Integrate Circle with Pipedrive
Send information between Circle and Pipedrive automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
- The flow triggers when a post is added to a channel or a community in Circle.
- Zoho Flow creates a new deal in Pipedrive.
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 tagged
Triggers when a member is tagged
New RSVP
Triggers when a member responds to an event invitation
Event created
Triggers when a new event is created
Course completed
Triggers when a member completes a course
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
Post created
Triggers when a post is added to a channel or a community
Activity created
Triggers when a new activity is created
Product created
Triggers when a new product is created
Activity updated
Triggers when any detail of an existing activity is updated
Deal created
Triggers when a new deal is created
Project created
Triggers when a new project is created
Pipeline stage created
Triggers when a new pipeline stage is created
Organization updated
Triggers when any detail of an existing organization is updated
Organization created
Triggers when a new organization is created
Deal updated
Triggers when any detail of an existing deal is updated
Contact person created
Triggers when a new contact person is created
Contact person updated
Triggers when any detail of an existing contact person is updated
Lead updated
Triggers when any detail of an existing lead is updated
Lead created
Triggers when a new lead is created
Note created
Triggers when a new note is added
Pipeline created
Triggers when a new pipeline is created
Product updated
Triggers when any detail of an existing product is updated
Note updated
Triggers when an existing note is updated
Project updated
Triggers when any detail of an existing project is updated
All Actions - Actions are the automated tasks
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
Send direct message
Sends a new direct message to an existing member
Create post
Creates a new post on the selected space
Invite member
Invites a new member to your community
Create comment
Creates a new comment
Tag member
Tags a specific member
Fetch member
Fetches the details of an existing member using email or ID
Remove member from space
Removes the specified member from the selected space
Untag member
Untags a specific member
Remove member
Removes the specified member from your community
Remove member from space group
Removes the specified member from the selected space group and its spaces
Create activity
Creates a new activity
Create project
Creates a new project
Create organization
Creates a new organization
Create product
Creates a new product
Add products to a deal
Adds multiple products to a deal
Create contact person
Creates a new contact person
Create lead
Creates a new lead
Create deal
Creates a new deal
Create note
Creates a new note for the selected lead, deal, person, or organization
Update contact person
Updates the details of an existing contact person
Update product
Updates the details of an existing product
Update deal
Updates the details of an existing deal
Update lead
Updates the details of an existing lead
Update organization
Updates the details of an existing organization
Update activity
Updates the details of an existing activity
Update project
Updates the details of an existing project
Fetch user
Fetches the details of an existing user
Fetch activity
Fetches the details of an existing user activity
Fetch contact person
Fetches the details of an existing contact person
Fetch project
Fetches the details of an existing project
Fetch organization
Fetches the details of an existing organization
Fetch lead
Fetches the details of an existing lead
Fetch field options
Fetches the specific field options by using its ID or name
Fetch product
Fetches the details of an existing product
Fetch deal
Fetches the details of an existing deal
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.
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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.
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