Circle + Concord Integration

Connect Circle to Concord in 1 click

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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
  • Concord
    Contact is created in Concord Instant
  • Concord
    Company is created in Concord Instant
  • Concord
    Deal status is changed in Concord Instant
  • Concord
    Deal is created in Concord Instant
  • Concord
    Deal stage is changed in Concord Instant
  • Concord
    Stage is created in Concord
  • Concord
    Note is created in Concord
  • Concord
    User is created in Concord
  • Concord
    Call is created in Concord
  • Concord
    Product is created in Concord
  • Concord
    Activity is created in Concord
  • Concord
    Pipeline is created in Concord
  • Concord
    Document is created in Concord
  • Concord
    Document status is changed in Concord Instant
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2.

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Ready Workflows Ready Workflows   for Circle + Concord Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Concord + Circle Integration

Create Circle contact for new Concord contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Concord - Circle integration, anytime a new Concord contact is created, an Circle contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Circle + Concord Integration

Create Concord contact for new Circle contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Circle - Concord integration, anytime a new Circle contact is created, an Concord contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Circle + Concord Integration

Create Concord deal from new Circle contact

Anytime a new contact is created in your Circle, a new deal will automatically be created in your Concord. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Circle - Concord integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Automations

Top 10 Most Popular Circle Automations from
Integrately Community

Just click on the workflow you want to automate

WordPress logo
Circle logo
Create Circle contact for new WordPress user
Activate
Circle logo
Notion logo
Create Notion database item for new Circle contact
Activate
Circle logo
ActiveCampaign logo
Create ActiveCampaign contact for new Circle contact
Activate
ThriveCart logo
Circle logo
Create Circle contact from new ThriveCart purchase
Activate
Circle logo
Shopify logo
Create Shopify customer for new Circle contact
Activate
WordPress logo
Circle logo
Create Circle contact for new WordPress user
Activate
Circle logo
Notion logo
Create Notion database item for new Circle contact
Activate
Circle logo
ActiveCampaign logo
Create ActiveCampaign contact for new Circle contact
Activate
ThriveCart logo
Circle logo
Create Circle contact from new ThriveCart purchase
Activate
Circle logo
Shopify logo
Create Shopify customer for new Circle contact
Activate
WooCommerce logo
Circle logo
Create Circle contact from new WooCommerce customer
Activate
Microsoft Excel logo
Circle logo
Create Circle contact for new Microsoft Excel row
Activate
Encharge logo
Circle logo
Create Circle contact for new Encharge person
Activate
Circle logo
NationBuilder logo
Create NationBuilder contact for new Circle contact
Activate
Circle logo
Online Live Support logo
Send Online Live Support message for new Circle contact
WooCommerce logo
Circle logo
Create Circle contact from new WooCommerce customer
Activate
Microsoft Excel logo
Circle logo
Create Circle contact for new Microsoft Excel row
Activate
Encharge logo
Circle logo
Create Circle contact for new Encharge person
Activate
Circle logo
NationBuilder logo
Create NationBuilder contact for new Circle contact
Activate
Circle logo
Online Live Support logo
Send Online Live Support message for new Circle contact

Top 10 Most Popular Concord Automations from
Integrately Community

Most popularmost-popular-automations
01
Google Sheets logo
Concord logo
Create Concord contact for new Google Sheets row
02
CompanyHub logo
Concord logo
Create Concord contact for new CompanyHub record
03
Salesforce logo
Concord logo
Create Concord contact for new Salesforce record
04
Airtable logo
Concord logo
Create Concord contact for new Airtable record
05
Notion logo
Concord logo
Create Concord contact for new Notion database item
cloud
Concord
app integration
06
PostgreSQL logo
Concord logo
Create Concord contact for new PostgreSQL row
07
Shoplazza logo
Concord logo
Create Concord contact from new Shoplazza customer
08
Concord logo
PostgreSQL logo
Create PostgreSQL row for new Concord contact
09
Concord logo
SmartSuite logo
Create SmartSuite row for new Concord contact
10
Wassenger logo
Concord logo
Create Concord note for new Wassenger message
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
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Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect Circle or Concord With 1400+ Other Apps

Circle
Circle
Circle is a social network that allows you to bring together all of your discussions, memberships, and content. Your community remains unique and thrives under your own brand as it grows on Circle.so
Concord
Concord
Concord CRM is a self-hosted deal management CRM that helps close deals faster with customizable pipeline management and tailored win probabilities. Easy-to-use, affordable, it is the perfect solution for streamlining your sales process.