Circle + Pipedrive Integration

Integrate Circle to Pipedrive in one click, or tell Integrately AI how you want each member handled. Create Pipedrive persons and deals, update your CRM, alert your sales team in Slack, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Project is deleted in Pipedrive Instant
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
Arrow Right
2.
  • Circle
    Invite a member in Circle
  • Circle
    Add member to space group in Circle
  • Circle
    Add member to space in Circle
  • Circle
    Remove member from space in Circle
  • Circle
    Remove member from your community in Circle
  • Circle
    Remover member from space group in Circle
  • Circle
    Get member by id in Circle
  • Circle
    Create a post in Circle
  • Circle
    Tag a community member in Circle
  • Circle
    Create event in Circle
  • Circle
    Send direct message in Circle
  • Circle
    Search Member in Circle
  • Circle
    Untag community member in Circle
  • Circle
    Update member in Circle
  • Circle
    RSVP member to event in Circle
  • Circle
    Start group chat in Circle
  • Circle
    Update event in Circle
  • Circle
    Remove member from event in Circle
  • Circle
    Search member has a specific member tag assigned in Circle
  • Circle
    Search member of space group in Circle
  • Circle
    Create comment in Circle
  • Pipedrive
    Create activity in Pipedrive
  • Pipedrive
    Update activity in Pipedrive
  • Pipedrive
    Get activity by id in Pipedrive
  • Pipedrive
    Delete activity in Pipedrive
  • Pipedrive
    Create deal in Pipedrive
  • Pipedrive
    Update deal in Pipedrive
  • Pipedrive
    Search deal in Pipedrive
  • Pipedrive
    Get deal by id in Pipedrive
  • Pipedrive
    Convert deal to lead in Pipedrive
  • Pipedrive
    Get deal conversion status in Pipedrive
  • Pipedrive
    Add product to deal in Pipedrive
  • Pipedrive
    Get products of deal in Pipedrive
  • Pipedrive
    Add participant to deal in Pipedrive
  • Pipedrive
    Get Participants by Deal Id in Pipedrive
  • Pipedrive
    Create lead in Pipedrive
  • Pipedrive
    Convert lead to deal in Pipedrive
  • Pipedrive
    Get lead conversion status in Pipedrive
  • Pipedrive
    Search lead in Pipedrive
  • Pipedrive
    Delete deal in Pipedrive
  • Pipedrive
    Create organization in Pipedrive
  • Pipedrive
    Update organization in Pipedrive
  • Pipedrive
    Search organization in Pipedrive
  • Pipedrive
    Get organization by id in Pipedrive
  • Pipedrive
    Delete organization in Pipedrive
  • Pipedrive
    Create person in Pipedrive
  • Pipedrive
    Update person in Pipedrive
  • Pipedrive
    Search person in Pipedrive
  • Pipedrive
    Get person by id in Pipedrive
  • Pipedrive
    Delete person in Pipedrive
  • Pipedrive
    Create product in Pipedrive
  • Pipedrive
    Update product in Pipedrive
  • Pipedrive
    Search product in Pipedrive
  • Pipedrive
    Get product by id in Pipedrive
  • Pipedrive
    Get product variations in Pipedrive
  • Pipedrive
    Delete product in Pipedrive
  • Pipedrive
    Add follower in Pipedrive
  • Pipedrive
    Create note in Pipedrive
  • Pipedrive
    Update note in Pipedrive
  • Pipedrive
    Search note in Pipedrive
  • Pipedrive
    Attach file in Pipedrive
  • Pipedrive
    Get user by id in Pipedrive
  • Pipedrive
    Search user by email in Pipedrive
  • Pipedrive
    Search user by name in Pipedrive

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Ready Workflows Ready Workflows for Circle + Pipedrive Integration

Capture new members, create CRM deals, update subscriptions, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Pipedrive + Circle Integration

Create Circle contact for new Pipedrive person

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Circle contact and Pipedrive person can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Circle + Pipedrive flow

Keep your team aligned and your sales pipeline updated after every community milestone. Pick a combination and activate it in one click.

