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How to connect Circle and Contacts+
Create a New Scenario to Connect Circle and Contacts+
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Circle, triggered by another scenario, or executed manually (for testing purposes). In most cases, Circle or Contacts+ will be your first step. To do this, click "Choose an app," find Circle or Contacts+, and select the appropriate trigger to start the scenario.
Add the Circle Node
Select the Circle node from the app selection panel on the right.
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Add the Contacts+ Node
Next, click the plus (+) icon on the Circle node, select Contacts+ from the list of available apps, and choose the action you need from the list of nodes within Contacts+.
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Authenticate Contacts+
Now, click the Contacts+ node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Contacts+ settings. Authentication allows you to use Contacts+ through Latenode.
Configure the Circle and Contacts+ Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Circle and Contacts+ Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Circle, Contacts+, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Circle and Contacts+ integration works as expected. Depending on your setup, data should flow between Circle and Contacts+ (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Circle and Contacts+
Circle + Contacts+ + Slack: When a new member joins a Circle, their information is used to create a new contact in Contacts+. A welcome message is then sent to the new member via Slack.
Contacts+ + Circle + Google Sheets: When a contact is updated in Contacts+, the automation enrolls them in a relevant Circle space. This enrollment action will then be logged in Google Sheets.
Circle and Contacts+ integration alternatives
About Circle
Use Circle in Latenode to build thriving online communities. Automate member onboarding, content moderation, and engagement tracking. Trigger workflows based on Circle events, syncing data with CRMs or email tools. Scale community management without manual overhead, using Latenode’s no-code tools and custom logic.
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About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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FAQ Circle and Contacts+
How can I connect my Circle account to Contacts+ using Latenode?
To connect your Circle account to Contacts+ on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Circle and click on "Connect".
- Authenticate your Circle and Contacts+ accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Circle members to Contacts+?
Yes, easily! Latenode automates this, ensuring your Contacts+ list stays current with new Circle members. Leverage advanced logic and AI to filter and segment contacts too.
What types of tasks can I perform by integrating Circle with Contacts+?
Integrating Circle with Contacts+ allows you to perform various tasks, including:
- Automatically adding new Circle members as contacts in Contacts+.
- Updating contact information in Contacts+ based on Circle profile changes.
- Segmenting contacts based on Circle group membership or activity.
- Triggering personalized email campaigns in Contacts+ for new Circle members.
- Creating detailed reports combining data from Circle and Contacts+.
How can I use Circle data to personalize messages in Contacts+?
Latenode lets you map Circle fields to Contacts+ fields, personalizing messages with custom data like group roles or recent activity, using no-code or JavaScript.
Are there any limitations to the Circle and Contacts+ integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data sync is not supported, only new and updated data is processed.
- Complex data transformations may require JavaScript knowledge.
- Rate limits imposed by Circle and Contacts+ APIs may affect high-volume workflows.
