Circle + SWELLEnterprise Integration

Connect Circle to SWELLEnterprise in 1 click

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Popular Circle + SWELLEnterprise Workflows

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Circle + SWELLEnterprise Integration

Create SWELLEnterprise 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 - SWELLEnterprise integration, anytime a new Circle contact is created, an SWELLEnterprise 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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SWELLEnterprise + Circle Integration

Create Circle contact for new SWELLEnterprise 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 SWELLEnterprise - Circle integration, anytime a new SWELLEnterprise 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 + SWELLEnterprise 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
  • SWELLEnterprise
    Client is created in SWELLEnterprise Instant
  • SWELLEnterprise
    Client is updated in SWELLEnterprise Instant
  • SWELLEnterprise
    Client is deleted in SWELLEnterprise Instant
  • SWELLEnterprise
    Lead is created in SWELLEnterprise Instant
  • SWELLEnterprise
    Lead is updated in SWELLEnterprise Instant
  • SWELLEnterprise
    Lead is deleted in SWELLEnterprise Instant
  • SWELLEnterprise
    Invoice is created in SWELLEnterprise Instant
  • SWELLEnterprise
    Invoice is updated in SWELLEnterprise Instant
  • SWELLEnterprise
    Invoice is deleted in SWELLEnterprise Instant
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
  • SWELLEnterprise
    Create client in SWELLEnterprise
  • SWELLEnterprise
    Create opportunity in SWELLEnterprise
  • SWELLEnterprise
    Create contact in SWELLEnterprise
  • SWELLEnterprise
    Create board in SWELLEnterprise
  • SWELLEnterprise
    Create campaign in SWELLEnterprise
  • SWELLEnterprise
    Create event in SWELLEnterprise
  • SWELLEnterprise
    Create vendor in SWELLEnterprise
  • SWELLEnterprise
    Create lead in SWELLEnterprise
  • SWELLEnterprise
    Create subscriber in SWELLEnterprise
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You Can Also Connect Circle or SWELLEnterprise With 1200+ Other Apps

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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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Manage your entire business, from accounting to sales and marketing in one platform. Get real-time insights on all your data and use SWELLEnterprise's powerful workflow tools to organize and automate it for you.

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