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How to connect Circle and Instantly
Create a New Scenario to Connect Circle and Instantly
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 Instantly will be your first step. To do this, click "Choose an app," find Circle or Instantly, 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 Instantly Node
Next, click the plus (+) icon on the Circle node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.
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Authenticate Instantly
Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.
Configure the Circle and Instantly 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 Instantly 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, Instantly, 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 Instantly integration works as expected. Depending on your setup, data should flow between Circle and Instantly (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 Instantly
Circle + Instantly + Slack: When a new member joins a Circle community, they are automatically added as a lead to an Instantly campaign. A welcome message is then sent to the new member via Slack.
Instantly + Circle + Google Sheets: When a new lead is generated in Instantly, information about the lead is added to a specified Google Sheet. This lead data originates from a new member joining a Circle community.
Circle and Instantly 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 Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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FAQ Circle and Instantly
How can I connect my Circle account to Instantly using Latenode?
To connect your Circle account to Instantly 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 Instantly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add new Circle members to Instantly campaigns?
Yes, you can! Latenode's visual editor makes it easy to trigger Instantly campaign actions when new members join your Circle community, streamlining onboarding.
What types of tasks can I perform by integrating Circle with Instantly?
Integrating Circle with Instantly allows you to perform various tasks, including:
- Automatically adding new Circle members to relevant Instantly email campaigns.
- Sending personalized welcome emails to new Circle members via Instantly.
- Updating Instantly contact properties based on Circle member activity.
- Triggering Instantly follow-up sequences when Circle members show engagement.
- Segmenting Instantly contacts based on Circle community roles or tiers.
What data from Circle can I access within Latenode workflows?
You can access member profiles, posts, comments, and community activity. Leverage this data to personalize Instantly campaigns using Latenode's AI blocks.
Are there any limitations to the Circle and Instantly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Circle and Instantly may affect high-volume workflows.
- Custom fields in Circle may require manual mapping in Latenode.
- Real-time synchronization depends on the polling interval configured in Latenode.
