Question

Circle > Hubspot tennis match

  • 22 September 2023
  • 2 replies
  • 11 views

Here’s what I want to do, but I’ve been having issues making it work, can anyone help me crack the logic on this?

 

MEMBER JOINS CIRCLE Community > Adds member to a segment in Hubspot > Once added to Hubspot segment Hubspot tells circle to Assign a ‘CUSTOMER’ tag to the user profile in Circle > Once Customer tag Assigned said Tag triggers invitation to private customer customer support channel in Circle

 

Lot of back and forth… hence tennis match 


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2 replies

Userlevel 7
Badge +14

Hi @Kris U 

Good question.

Have you reviewed the available Zap triggers/actions for each app?

Circle: https://zapier.com/apps/circle/integrations#triggers-and-actions

HubSpot: https://zapier.com/apps/hubspot/integrations#triggers-and-actions

Userlevel 7
Badge +14

@Kris U 

Can you clarify what you mean by a “segment” in HubSpot.

Please provide screenshots as examples.