Agency Elephant + Circle
Add new Circle members as leads in Agency Elephant
Effortlessly manage your leads in the Agency Elephant app when new members join your Circle community with this handy workflow. Once set up, each time a new member is added in Circle, it will create or update a lead in the Agency Elephant app. This way, you can concentrate on nurturing those relationships while the process stays organized and streamlined behind the scenes.
Effortlessly manage your leads in the Agency Elephant app when new members join your Circle community with this handy workflow. Once set up, each time a new member is added in Circle, it will create or update a lead in the Agency Elephant app. This way, you can concentrate on nurturing those relationships while the process stays organized and streamlined behind the scenes.
- 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!Create or Update Lead
Create a new lead, or updates an existing lead.
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