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How to connect Circle and Ontraport
Create a New Scenario to Connect Circle and Ontraport
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 Ontraport will be your first step. To do this, click "Choose an app," find Circle or Ontraport, 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 Ontraport Node
Next, click the plus (+) icon on the Circle node, select Ontraport from the list of available apps, and choose the action you need from the list of nodes within Ontraport.
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Authenticate Ontraport
Now, click the Ontraport node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Ontraport settings. Authentication allows you to use Ontraport through Latenode.
Configure the Circle and Ontraport 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 Ontraport 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, Ontraport, 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 Ontraport integration works as expected. Depending on your setup, data should flow between Circle and Ontraport (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 Ontraport
Circle + Ontraport + Slack: When a new member joins a Circle community, their contact information is added or updated in Ontraport. A welcome message is then sent to the new member via Slack.
Ontraport + Circle + Zoom: When a contact is added to a specific list in Ontraport (e.g., webinar attendees), they are automatically added as a member to a designated Circle group and registered for an upcoming Zoom meeting.
Circle and Ontraport 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 Ontraport
Use Ontraport with Latenode to automate marketing and sales tasks. Sync contacts, trigger campaigns, and update customer data based on actions in other apps. Build complex workflows visually, adding custom logic with JavaScript or AI for personalized experiences. Scale marketing automation affordably, paying only for execution time.
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FAQ Circle and Ontraport
How can I connect my Circle account to Ontraport using Latenode?
To connect your Circle account to Ontraport 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 Ontraport accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I add Circle community members to Ontraport sequences?
Yes, you can! Latenode allows automated contact creation. Use this to nurture Circle members with targeted marketing in Ontraport, boosting engagement and conversions.
What types of tasks can I perform by integrating Circle with Ontraport?
Integrating Circle with Ontraport allows you to perform various tasks, including:
- Add new Circle members to specific Ontraport sequences.
- Update contact properties in Ontraport based on Circle activity.
- Trigger personalized email campaigns for engaged Circle members.
- Segment Ontraport contacts based on Circle group memberships.
- Track Circle event attendance and update Ontraport records.
Can I filter Circle events to only sync important data?
Yes! Latenode offers advanced filtering via JavaScript. Process only relevant Circle events before updating Ontraport, saving resources.
Are there any limitations to the Circle and Ontraport integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Circle and Ontraport APIs may affect high-volume workflows.
- Custom field mappings require familiarity with Circle and Ontraport data structures.
- Historical data migration from Circle to Ontraport needs custom workflow design.
