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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.

Yes. Build one flow that starts in Circle and acts in Salesforce, and a second that runs the other way, in the same project.

On our EU cloud in Frankfurt, or self-hosted on your own infrastructure with Docker or Kubernetes. The MIT-licensed core means there is always an exit.