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How to connect Circle and ConvertKit
Create a New Scenario to Connect Circle and ConvertKit
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 ConvertKit will be your first step. To do this, click "Choose an app," find Circle or ConvertKit, 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 ConvertKit Node
Next, click the plus (+) icon on the Circle node, select ConvertKit from the list of available apps, and choose the action you need from the list of nodes within ConvertKit.
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Authenticate ConvertKit
Now, click the ConvertKit node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ConvertKit settings. Authentication allows you to use ConvertKit through Latenode.
Configure the Circle and ConvertKit 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 ConvertKit 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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Save and Activate the Scenario
After configuring Circle, ConvertKit, 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 ConvertKit integration works as expected. Depending on your setup, data should flow between Circle and ConvertKit (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 ConvertKit
Circle + ConvertKit + Calendly: When a new member joins a Circle community, they are added as a subscriber to a specific form in ConvertKit. ConvertKit then adds a tag to the subscriber, triggering an email with a Calendly link to book a welcome call.
ConvertKit + Circle + Shopify: When a new subscriber is added to ConvertKit, they are granted access to a specific Circle community. Shopify then searches for existing customers with the same email, and if a customer is found, they are updated with a discount code. If no customer is found, one is created and given the discount code.
Circle and ConvertKit 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 ConvertKit
Automate email marketing with ConvertKit in Latenode. Sync new subscribers, trigger campaigns based on events, and segment lists dynamically. Connect ConvertKit to any app via Latenode's visual editor. Enrich data and personalize flows with JavaScript, ensuring relevant messaging and optimized deliverability, without complex coding.
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See how Latenode works
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FAQ Circle and ConvertKit
How can I connect my Circle account to ConvertKit using Latenode?
To connect your Circle account to ConvertKit 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 ConvertKit accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add new Circle members to ConvertKit?
Yes, you can! Latenode lets you sync new Circle members to ConvertKit automatically. Leverage our visual editor and advanced logic to build robust member onboarding flows.
What types of tasks can I perform by integrating Circle with ConvertKit?
Integrating Circle with ConvertKit allows you to perform various tasks, including:
- Automatically adding new Circle members to a ConvertKit sequence.
- Tagging ConvertKit subscribers based on Circle community activity.
- Triggering email campaigns upon specific Circle events.
- Updating ConvertKit custom fields when Circle profile data changes.
- Segmenting ConvertKit subscribers by Circle community groups.
How do I handle errors in my Circle and ConvertKit automation?
Latenode's error handling allows you to define fallback logic and receive alerts, ensuring smooth, reliable automation and preventing data loss.
Are there any limitations to the Circle and ConvertKit integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex workflows might require JavaScript for advanced data manipulation.
- Rate limits imposed by Circle and ConvertKit may affect high-volume automations.
- Historical data migration from Circle to ConvertKit may require manual setup.
