try It
- Community
  Required
- Course Space
- Section
Trigger
Polling
Try It
- Community
Trigger
Polling
Try It
- Community
  Required
- Course Space
- Section
- Quiz
  Required
Trigger
Polling
Try It
- Community
  Required
- Access Group
  Required
- Email
  Required
Action
Write
- Community
  Required
- Space
  Required
- Email
  Required
Action
Write
- First Name
- Last Name
- Email
  Required
- Member Tags
Action
Write
- Community
  Required
- Course Space
  Required
- Name
  Required
Action
Write
- Community
  Required
- Space
  Required
- Post Name
- Post Description
- Pin to top
- Comments Enabled
- Liking Enabled
- User Email
- Custom HTML
- Disable Truncation
- Hide Meta Info
- Meta Title
- Meta Description
- OpenGraph Title
- OpenGraph Description
- Skip Notifications
Action
Write
- Community
  Required
- Course Space
- Section
- Lesson
  Required
- Member Email
  Required
Action
Write
- Community
  Required
- Space Group
  Required
- Email
  Required
Action
Write
- Community
  Required
- Email
  Required
Action
Write
- Community
  Required
- User Email
  Required
- Message Body
  Required
Action
Write
- Community
  Required
- Member Tag
  Required
- User Email
  Required
Action
Write
- Community
  Required
- Member Tag
  Required
- Email
  Required
Action
Write
- Community
  Required
- Member ID
  Required
- Name
- Profile Image
- Headline
- Bio
- Location
- Website URL
- Twitter URL
- Facebook URL
- Instagram URL
- Linkedin URL
- Add to Space(s)
- Add Member Tag(s)
- Is Flagged
- Messaging Enabled By Admin
Action
Write
- Member Email
  Required
- Member Tag
  Required
- Community
  Required
Action
Search
- Member Email
  Required
- Space Group
  Required
- Community
  Required
Action
Search
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

- 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
- Community
  Required
Trigger
Polling
Try It
- Community
  Required
Trigger
Polling
Try It
- Community
  Required
- Event
  Required
Trigger
Polling
Try It
- Community
  Required
- Space
Trigger
Polling
Try It
- Community
  Required
- Course Space
- Section
- Lesson
Trigger
Polling
Try It
- Community
  Required
Trigger
Polling
Try It
- Community
  Required
- Course Space
- Section
- Quiz
  Required
Trigger
Polling
Try It
- Community
  Required
- Course Space
- Section
- Quiz
  Required
Trigger
Polling
Try It
- Community
  Required
- Space Group
  Required
- Email
  Required
Action
Write
- Community
  Required
- Space
  Required
- Post
  Required
- Member Email
- Comment Body
  Required
- Skip Notifications?
Action
Write
- Community
  Required
- Course Space
- Section
  Required
- Name
  Required
- Status
- Body (HTML)
- Comments Enabled
- Featured Media Enabled
- Featured Media Download Enabled
Action
Write
- Community
  Required
- Space
  Required
- Name
  Required
- Description
- Custom Slug
- Start DateTime
  Required
- Duration
  Required
- Location type
  Required
- Virtual Location URL (Optional)
- In Person Location (Optional)
- Hide Location from Non-attendees
- Disable RSVPs
- Send Email Reminder
- Send In-App Notification Reminder
- Send Email Confirmation
- Send In-App Notification Confirmation
- Enable Custom Thank You Message
- Confirmation Message Title
- Confirmation Message Description
- Confirmation Message Button Title
- Confirmation Message Button Link
- Meta Title
- Meta Description
- Opengraph Title
- Opengraph Description
- Opengraph Image
- Hide Meta Info
- Disable likes
- Disable comments
- Hide Attendees
- Hide from featured areas
- Enable RSVP Limit
- RSVP Limit
Action
Write
- Email
  Required
- Password
- Name
- Community
  Required
- Profile Image
- Headline
- Bio
- Location
- Website URL
- Twitter URL
- Facebook URL
- Instagram URL
- Linkedin URL
- Add to Space(s)
- Add to Space Group(s)
- Add Member Tag(s)
- Skip Invitation Email?
- Is Flagged
- Messaging Enabled By Admin
Action
Write
- Community
  Required
- Access Group
  Required
- Email
  Required
Action
Write
- Community
  Required
- Space
  Required
- Email
  Required
Action
Write
- Community
  Required
- Event
  Required
- Member email
  Required
Action
Write
- Community
  Required
- Member Emails
  Required
- Message Body
  Required
Action
Write
- Community
  Required
- Event
  Required
- Member email
  Required
Action
Write
- Community
  Required
- Space
  Required
- Event
  Required
- Name
- body
- Custom Slug
- Start DateTime
- Duration
- Location Type
- Virtual Location URL (Optional)
- In Person Location (Optional)
- Disable RSVPs
- Hide Location from Non-attendees
- Send Email Reminder
- Send In-App Notification Reminder
- Send Email Confirmation
- Send In-App Notification Confirmation
- Enable Custom Thank You Message
- Confirmation Message Title
- Confirmation Message Description
- Confirmation Message Button Title
- Confirmation Message Button Link
- Meta Title
- Meta Description
- Opengraph Title
- Opengraph Description
- Opengraph Image
- Hide Meta Info
- Disable likes
- Disable comments
- Hide Attendees
- Hide from featured areas
- Enable RSVP Limit
- RSVP Limit
Action
Write
- Community Id
  Required
- Email
  Required
Action
Search
- Member Email
  Required
- Space
  Required
- Community
  Required
Action
Search
- In Pipeline
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
- Select Stage
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

About Circle

A modern community platform for creators.

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Related categories

CRM (Customer Relationship Management)

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About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Change pipeline stages in LeadConnector and add new members to access groups in Circle