Circle Membership Sync: Create/Update in KlickTipp
Circle Membership Sync: Create/Update in KlickTipp
Apps used in template
About
This automation template creates a complete onboarding bridge between Circle and KlickTipp. It listens for newly added members in your Circle community and checks in KlickTipp whether the contact already exists. If the contact is not found, the system automatically creates or updates the record in KlickTipp, adding them to a predefined opt-in process and applying the dedicated "Subscribe via invite" tag. It also captures and stores the Circle signup timestamp for accurate lead tracking and segmentation.
For contacts who already exist in KlickTipp, the automation applies an additional tag indicating that the member has accepted their Circle invitation. This enables you to run targeted follow-up sequences, track invite engagement, and manage onboarding funnels based on member behavior.
The result is a fully automated synchronization flow: new members get added to your email list, existing contacts are enriched with behavioral tags, and your community data remains clean and structured. Ideal for community-led funnels, coaching programs, digital memberships, and any Circle-based experience where automated email nurturing and segmentation in KlickTipp are essential.
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Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a member to a certain space.
Adds a member to a specific space group.
Adds a new contact. If a contact with the same email already exists, it will be updated.
Creates a new manual tag
Creates a new comment.
Creates a new post.
Deletes a contact
Deletes a tag and removes it from all contacts
Deletes a specific comment.
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