Circle
Pipedrive
+
SlackSlack (8)
+
ZoomZoom (5)
+
StripeStripe (5)
+
MailchimpMailchimp (5)
+
TypeformTypeform (5)
+
CalendlyCalendly (5)
C
P
S
Add a Pipedrive person for every new Circle member, and notify your sales team in Slack
New Circle members appear in Pipedrive instantly and your sales channel hears about it in Slack, so nobody re-types contact details or misses a lead.
C
P
S
When a subscription becomes active in Circle, create a deal in Pipedrive and alert your revenue channel in Slack
Active Circle subscriptions immediately generate new deals in Pipedrive while notifying your revenue channel in Slack, keeping your financial pipeline accurate.
P
C
S
When a Pipedrive deal moves to a new stage, update the member details in Circle and post the update in Slack
Deal stage updates in Pipedrive automatically refresh member records in Circle and notify your team in Slack, keeping all platforms synchronized.
C
P
S
Create a Pipedrive activity for every new Circle post, and confirm it in Slack
Every new Circle post generates a follow-up activity in Pipedrive and notifies your team in Slack, ensuring no community discussion slips past your sales radar.
C
P
S
If a trial subscription is created in Circle, add a priority lead in Pipedrive and alert your sales reps in Slack
Trial sign-ups in Circle immediately create priority leads in Pipedrive and alert your sales team in Slack, enabling rapid outreach.
P
C
S
When a Pipedrive deal is marked won, send a direct message in Circle and announce the win in Slack
Closed-won deals in Pipedrive trigger direct messages in Circle and public announcements in Slack, celebrating milestones across your organization.
C
P
S
Use Claude to analyse whether new Circle comments indicate sales intent. If they do, create a deal in Pipedrive and alert your sales team in Slack
Claude reviews new Circle comments for buying intent, creating a Pipedrive deal and alerting your sales team in Slack when qualified prospects speak up.
C
P
M
S
When a member is tagged in Circle, create a Pipedrive person, add a subscriber in Mailchimp, and notify your team in Slack
Tagged Circle members instantly update Pipedrive and Mailchimp while notifying your team in Slack, coordinating marketing and sales follow-ups.

