Circle + Clientify Integration

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Popular Circle + Clientify Workflows

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Circle + Clientify Integration

Create Clientify contact for new Circle contact

Creating a new Clientify contact for every new Circle contact is a great way to keep your databases in sync. This way, you can be sure that your customers' information is accurate and up to date, and that you're able to track their purchase history.

Additionally, this Circle - Clientify integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your Clientify and Circle systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.
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Circle + Clientify Integration
1.
  • Circle
    Space is created in Circle
  • Circle
    Member is added in Circle
  • Circle
    Member is tagged in Circle
  • Circle
    Comment is added in Circle
  • Circle
    Post is created in Circle
  • Circle
    Member charge is paid in Circle
  • Circle
    Community is created in Circle
  • Circle
    Member charge is refunded in Circle
  • Circle
    Subscription is active in Circle
  • Circle
    Subscription is canceled in Circle
  • Circle
    Subscription is past due in Circle
  • Circle
    Trial subscription is created in Circle
  • Clientify
    Contact is created in Clientify
  • Clientify
    Contact is updated in Clientify
  • Clientify
    Deal stage is updated in Clientify
  • Clientify
    Deal is created in Clientify
  • Clientify
    Task is created in Clientify
  • Clientify
    Company is created in Clientify
2.
  • Circle
    Invite a member in Circle
  • Circle
    Add member to space group in Circle
  • Circle
    Add member to space in Circle
  • Circle
    Remove member from space in Circle
  • Circle
    Remove member from your community in Circle
  • Circle
    Remover member from space group in Circle
  • Circle
    Get member by id in Circle
  • Circle
    Create a post in Circle
  • Circle
    Tag a community member in Circle
  • Circle
    Create event in Circle
  • Circle
    Send direct message in Circle
  • Circle
    Search Member in Circle
  • Circle
    Untag community member in Circle
  • Circle
    Update member in Circle
  • Circle
    RSVP member to event in Circle
  • Circle
    Start group chat in Circle
  • Circle
    Update event in Circle
  • Circle
    Remove member from event in Circle
  • Circle
    Search member has a specific member tag assigned in Circle
  • Circle
    Search member of space group in Circle
  • Circle
    Create comment in Circle
  • Clientify
    Create contact in Clientify
  • Clientify
    Search contact in Clientify
  • Clientify
    Search user in Clientify
  • Clientify
    Create deal in Clientify
  • Clientify
    Update deal in Clientify
  • Clientify
    Get deal in Clientify
  • Clientify
    Close deal in Clientify
  • Clientify
    Create task in Clientify
  • Clientify
    Create order in Clientify
  • Clientify
    Get company in Clientify
  • Clientify
    Create abandoned cart in Clientify
  • Clientify
    Search product in Clientify
  • Clientify
    Delete product in Clientify
  • Clientify
    Create product in Clientify
  • Clientify
    Search deal in Clientify
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