# Circle.so Webhook Guide

**This article provides instructions on how to Add Member and Cancel Member inside of** [**Circle.so**](http://circle.so) **using the CRM's export webhooks.**

**Resources**

* [Circle Public API](https://api.circle.so/)
* [API | Circle Knowledge Base](https://help.circle.so/c/api/)
* [Export Webhook Profiles - CheckoutChamp - Confluence (atlassian.net)](https://help.checkoutchamp.com/crm/admin-setup/export-webhook-profiles)

{% hint style="info" %}
You will need your API token and your community ID, both of which are found inside of the Circle platform.
{% endhint %}

## Add a member. <a href="#add-a-member" id="add-a-member"></a>

Add your export profile in the CRM.

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2Fk8dCoAjbZPn6VVSr5zfc%2Fimage.png?alt=media&#x26;token=b278a8d5-db42-4a7d-973f-4279becf5941" alt=""><figcaption></figcaption></figure>

Next, add the Field Mappings you want to send to Circle according to their API documentation.

In the following example we will be adding a member by email and Circle will send the invite email.

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2F3Ctp2nAWlpoJvOJrLVod%2Fimage.png?alt=media&#x26;token=f29d2e27-8bc1-47f1-9133-ed89a4a0d26c" alt=""><figcaption></figcaption></figure>

Add your token

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2F4njNyNWRTYu9PGxXyOfs%2Fimage.png?alt=media&#x26;token=27d5afdc-fc37-4216-942d-86b749c5f627" alt=""><figcaption></figcaption></figure>

Add the customers email address

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2FujfLaknU9ZXZnRlwCkas%2Fimage.png?alt=media&#x26;token=736fabe7-c8ac-41d4-8983-b52948d8025e" alt=""><figcaption></figcaption></figure>

Place your community ID

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2FGKuKxg8QDGSuNIRMVnJj%2Fimage.png?alt=media&#x26;token=5f7a5b9d-66df-4240-9a51-b3a181217b50" alt=""><figcaption></figcaption></figure>

Add the customer name

{% hint style="info" %}
Set the route to add members, most commonly used are Sale and Reactivate
{% endhint %}

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2FJNKOCjVtADLoPgBzLbBL%2Fimage.png?alt=media&#x26;token=0fada0a4-3402-46da-a97d-8f12a10516b6" alt=""><figcaption></figcaption></figure>

## Cancel a member. <a href="#cancel-a-member" id="cancel-a-member"></a>

Add your export profile in the CRM.

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2Fpz5fMtvC1fKgDdOTGZD3%2Fimage.png?alt=media&#x26;token=fe439dfb-c413-40f9-a399-ce56ed5578bc" alt=""><figcaption></figcaption></figure>

Next, add the Field Mappings you want to send to Circle according to their API documentation.

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2F96dTcowaJSFdEDNSDGbu%2Fimage.png?alt=media&#x26;token=e51cf559-071e-443d-9f54-3409be13e74d" alt=""><figcaption></figcaption></figure>

Add your token

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2Fl1GWPvHPDDw65eS0Sb6T%2Fimage.png?alt=media&#x26;token=7f16182a-c06d-4447-80b7-8b901691e99e" alt=""><figcaption></figcaption></figure>

Add the customers email address

<figure><img src="https://3790748257-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FT43PzcNjyZtWby9yrGd3%2Fuploads%2FjMRGUDEW6iuCjOtBoXPS%2Fimage.png?alt=media&#x26;token=7b2cd744-3dee-4d6f-9e6a-d969beae2a3c" alt=""><figcaption></figcaption></figure>

Place your community ID

{% hint style="info" %}
Profile Routing type is Cancelled
{% endhint %}

{% hint style="danger" %}
Make sure to run multiple tests before going live with the webhook integration to Circle.so to ensure your customers do not have any issues creating their accounts or logging in.
{% endhint %}
