Circle + OneHash CRM Integration

Connect Circle to OneHash CRM - Automate your workflows in 1-click

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Create Circle contact for new OneHash CRM 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 OneHash CRM - Circle integration, anytime a new OneHash CRM 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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Create OneHash CRM 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 - OneHash CRM integration, anytime a new Circle contact is created, an OneHash CRM 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.

Activate

When Customer is created in OneHash CRM > Check condition > Add member to space group in Circle

OneHash CRM + Circle Integration

Activate

When Customer is created in OneHash CRM > Check condition > Add member to space in Circle

OneHash CRM + Circle Integration

Activate

When Member is added in Circle > Check condition > Create contact in OneHash CRM

Circle + OneHash CRM Integration

Activate

When Member is added in Circle > Check condition > Create lead in OneHash CRM

Circle + OneHash CRM Integration

Activate

When Lead is created in OneHash CRM > Check condition > Add member to space group in Circle

OneHash CRM + Circle Integration

Activate

When Lead is created in OneHash CRM > Check condition > Add member to space in Circle

OneHash CRM + Circle Integration

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Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Circle & OneHash CRM

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Member is added in Circle
Member is tagged in Circle
Comment is added in Circle
Post is created in Circle
Member charge is paid in Circle
Space is created in Circle
Community is created in Circle
Member charge is refunded in Circle
Subscription is active in Circle
Subscription is canceled in Circle
Subscription is past due in Circle
Lead is created in OneHash CRM
Lead is updated in OneHash CRM
Customer is updated in OneHash CRM
Contact is updated in OneHash CRM
Customer is created in OneHash CRM
Contact is created in OneHash CRM
Item is updated in OneHash CRM
Item is created in OneHash CRM

Invite a member in Circle
Add member to space group in Circle
Add member to space in Circle
Remove member from space in Circle
Remove member from your community in Circle
Remover member from space group in Circle
Get member by id in Circle
Create a topic in Circle
Tag a community member in Circle
Create event in Circle
Send direct message in Circle
Search Member in Circle
Untag a community member in Circle
Update member in Circle
RSVP member to event in Circle
Start group chat in Circle
Update event in Circle
Remove member from event in Circle
Search member has a specific member tag assigned in Circle
Search member of space group in Circle
Create comment in Circle
Create customer in OneHash CRM
Create contact in OneHash CRM
Search contact in OneHash CRM
Create lead in OneHash CRM
Create quotation in OneHash CRM
Create purchase invoice in OneHash CRM
Create sales invoice in OneHash CRM
Create item in OneHash CRM
Create sales order in OneHash CRM
Create purchase order in OneHash CRM

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Integrate Circle & OneHash CRM In 1 Click
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Want to automate something else in your workflow?

You Can Also Connect Circle or OneHash CRM With 1100+ Other Apps

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

See Circle Integrations

OneHash CRM is a go-to platform for managing your entire workflow. It helps you efficiently track leads, customers, and item updates, generate contacts, manage inventory, and handles invoices and quotations in one platform.

See OneHash CRM Integrations