Automate Member Invitations in Circle Community via Typeform with Pabbly Connect

Learn how to automate member invitations to Circle Community using Typeform and Pabbly Connect. Follow our detailed step-by-step tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate member invitations in your Circle Community using Typeform, first, access Pabbly Connect. Visit the Pabbly website and navigate to the Connect section by entering ‘Pabbly.com/connect’ in your browser.

Once on the Pabbly Connect page, you have the option to sign in or sign up. Signing up is free and grants you 100 free tasks monthly, allowing you to practice workflows. After signing in, you will be directed to your dashboard.

2. Creating a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on ‘Create Workflow’ to initiate a new automation. Name your workflow something descriptive, such as ‘Typeform to Circle’ to reflect the integration you are setting up. using Pabbly Connect

In this workflow, you will set up a trigger and an action. The trigger will be a new entry in Typeform, while the action will involve inviting a member to your Circle Community. Follow these steps to set up the trigger:

• Select Typeform as the trigger application.
• Choose ‘New Entry’ as the trigger event.
• Click on ‘Connect’ to link your Typeform account.

After connecting, you will be prompted to authorize Pabbly Connect to access your Typeform data. Once authorized, you can select the form you want to use for this workflow.

3. Setting Up Typeform in Pabbly Connect

Now that you have connected Typeform, select the specific form you want to trigger member invitations from. For this example, choose the ‘Registration Form’ that includes fields for first name, last name, email address, and contact number. using Pabbly Connect

Next, you will need to test this trigger. Fill out the form with dummy data, ensuring you enter a valid email address for the invitation. After submission, Pabbly Connect will capture this data as a response. You should see the details populated in your Pabbly Connect account.

• Enter your first name, last name, and a valid email address.
• Click ‘Submit’ to send the form data.
• Check Pabbly Connect for the captured response.

This ensures that your Typeform is correctly set up and ready to trigger the next action in your workflow.

4. Integrating Circle with Pabbly Connect

After successfully capturing Typeform responses, the next step is to integrate Circle with Pabbly Connect. Select Circle as your action application and choose ‘Invite Member’ as the action event.

To connect Circle, you will need an API token. Go to your Circle account, navigate to ‘Settings’, then ‘API’, and create a new API token. Copy this token and return to Pabbly Connect to paste it into the connection settings.

Paste your API token from Circle into Pabbly Connect. Enter your Circle account host URL. Click ‘Save’ to establish the connection.

Once connected, you will map the fields from your Typeform responses to the Circle invite fields, ensuring the correct data is sent to invite the new member.

5. Testing the Member Invitation Process

Now that Circle is integrated with Pabbly Connect, it’s time to test the member invitation process. Use the mapping feature to assign the email, first name, and last name fields from the Typeform response to the corresponding fields in Circle.

After mapping the required fields, click on ‘Save and Send Test Request’. This will send an invitation to the member’s email address. Check the email inbox for the invite notification. The invited member must accept the invitation to join your Circle Community.

Verify that the invitation email is received. Ask the invited member to accept the invitation. Refresh your Circle Community to see the new member added.

Once the member accepts the invitation, they will be added to your Circle Community, completing the automation process. This workflow allows you to efficiently invite members as soon as they express interest through your Typeform.

Conclusion

In this tutorial, we explored how to automate member invitations in your Circle Community using Typeform and Pabbly Connect. By setting up this integration, you can streamline the process of inviting new members, enhancing your community engagement effortlessly. Start using Pabbly Connect today to simplify your workflows and improve efficiency!