Supported triggers and actions for Circle and Pipedrive

Mix and match to build the exact automation you need

Circle
Circle Triggers & Actions
No trigger is available
Invite a member in Circle
Invites a user
Try it →
Add member to space group in Circle
Adds a member to a space group
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Add member to space in Circle
Invites a new member to join your workspace or group
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Remove member from space in Circle
Removes a member from a designated workspace or community
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Remove member from your community in Circle
Removes selected member from your community
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Remover member from space group in Circle
Removes a member from a space group
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Get member by id in Circle
Retrieves a member's data based on their id
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Create a post in Circle
Creates a new post
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Tag a community member in Circle
Tags a community member
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Create event in Circle
Adds a new contact to the contact list
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Send direct message in Circle
Sends a private message to a recipient
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Search Member in Circle
Searches for a member with
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Untag community member in Circle
Removes tag from the community member
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Update member in Circle
Updates a member's information
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RSVP member to event in Circle
Rsvps a member to an event
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Start group chat in Circle
Starts a group chat with selected participants
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Update event in Circle
Updates event details with the latest information
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Remove member from event in Circle
Removes a member from a particular event
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Search member has a specific member tag assigned in Circle
Searches for members with a tag assigned
Try it →
Search member of space group in Circle
Searches for a member of a space group
Try it →
Create comment in Circle
Generates a new comment
Try it →
Pipedrive
Pipedrive Triggers & Actions
Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
Try it →
Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
Try it →
Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
Try it →
Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
Try it →
Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
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Activity matches filter in Pipedrive
Try it →
Instant
Deal is created in Pipedrive
Triggers the automation when a deal is created
Try it →
Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
Try it →
Deal matches filter in Pipedrive
Try it →
Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
Try it →
Instant
Lead is created in Pipedrive
Triggers the automation when a new lead is created
Try it →
Instant
Lead is updated in Pipedrive
Triggers the automation when a new lead is created
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Instant
Note is created in Pipedrive
Triggers the automation when a new note is created
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Instant
Note is updated in Pipedrive
Triggers the automation when a note is updated
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Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
Try it →
Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
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Organization matches filter in Pipedrive
Try it →
Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
Try it →
Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
Try it →
Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
Try it →
Instant
Product is added in Pipedrive
Triggers the automation when a new product is added
Try it →
Instant
Product is deleted in Pipedrive
Triggers the automation when a product is deleted
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Instant
Product is updated in Pipedrive
Triggers the automation when a product is updated
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Create activity in Pipedrive
Generates a new activity or task
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Update activity in Pipedrive
Updates the activity with the latest information
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Get activity by id in Pipedrive
Retrieves details of an activity using ID
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Delete activity in Pipedrive
Deletes an activity
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Create deal in Pipedrive
Generates a new deal
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Update deal in Pipedrive
Updates deal information based on new criteria or changes
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Search deal in Pipedrive
Searches for a deal
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Get deal by id in Pipedrive
Retrieves a deal by its id
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Convert deal to lead in Pipedrive
Converts a deal into a lead
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Get deal conversion status in Pipedrive
Retrieves the conversion status of a deal
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Add product to deal in Pipedrive
Adds selected product to a deal
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Get products of deal in Pipedrive
Retrieves products associated with a deal
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Add participant to deal in Pipedrive
Adds a participant to a deal
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Get Participants by Deal Id in Pipedrive
Retrieves participants associated with a deal id
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Create lead in Pipedrive
Generates new leads for potential customers
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Convert lead to deal in Pipedrive
Converts a lead into a deal
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Get lead conversion status in Pipedrive
Retrieves the conversion status of a lead
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Search lead in Pipedrive
Searches for a lead
Try it →
Delete deal in Pipedrive
Deletes a deal
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Create organization in Pipedrive
Generates a new organization
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Update organization in Pipedrive
Updates organization information
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Search organization in Pipedrive
Finds and retrieves information about a organization
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Get organization by id in Pipedrive
Retrieves details of an organization using ID
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Delete organization in Pipedrive
Deletes an organization
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Create person in Pipedrive
Generates a new person
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Update person in Pipedrive
Updates the information of a person
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Search person in Pipedrive
Retrieves information about a person
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Get person by id in Pipedrive
Retrieves a person's information by their id
Try it →
Delete person in Pipedrive
Deletes a person
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Create product in Pipedrive
Generates and launch new products
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Update product in Pipedrive
Updates product information
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Search product in Pipedrive
Searches for a product
Try it →
Get product by id in Pipedrive
Retrieves product information using its id
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Get product variations in Pipedrive
Retrieves variations of a product
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Delete product in Pipedrive
Deletes a product
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Add follower in Pipedrive
Increase your follower count
Try it →
Create note in Pipedrive
Creates a new note in the particular format
Try it →
Update note in Pipedrive
Updates a note with new information
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Search note in Pipedrive
Searches for a note
Try it →
Attach file in Pipedrive
Uploads and save the selected file to a task
Try it →
Get user by id in Pipedrive
Retrieves user information using their id
Try it →
Search user by email in Pipedrive
Searches for a user using email address
Try it →
Search user by name in Pipedrive
Searches for a user using the name
Try it →

What can you automate with Circle + Pipedrive?

Streamline your community management and sales pipeline by automating routine workflows between Circle and Pipedrive.

