Connect Circle.so and Teamgate
Integrate Circle.so with Teamgate to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Community Member to Circle.so when New Company Created in Teamgate
List Member Tags from Circle.so when New Company Created in Teamgate
List Spaces in Circle.so when New Company Created in Teamgate
List Space Groups on Circle.so when New Company Created in Teamgate
Add Community Member to Circle.so when New Lead Created in Teamgate
Popular Circle.so + Teamgate flows
Start from a real workflow other teams are already running.
Choose a trigger
Circle.so
When this happens...
- Request a new Trigger for Circle.so
Choose an action
Teamgate
Automatically do this!
List All Companies
List Deals
List Lead Collection
List People Collection
List Products Collection
List Emails Collection
Create Product
Create Activity
Create or Update Company
Create or Update Deal
Create Or Update Lead
Create or Update Person
Update Product
Find Company
Find Deal
Find Lead
Find Person
Find Product
Add Community Member to Circle.so when New Company Created in Teamgate
Use this flowList Member Tags from Circle.so when New Company Created in Teamgate
Use this flowList Spaces in Circle.so when New Company Created in Teamgate
Use this flowList Space Groups on Circle.so when New Company Created in Teamgate
Use this flowAdd Community Member to Circle.so when New Lead Created in Teamgate
Use this flowList Member Tags from Circle.so when New Lead Created in Teamgate
Use this flowList Spaces in Circle.so when New Lead Created in Teamgate
Use this flowList Space Groups on Circle.so when New Lead Created in Teamgate
Use this flowAdd Community Member to Circle.so when New Deal Created in Teamgate
Use this flowList Member Tags from Circle.so when New Deal Created in Teamgate
Use this flowSupported Triggers & Actions
Everything you can automate between Circle.so and Teamgate.
When this happensTriggers
A trigger is an event that starts a workflow.
New Company Created
Runs when a new company is created in Teamgate.
New Lead Created
Runs when a new lead is created in Teamgate.
New Deal Created
Runs when a new deal is created in Teamgate.
New Product Created
Runs when a new product is created in Teamgate.
New Person Created
Runs when a new person is created in Teamgate.
Activity Status Changed
Triggers when an activity status is changed.
Do thisActions
Action is the task that follows automatically within your Circle.so integrations.
Add Community Member
Add a new member to your Circle community, including profile, access, and account settings.
List Member Tags
Show member tags in your community. Filter by name or public/private, sort results, and view results page by page.
List Spaces
Get a list of Spaces, with optional sorting and pagination.
List Space Groups
Retrieve space groups in your Circle community, with optional page and page-size settings for pagination.
List All Companies
Retrieves the list of all company
List Deals
Retrieves deals from your Teamgate CRM account .
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Circle.so
Circle is an all‑in‑one platform to build and scale branded digital communities. Create discussion spaces, run live events, launch courses, send email campaigns, accept payments for memberships or products, and even spin up a branded website and mobile app—all in one place. With built‑in chat, CRM, analytics, and AI-powered automations, Circle helps creators, educators, and businesses engage members, monetize content, and deliver cohesive community experiences end to end.
Learn moreSimilar apps
About Teamgate
Teamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Circle.so and Teamgate accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Circle.so and Teamgate as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Teamgate. No coding required.
Yes. You can set up a workflow where Circle.so triggers actions in Teamgate, and a separate workflow where Teamgate triggers actions in Circle.so. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Circle.so and Teamgate. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Circle.so and Teamgate integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
