Create annotations in Crystal Ball for new members added in Circle
When a new member joins your Circle community, keep track of them in the Crystal Ball app by creating an annotation. This workflow streamlines your record-keeping process, ensuring that every new community member is easily accessible in Crystal Ball for future reference and engagement. Stay organized and foster stronger community relationships with this seamless integration.
When a new member joins your Circle community, keep track of them in the Crystal Ball app by creating an annotation. This workflow streamlines your record-keeping process, ensuring that every new community member is easily accessible in Crystal Ball for future reference and engagement. Stay organized and foster stronger community relationships with this seamless integration.
- 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 Annotation in Crystal Ball
Add an annotation in your account for an event.
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