Integrate Circle with Freshsales
Send information between Circle and Freshsales automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Circle and Freshsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Comment created
Triggers when a new comment is added
Member tagged
Triggers when a member is tagged
Post created
Triggers when a post is added to a channel or a community
Event created
Triggers when a new event is created
Member added
Triggers when a new member joins a community or when a member is added by an admin
New RSVP
Triggers when a member responds to an event invitation
Course completed
Triggers when a member completes a course
Space created
Triggers when a new space is created
New lead
Triggers when a new lead is created in the selected view
New deal
Triggers when a new deal is created in the selected view
New contact
Triggers when a new contact is created in the selected view
New account
Triggers when a new account is created in the selected view
All Actions - Actions are the automated tasks
Create post
Creates a new post on the selected space
Send direct message
Sends a new direct message to an existing member
Create comment
Creates a new comment
Invite member
Invites a new member to your community
Tag member
Tags a specific member
Add member to space group
Adds a new member to the selected space group and its spaces
Add member to space
Adds a new member to the selected space
Fetch member
Fetches the details of an existing member using email or ID
Remove member from space group
Removes the specified member from the selected space group and its spaces
Remove member from space
Removes the specified member from the selected space
Remove member
Removes the specified member from your community
Untag member
Untags a specific member
Create contact
Creates a new contact
Add note to lead
Adds a note to the selected lead
Create lead
Creates a new lead
Add note to contact
Adds a note to the selected contact
Create deal
Creates a new deal
Update contact
Updates the details of an existing contact
Update lead
Updates the details of an existing lead
Convert lead
Converts a lead to contact
Fetch lead by ID
Fetches the details of an existing lead by ID
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch contact by email address
Fetches the details of a existing contact by email
Fetch lead by email address
Fetches the details of an existing lead by email
What is Circle?
Circle is a comprehensive, membership-based community platform for creators and brands that helps you bring members together for engaging discussions, live streams, and events.
Similar apps
What is Freshsales?
Freshsales is CRM with built-in phone and email. You can manage leads and deals, track customer activities on website, and customize reports for better insights.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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