Circle + KonnektiveCRM
Add new KonnektiveCRM orders to Circle as members in spaces
Easily streamline your CRM and online community management with this effective workflow. Every time a new order is secured in KonnektiveCRM, this automation will add a new member to a chosen space in your Circle app. In a single step, you'll improve member management and ensure no client goes unnoticed in your community.
Easily streamline your CRM and online community management with this effective workflow. Every time a new order is secured in KonnektiveCRM, this automation will add a new member to a chosen space in your Circle app. In a single step, you'll improve member management and ensure no client goes unnoticed in your community.
- When this happens...New Order
Triggers when a new order is created. NOTE: If QA is active the order must be approved before the sale will trigger.
- automatically do this!Add Member to Space
Add a member to a space.
- Free forever for core features
- 14 day trial for premium features & apps
New Customer
Triggers when a new customer is created.
Try ItTransaction TypeRequired
Product
Try ItCampaignRequired
Quality Assurance
Phone NumberRequired
Email AddressRequired
First NameRequired
Last NameRequired
Street AddressRequired
Street Address 2
CityRequired
CountryRequired
StateRequired
Zip CodeRequired
Shipping InformationRequired
Product IdRequired
Product Quantity
Product Price
Product Ship Price
Ship First Name
Ship Last Name
Ship Street Address
Ship Street Address 2
Ship City
Ship Country
Ship State
Ship Zip Code
Contact Opt In
Email Opt In
Marketing Opt In
Community
Try It
Campaign
Order Type
Upsell
Campaign Product Id
Try ItCampaignRequired
Email AddressRequired
Phone Number
First NameRequired
Last NameRequired
Street AddressRequired
Address 2
CityRequired
CountryRequired
StateRequired
Zip CodeRequired
Ship First Name
Ship Last Name
Ship Street Address
Ship Address 2
Ship City
Ship Country
Ship State
Ship Zip Code
Contact Opt In
Email Opt In
Marketing Opt In
CampaignRequired
Session Id
Quality Assurance
Phone Number
Email AddressRequired
First NameRequired
Last NameRequired
Street AddressRequired
Street Address 2
CityRequired
CountryRequired
StateRequired
Zip CodeRequired
ProductRequired
Product Quantity
Product Price
Product Ship Price
Product 2
Product 2 Quantity
Product 2 Price
Product 2 Ship Price
Product 3
Product 3 Quantity
Product 3 Price
Product 3 Ship Price
Shipping InformationRequired
Ship First Name
Ship Last Name
Ship Street Address
Ship Street Address 2
Ship Country
Ship State
Ship City
Ship Zip Code
Custom 1
Custom 2
Custom 3
Custom 4
Custom 5
Contact Opt In
Email Opt In
Marketing Opt In
CommunityRequired
Trigger Once Per ContentRequired
Try It