What you can automate?
👥
Create Pipedrive contacts from new Circle members
Automatically generate a new person in Pipedrive whenever a member is added in Circle. Eliminate manual data entry and ensure every community participant is tracked in your CRM.
📋
Capture every membership and profile detail
Transfer custom tags, space allocations, and subscription states from Circle into Pipedrive custom fields. Keep your CRM records fully detailed without manual copy-pasting.
🔔
Alert your team in Slack the moment members join
Notify your sales or success channels on Slack whenever a new subscription becomes active or a member joins a space. Keep everyone informed in real time.
🔀
Route records based on subscription tier or status
Send active subscribers to high-priority deal stages in Pipedrive while routing trial users to nurture lists. Tailor your follow-up based on exact member actions.
🔄
Keep CRM records updated as community status changes
Automatically update Pipedrive deal stages and contact details whenever a member's subscription is canceled, renewed, or past due.
🔍
Search and update existing records to avoid duplicates
Check if a person already exists in Pipedrive before creating a new entry, updating their profile with the latest Circle activity instead.
💳
Manage refunds and subscription cancellations
Trigger updates in Pipedrive whenever a member charge is refunded or a subscription becomes past due, keeping financial and sales records aligned.
💬
Connect Slack to notify teams on community milestones
Extend your Circle and Pipedrive automations by alerting Slack channels whenever high-value members complete key actions in your community.
And much more...

Who is Circle + Pipedrive integration for?

Community and sales teams rely on this integration to eliminate manual data entry, keep CRM records synchronized, and track member growth without missing leads.

Performance marketers
Performance marketers
Sales reps
Sales reps
Agency owners
Agency owners
Membership coordinators
Membership coordinators
Account executives
Account executives
Customer success leads
Customer success leads
📊
Performance marketers
You're reporting on community engagement and membership growth, but your CRM records only update when someone manually exports data, so the conversion counts you present to leadership are always a few hours behind — this integration means every new member lands in Pipedrive instantly and your data stays current.
Sales reps
You need to act fast on high-value community interactions, and you find out too late when members sign up or upgrade — automating both apps means every active subscription creates a deal in Pipedrive immediately and your team can follow up without delay.
🤝
Agency owners
You answer to a client who wants to see community growth and revenue progress, but piecing together member counts and CRM deals by hand takes hours — with this integration, every Circle sign-up updates your Pipedrive pipeline automatically and keeps client reporting accurate.
📈
Membership coordinators
The volume of new sign-ups and space additions is too high for anyone to keep up by hand, leading to missed deals and unassigned contacts — connecting these apps means every member action flows straight into Pipedrive without manual intervention.
💼
Account executives
You own the closing step and depend on community managers to hand over engaged members, but communication gaps leave hot leads stranded — automating both apps means every community tag or subscription transition creates the right Pipedrive task instantly.
🗂️
Customer success leads
You need a reliable history of member interactions, but keep finding gaps between community engagement and CRM history — this integration means every comment and subscription event logs cleanly in Pipedrive for a complete member timeline.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Circle + Pipedrive

Build and manage your Circle + Pipedrive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Circle + Pipedrive with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Circle to Pipedrive?
Frequently Asked Questions
You can connect Circle to Pipedrive in one click using ready-made templates on Integrately or ask Integrately AI to build the automation and map the fields for your team.
Can I automatically create Pipedrive deals when new members join Circle?
Frequently Asked Questions
Can I connect Circle, Pipedrive, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Circle and Pipedrive?
Frequently Asked Questions
How does Circle handle member data during integration?
Frequently Asked Questions
How are Pipedrive deals updated by Circle triggers?
Frequently Asked Questions
Do I need coding skills to automate Circle and Pipedrive?
Frequently Asked Questions
Is the Circle and Pipedrive integration free?
Frequently Asked Questions
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You Can Also Connect Circle or Pipedrive With 1500+ Other Apps

Circle
Popular Circle Integrations
Connect Circle with community, event, and communication tools to manage discussions and member interactions.
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Pipedrive
Popular Pipedrive Integrations
Sync Pipedrive with marketing, accounting, and support platforms to keep customer data working across your stack.
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