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How to connect Circle and Flodesk via Zapier
How to connect Circle and Flodesk via Zapier

A step-by-step tutorial that walks you through the Circle and Flodesk integration using Zapier

Petra Molnar avatar
Written by Petra Molnar
Updated over a week ago

Circle is an all-in-one community platform for creators & brands. Circle users can bring together engaging discussions, members, live streams, chat, events, and memberships—all in one place, all under your own brand.

With Flodesk, you can use emails and workflows to promote exclusive offers, products, events, and more to your members.

In this article, we’ll show you how to connect Circle to Flodesk via Zapier.

Things you’ll need for the integration

  • Flodesk account

  • Zapier account

  • Circle account

  • At least one member in Circle (to test your zap)

  • At least one segment in Flodesk

If you plan to use a zap to trigger a Workflow in Flodesk, we highly recommend creating the workflow in its entirety before creating and testing your zap.

Connecting Circle and Flodesk via Zapier

Step 1. Create a new zap and give it a name.

Step 2. Select Circle as the Trigger and choose an Event.

For this example, we will use “New Member Added” as the event that starts the zap.

This means that the zap will trigger when a new member joins your community or when a member is added by an Admin with a password set.

Step 3. Zapier will redirect you to connect your account to Circle. If you're connecting Circle to Zapier for the first time, you will be asked to enter an API Key.

You can access your API Key by going to the Settings page in your account. Click on the API menu option.

Copy and paste the API Key in Zapier. Click the “Yes, Continue” button to complete the process.

Step 4. Finish setting up the trigger by selecting the community that you want to start the zap.

Step 5. Zapier will test the trigger to make sure it works properly. This step is optional.

Step 6. Create a new Action.

Select Flodesk as the Action and choose the Event. For this example, we will “Create/Update Subscriber” as the action that happens when the zap runs.

The first step almost always should be 'Create/Update Subscriber' in Flodesk. Unless the subscriber’s address already exists in Flodesk, they can't be added to segments, workflows, etc.

Step 7. If this is your first time connecting Flodesk and Zapier, you’ll be prompted to log into your Flodesk account.

Step 8. Choose your segment and any additional data fields that you want to map when the subscriber is added to Flodesk.

Note: Circle has one data field for Name (first and last name together), and separate data fields for the First Name and Last Name.

Make sure that you map the First Name field from Circle to the First Name field in Flodesk.

If you map the first and last name in the First Name field, then the subscriber’s full name will appear as their first name in Flodesk.

Step 9. Test your zap.

Step 10. After the test is successful, you can review the zap or turn on the zap so that it’s live.

More Circle + Flodesk integration ideas

In addition to adding new Circle members to your Audience in Flodesk, here are two more integration examples:

Trigger: Subscriber Created in Flodesk

Action: Invite Member in Circle

*You can use a Flodesk opt-in form to offer a free membership to a Circle membership. Circle will automatically send a member invitation to your subscriber.

Trigger: New Member Cancelled Subscription in Circle

Action: Remove Existing Subscriber from Segment in Flodesk (alternatively, you can remove the subscriber from a workflow instead of a segment).

Let’s sum it up

You can use Zapier to connect Circle to Flodesk. When you receive a new member in Circle, Zapier will automatically add them as a subscriber to your Flodesk Audience.

When you’re creating the zap in Zapier, use Circle as the trigger segment and Flodesk as the action segment.

More to learn:

We'd love to hear about your recent experience when searching for solutions to issues in the Flodesk Help Center. With your feedback, we can improve our knowledge base with new and better ways to help you succeed!

Please do not submit support tickets and feature requests via this feedback form.

If you couldn't find a solution for your issue in the Help center, please send us a note to mentioning your Flodesk account login email with a detailed description of your problem.

Do you have an idea for a feature that will help improve Flodesk for you and other members? Our Product team would love to hear from you.

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