Integrate Circle with Pipedrive

Send information between Circle and Pipedrive automatically, without writing any code, using Zoho Flow.

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Create a new deal in Pipedrive when a post is added to a channel or a community in Circle

Integrate Circle with Pipedrive using Zoho Flow. Whenever a post is added to a channel or a community in Circle, Zoho Flow automatically creates a new deal in Pipedrive. This integration keeps your workflows in sync and eliminates manual work.

Set up this flow in minutes — no coding required.

How it works
  1. The flow triggers when a post is added to a channel or a community in Circle.
  2. Zoho Flow creates a new deal in Pipedrive.
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Create a new deal in Pipedrive when a post is added to a channel or a community in Circle

Circle + Pipedrive

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Supported triggers and actions

Integrate Circle and Pipedrive using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Member added

Triggers when a new member joins a community or when a member is added by an admin

Comment created

Triggers when a new comment is added

Space created

Triggers when a new space is created

Course completed

Triggers when a member completes a course

New RSVP

Triggers when a member responds to an event invitation

Event created

Triggers when a new event is created

Post created

Triggers when a post is added to a channel or a community

Member tagged

Triggers when a member is tagged

Organization created

Triggers when a new organization is created

Organization updated

Triggers when any detail of an existing organization is updated

Contact person created

Triggers when a new contact person is created

Deal updated

Triggers when any detail of an existing deal is updated

Project created

Triggers when a new project is created

Deal created

Triggers when a new deal is created

Pipeline stage created

Triggers when a new pipeline stage is created

Product updated

Triggers when any detail of an existing product is updated

Pipeline created

Triggers when a new pipeline is created

Project updated

Triggers when any detail of an existing project is updated

Note updated

Triggers when an existing note is updated

Lead updated

Triggers when any detail of an existing lead is updated

Contact person updated

Triggers when any detail of an existing contact person is updated

Note created

Triggers when a new note is added

Lead created

Triggers when a new lead is created

Activity created

Triggers when a new activity is created

Activity updated

Triggers when any detail of an existing activity is updated

Product created

Triggers when a new product is created

All Actions - Actions are the automated tasks

Invite member

Invites a new member to your community

Create comment

Creates a new comment

Send direct message

Sends a new direct message to an existing member

Create post

Creates a new post on the selected space

Add member to space

Adds a new member to the selected space

Add member to space group

Adds a new member to the selected space group and its spaces

Tag member

Tags a specific member

Fetch member

Fetches the details of an existing member using email or ID

Untag member

Untags a specific member

Remove member

Removes the specified member from your community

Remove member from space

Removes the specified member from the selected space

Remove member from space group

Removes the specified member from the selected space group and its spaces

Create contact person

Creates a new contact person

Add products to a deal

Adds multiple products to a deal

Create deal

Creates a new deal

Create lead

Creates a new lead

Create project

Creates a new project

Create activity

Creates a new activity

Create product

Creates a new product

Create organization

Creates a new organization

Create note

Creates a new note for the selected lead, deal, person, or organization

Update organization

Updates the details of an existing organization

Update lead

Updates the details of an existing lead

Update project

Updates the details of an existing project

Update activity

Updates the details of an existing activity

Update product

Updates the details of an existing product

Update contact person

Updates the details of an existing contact person

Update deal

Updates the details of an existing deal

Fetch field options

Fetches the specific field options by using its ID or name

Fetch lead

Fetches the details of an existing lead

Fetch deal

Fetches the details of an existing deal

Fetch product

Fetches the details of an existing product

Fetch contact person

Fetches the details of an existing contact person

Fetch activity

Fetches the details of an existing user activity

Fetch organization

Fetches the details of an existing organization

Fetch project

Fetches the details of an existing project

Fetch user

Fetches the details of an existing user

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.

CRM

What is Pipedrive?

Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.

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.

Learn more >

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Founder and CEO, OpIndia (online news publishing house)

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Director - Product & Strategy, Amazos

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Hitesh Matlani

Director - Business Development and Operations, Package Mate

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