Connect Circleback integrations
Chronicle your team's business meetings by integrating Circleback to record highly accurate transcripts and action items automatically. Linking this meeting assistant to our workflow automation tool lets you instantly update CRM contacts, assign tasks on your project boards, and search past conversation logs. Sign up today to start automating your post-meeting follow-ups.
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Circleback
Automate your post-meeting workflows by integrating Circleback with Make
Connect Circleback to Make to automate workflows across Asana, Trello, Jira, and Discord. Quickly turn action items into tasks, update CRMs, and share meeting summaries with your team.
Instant task creation from action items
Automatically turn meeting action items identified by Circleback into tasks in project management tools like Asana, Trello, or Jira.
Centralized meeting archives
Automatically save meeting transcripts and summaries to your preferred cloud storage folders for easy sharing and backup.
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Automated CRM updates
Log meeting summaries and customer insights directly into your CRM system without any manual data entry.
Customized team notifications
Share key takeaways and summaries instantly across any communication channel your team uses, from email to Discord.
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FAQs
How do I get started with Make?
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
What is a scenario?
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
What is a module?
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
What is mapping?
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.