Circle.so Webhook Guide
Last updated
Last updated
This article provides instructions on how to Add Member and Cancel Member inside of Circle.so using the CRM's export webhooks.
Resources
You will need your API token and your community ID, both of which are found inside of the Circle platform.
Add your export profile in the CRM.
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.
Add your token
Add the customers email address
Place your community ID
Add the customer name
Set the route to add members, most commonly used are Sale and Reactivate
Add your export profile in the CRM.
Next, add the Field Mappings you want to send to Circle according to their API documentation.
Add your token
Add the customers email address
Place your community ID
Profile Routing type is Cancelled
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.
