Circle + WHMCS Integration

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

Make use of Circle and WHMCS automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Combine the benefits of both with Integrately’s Circle + WHMCS integration.
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Circle + WHMCS Integration

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

Create Circle contact from new WHMCS ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Circle. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Circle integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Circle.

This makes it easy to keep track of your support tickets and contacts in one place.
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WHMCS + Circle Integration

Create Circle contact for new WHMCS 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 WHMCS - Circle integration, anytime a new WHMCS 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 Your Own Circle & WHMCS Integration Without Any Code

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Circle + WHMCS Integration
1.
  • Circle
    Member is added in Circle

    Triggers the automation whenever a new member is added

  • Circle
    Member is tagged in Circle

    Triggers the automation whenever tag is assigned to a member

  • Circle
    Comment is added in Circle

    Triggers the automation whenever a comment is added

  • Circle
    Post is created in Circle

    Triggers the automation whenever a new post is created

  • Circle
    Member charge is paid in Circle

    Triggers the automation whenever a member pays the subscription charges

  • Circle
    Space is created in Circle

    Triggers the automation whenever a new space is created

  • Circle
    Community is created in Circle

    Triggers the automation whenever a coummunity is created

  • Circle
    Member charge is refunded in Circle

    Triggers the automation whenever the subscription amount is refunded to a member

  • Circle
    Subscription is active in Circle

    Triggers the automation whenever a subscription is active

  • Circle
    Subscription is canceled in Circle

    Triggers the automation whenever a subscription is canceled

  • Circle
    Subscription is past due in Circle

    Triggers the automation whenever any subscription remains unpiad past the due date

  • Circle
    Trial subscription is created in Circle

    Triggers the automation whenever a trial subscription is created

  • WHMCS
    Invoice is paid in WHMCS

    Triggers the automation whenever an invoice is marked as paid

  • WHMCS
    Order is created in WHMCS

    Automatically finds and retrieves contact information

  • WHMCS
    Invoice is created in WHMCS

    Triggers the automation whenever any invoice is added or modified

  • WHMCS
    Client is created in WHMCS

    Triggers the automation whenever a new client is created

  • WHMCS
    Ticket is created in WHMCS

    Triggers the automation whenever a todo item is created

  • WHMCS
    Todo item is created in WHMCS

    Automatically updates contact information with new details

2.
  • Circle
    Invite a member in Circle

    Automatically invites a user

  • Circle
    Add member to space group in Circle

    Automatically adds a member to a space group

  • Circle
    Add member to space in Circle

    Automatically invites a new member to join your workspace or group

  • Circle
    Remove member from space in Circle

    Automatically removes a member from a designated workspace or community

  • Circle
    Remove member from your community in Circle

    Automatically removes selected member from your community

  • Circle
    Remover member from space group in Circle

    Automatically removes a member from a space group

  • Circle
    Get member by id in Circle

    Automatically retrieves a member's data based on their ID

  • Circle
    Create a post in Circle

    Automatically creates a new post

  • Circle
    Tag a community member in Circle

    Automatically tags a community member

  • Circle
    Create event in Circle

    Automatically adds a new contact to the contact list

  • Circle
    Send direct message in Circle

    Automatically sends a private message to a recipient

  • Circle
    Search Member in Circle

    Automatically searches for a member with

  • Circle
    Untag community member in Circle

    Automatically removes tag from the community member

  • Circle
    Update member in Circle

    Automatically updates a member's information

  • Circle
    RSVP member to event in Circle

    Automatically RSVPs a member to an event

  • Circle
    Start group chat in Circle

    Automatically starts a group chat with selected participants

  • Circle
    Update event in Circle

    Automatically updates event details with the latest information

  • Circle
    Remove member from event in Circle

    Automatically removes a member from a particular event

  • Circle
    Search member has a specific member tag assigned in Circle

    Automatically searches for members with a tag assigned

  • Circle
    Search member of space group in Circle

    Automatically searches for a member of a space group

  • Circle
    Create comment in Circle

    Automatically generates a new comment

  • WHMCS
    Create client in WHMCS

    Automatically generates a new client profile

  • WHMCS
    Delete client in WHMCS

    Automatically removes client from the database

  • WHMCS
    Create ticket in WHMCS

    Automatically generates a new ticket

  • WHMCS
    Update ticket in WHMCS

    Automatically searches for DNS records by domain name

  • WHMCS
    Create invoice in WHMCS

    Automatically creates a new project

  • WHMCS
    Create contact in WHMCS

    Automatically generates invoices for sales transactions

  • WHMCS
    Search contact in WHMCS
  • WHMCS
    Update contact in WHMCS

    Automatically updates ticket information

  • WHMCS
    Create project in WHMCS
  • WHMCS
    Get client by id in WHMCS

    Automatically retrieves client information based on their ID

  • WHMCS
    Search ticket in WHMCS

    Triggers the automation whenever a new ticket is created

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You Can Also Connect Circle or WHMCS 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

See Circle Integrations
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WHMCS is a powerful billing & support platform for online businesses. It allows you to create products, manage clients, automate recurring billing and handle complex support cases with ease.

See WHMCS Integrations

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