Circle + Retently Integration

Connect Circle to Retently - Automate your workflows in 1-click

Make use of Circle automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. With Retently automations, you can store all customer data in one place, use it for product development, personalize marketing campaigns, and improve overall customer experience. Skip the manual back and forth! Easily automate the flow of data between Circle & Retently using Integrately.

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Ready Workflows For Circle + Retently Integration

Just click on the workflow you want to automate

Create Circle contact for new Retently response

When someone completes your Retently, a new contact is automatically created in your Circle. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the Retently is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Retently - Circle integration set up makes it easy to manage your customer relationships and grow your business.

Activate

When Survey response is created in Retently > Check any condition > Add member to space group in Circle

Retently + Circle Integration

Activate

When Survey response is created in Retently > Check any condition > Add member to space in Circle

Retently + Circle Integration

Activate

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Create Your Own Circle & Retently Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Member is added in Circle
Triggers the automation whenever a new member is added
Member is tagged in Circle
Triggers the automation whenever tag is assigned to a member
Comment is added in Circle
Triggers the automation whenever a comment is added
Post is created in Circle
Triggers the automation whenever a new post is created
Member charge is paid in Circle
Triggers the automation whenever a member pays the subscription charges
Space is created in Circle
Triggers the automation whenever a new space is created
Community is created in Circle
Triggers the automation whenever a coummunity is created
Member charge is refunded in Circle
Triggers the automation whenever the subscription amount is refunded to a member
Subscription is active in Circle
Triggers the automation whenever a subscription is active
Subscription is canceled in Circle
Triggers the automation whenever a subscription is canceled
Subscription is past due in Circle
Triggers the automation whenever any subscription remains unpiad past the due date
Trial subscription is created in Circle
Triggers the automation whenever a trial subscription is created
Survey response is created in Retently
Triggers the automation whenever a survey response is submitted
Customer is created in Retently
Triggers the automation whenever a new customer is created
Company is created in Retently
Triggers the automation whenever a new company is created
Overall metric score is updated in Retently
Triggers the automation whenever the overall metric score is updated

Invite a member in Circle
Automatically invites a user
Add member to space group in Circle
Automatically adds a member to a space group
Add member to space in Circle
Automatically invites a new member to join your workspace or group
Remove member from space in Circle
Automatically removes a member from a designated workspace or community
Remove member from your community in Circle
Automatically removes selected member from your community
Remover member from space group in Circle
Automatically removes a member from a space group
Get member by id in Circle
Automatically retrieves a member's data based on their ID
Create a post in Circle
Automatically creates a new post
Tag a community member in Circle
Automatically tags a community member
Create event in Circle
Automatically adds a new contact to the contact list
Send direct message in Circle
Automatically sends a private message to a recipient
Search Member in Circle
Automatically searches for a member with
Untag community member in Circle
Automatically removes tag from the community member
Update member in Circle
Automatically updates a member's information
RSVP member to event in Circle
Automatically RSVPs a member to an event
Start group chat in Circle
Automatically starts a group chat with selected participants
Update event in Circle
Automatically updates event details with the latest information
Remove member from event in Circle
Automatically removes a member from a particular event
Search member has a specific member tag assigned in Circle
Automatically searches for members with a tag assigned
Search member of space group in Circle
Automatically searches for a member of a space group
Create comment in Circle
Automatically generates a new comment
Unsubscribe customer in Retently
Automatically removes customer from mailing list
Create or Update customer in Retently
Automatically creates or updates a customer record
Search customer by email in Retently
Automatically searches for a customer by their email address
Tag a survey response in Retently
Automatically tags a survey response
Search company in Retently
Automatically find information about a company
Create customer and Send survey in Retently
Automatically creates a new customer record and sends a survey to the customer

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

You Can Also Connect Circle or Retently With 1200+ 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

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Retently is a survey tool that helps you measure customer satisfaction and collect valuable feedback. With the help of our surveys, you can improve your product or service, as well as provide excellent support.

See Retently Integrations