Connect Circle to Salesforce
Move data between Circle and Salesforce the moment it happens. Build the flow visually, or let AI write it for you, then run it on our cloud or your own infrastructure.
- Circle triggers
- 2
- Circle actions
- 7
- Salesforce triggers
- 9
- Salesforce actions
- 27
Automation ideas
What you can build with Circle and Salesforce
A few flows teams run between Circle and Salesforce. Use one as a starting point, or build your own from scratch.
New Post Created in Circle creates Add Contact to Campaign in Salesforce
Triggers when a new post is created in a specific space.
New Case Attachment in Salesforce creates Create Post in Circle
Fires when a new Attachment or File is added to any Case record.
New Post Created in Circle creates Add File to Record in Salesforce
Triggers when a new post is created in a specific space.
New Case Attachment in Salesforce creates Create Comment in Circle
Fires when a new Attachment or File is added to any Case record.
New Post Created in Circle creates Add Lead to Campaign in Salesforce
Triggers when a new post is created in a specific space.
New Case Attachment in Salesforce creates Add Member to Space in Circle
Fires when a new Attachment or File is added to any Case record.
Questions, answered
No. Pick a trigger on either piece and an action on the other, map the fields, and turn the flow on. Add a code step later only if you want to.
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