How to Connect a Circle Community to HighLevel

In this tutorial, we’ll walk you through using Circle’s Paywall feature to grant access to your community and then send that customer’s data to HighLevel for email marketing, workflows, and automations. Let’s get started!

https://youtu.be/tPtoH8gvlls

Step 1: Create a Paywall in Circle

  1. Access Paywalls: In your Circle account, click on the navigation menu next to your logo in the upper left-hand side and select Paywalls.
  2. Create a New Paywall: Click on Create New Paywall.
  3. Set Up the Paywall:
    • Name: Enter a name for your paywall.
    • Subtitle and Description: Optionally, add a subtitle and a checkout description.
  4. Add Pricing:
    • Choose between a one-time fee, a subscription, or installments.
    • For example, set up a one-time fee for a lifetime deal.
    • Add additional pricing options if needed, such as monthly or annual subscriptions.
  5. Settings:
    • Decide if existing members can purchase the paywall. For new members only, leave this option off.
  6. Access Settings: Choose the spaces and groups that the paywall will grant access to. For instance, grant access to your entire community.
  7. Post-Purchase Settings:
    • Select whether to redirect to a thank you page hosted on Circle, a custom URL, or send a post-purchase email.
    • For this tutorial, we’ll use HighLevel to send post-purchase emails.
  8. Tracking and Publishing: Optionally, add tracking and click Publish.

Step 2: Use Zapier to Transfer Data to HighLevel

The easiest way to transfer data from Circle to HighLevel is using Zapier.

  1. Create a New Zap: In your Zapier account, create a new Zap.
  2. Set Up the Trigger:
    • Choose Circle as the app and New Member Paid Charge as the event.
    • Connect your Circle account by adding your API key.
    • Select your community and test the trigger to ensure Zapier can find a recent paid charge.
  3. Set Up the Action:
    • Choose HighLevel as the app.
    • Select Add or Update a Contact as the event.
    • Connect your HighLevel account by adding your API key, which you can find under your business profile settings in HighLevel.

Step 3: Map Circle Data to HighLevel

  1. Map the Fields:
    • Full Name: Map the full name from Circle to HighLevel.
    • Email: Map the email address from Circle to HighLevel.
    • Tags: Add a tag to the contact in HighLevel, such as Demo AAP.
    • Mark as Lead: Set this field to false.
  2. Test the Action: Test the action to ensure the data is correctly sent to HighLevel and the contact is created.

Step 4: Create a Workflow in HighLevel

  1. Access Workflows: In HighLevel, go to the automation section and create a new workflow.
  2. Set Up the Workflow:
    • Name the Workflow: For example, Circle Paywall.
    • Trigger: Set the trigger to Contact Tag Added and select the tag you used earlier, such as Demo AAP.
  3. Add Actions:
    • Send Email: Add an action to send a welcome email. Customize this email to thank the member for their purchase, provide account management information, and include helpful links to Circle.
    • Additional Actions: You can also add SMS, webhooks to other tools, Google Sheets integration, or other custom workflows as needed.

Step 5: Test the Workflow

  1. Test the Entire Process: Ensure the workflow is triggered correctly by purchasing through the Circle paywall and verifying that the contact is added and tagged in HighLevel.
  2. Verify the Workflow Actions: Check that the welcome email and any other actions are executed correctly.

Conclusion

By following these steps, you can seamlessly integrate Circle’s Paywall feature with HighLevel, allowing you to manage your community access and marketing automations effectively. This integration ensures that your new members receive a personalized onboarding experience while you leverage HighLevel’s powerful marketing tools.

For more detailed tutorials on related topics, check out the additional resources and videos linked below. If you have any questions or need further assistance, feel free to reach out. Happy automating!