Integrate Zoho CRM with Circle
Send information between Zoho CRM and Circle automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact, or updates it if the email already exists in Zoho CRM when a member is tagged in Circle
Integrate Circle with Zoho CRM using Zoho Flow. Whenever a member is tagged in Circle, Zoho Flow automatically creates a new contact, or updates it if the email already exists in Zoho CRM. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a member is tagged in Circle.
- Zoho Flow creates a new contact, or updates it if the email already exists in Zoho CRM.
Create a new contact, or updates it if the email already exists in Zoho CRM when a member is tagged in Circle
Circle + Zoho CRM
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Supported triggers and actions
Integrate Zoho CRM and Circle using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Entry created or updated
Triggers when a record entry is created or updated
New module
Triggers when a new module is created
New contact
Triggers when a new contact is created
New note
Triggers when a new note is added
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Updated deal
Triggers when an existing deal is updated
Updated module entry
Triggers when an entry is updated in the selected module
New user
Triggers when a new user is created
New lead
Triggers when a new lead is created
User created or updated
Triggers when the details of an existing user are created or updated
Member added
Triggers when a new member joins a community or when a member is added by an admin
Course completed
Triggers when a member completes a course
Post created
Triggers when a post is added to a channel or a community
Comment created
Triggers when a new comment is added
Space created
Triggers when a new space is created
New RSVP
Triggers when a member responds to an event invitation
Member tagged
Triggers when a member is tagged
Event created
Triggers when a new event is created
All Actions - Actions are the automated tasks
Send email template
Sends an email to the specified users
Raise signal
Raises a signal to Zoho CRM
Update module entry
Updates the specified module entry
Update user
Updates the details of an existing user based on user ID
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Send mail merge
Sends a mail merge with details of the selected record
Draft email
Drafts an email for the selected record
Convert lead to contact
Converts a lead to a contact
Un-enroll cadence
Un-enrolles a record from the cadence
Add note
Adds a note to the selected module
Update related module entry
Relates an entry in this module with an entry in another module
Enroll cadence
Enrolls an existing record to a cadence
Add user
Adds a new user
Add tags
Adds tags to the specified record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Remove tags
Removes tags from the specified record
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Fetch account
Fetches an account by its name or unique ID
Clone module entry
Clones an existing module entry
Fetch user
Fetches the details of an existing user by name or email address
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch inventory template
Fetches an inventory template using ID
Fetch email template
Fetches an email template by name
Fetch event
Fetches an event by its title or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch lead
Fetches a lead by email address or unique ID
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
Invite member
Invites a new member to your community
Create post
Creates a new post on the selected space
Tag member
Tags a specific member
Create comment
Creates a new comment
Add member to space
Adds a new member to the selected space
Send direct message
Sends a new direct message to an existing member
Add member to space group
Adds a new member to the selected space group and its spaces
Fetch member
Fetches the details of an existing member using email or ID
Untag member
Untags a specific member
Remove member from space
Removes the specified member from the selected space
Remove member from space group
Removes the specified member from the selected space group and its spaces
Remove member
Removes the specified member from your community
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Director, Perth Security Services
