Circa updates
Circa updates
circa.co

Circa Salesforce Integration Configuration

 

Feature Release

 

 

A small number of Salesforce integration users have reported that they need to enable the Salesforce Streaming API to be compatible with yesterday's upgrade to the Circa Salesforce integration.

Affected users should contact their Salesforce Admin, who should take the following steps to re-enable the Circa Salesforce integration.

  1. Go to Setup > User Interface section of sidebar
  2. Click the User Interface option in the section of the same name
  3. Click the checkbox to Enable Streaming API
  4. Click the checkbox to Enable Dynamic Streaming Channel Creation

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Additionally, Salesforce Admins should enable Push Topics on the account they use to integrate Circa by taking the following steps.

  1. Go to Setup > Manage Users > Profiles
  2. Choose the profile of the user whose account is used to connect Circa to Salesforce
  3. On the Standard Object Permissions page, under 'Basic Access' make sure all four permissions (Read/Create/Edit/Delete) are enabled for 'Push Topics'. If not, select edit at the top of the page and enable.

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For additional support please contact us: success@circa.co

Bidirectional Sync with Salesforce

 

Feature Release

 

 


The Circa platform now supports a bidirectional sync with the Salesforce CRM. Once connected, this integration will automatically update contacts in both systems, and connect Circa Events with Salesforce Campaigns and Opportunities allowing users to access greater insights and visualizations for expense reporting, event effectiveness, and event strategy.

Sales teams working primarily in Salesforce will be able to seamlessly share their information with their Field Marketing teams and Marketing Directors will have enhanced visibility of the sales funnel. Visit our support center to learn more.

Introducing Event Intel by Circa

 

Feature Release

 

 

Monitor, analyze, compare, track, and discover competitor, partner, and industry events using Event Intel by Circa.

Event Intel by Circa offers event marketers the capability to search a growing database of 100% crowd-sourced and verified b2b event data and with the Event Intel by Circa Chrome Extension, to easily capture event information from any website or registration page for competitive intelligence and strategic planning.

Event data collected using Event Intel will be aggregated and sent to you as a spreadsheet via email or create an Event Intel by Circa account to view your saved events. For current Circa customers with import permissions, you can easily import your Intel Events spreadsheet into Circa for full visibility.

Visit Event Intel by Circa on the web at https://intel.circa.co.

Download the Event Intel by Circa Chrome Extension here

Learn more about Intel by Circa at https://help.circa.co/intel/overview

Questions? Feedback? Contact us at success@circa.co.

Dashboard Smart Search

 

Feature Release

 

 

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Circa has added a platform-wide smart search in your dashboard. You can now use this search bar to easily locate any Events, Contacts, & Notes in your Workspace.

The new Circa smart search allows you to find any event in your channel by location, team, date, status, or any multitude of other fields.

To learn more about smart search and other Circa features, visit our support center.

New Dashboard design and navigation

 

Feature Release

 

 

Circa has a new look! This new update has totally refreshed the look of your Circa dashboard. With the new sidebar and improved menu experience, we’ve added Saved Views capability.

Now, when you use the Filter or Column dropdown menus to get the exact view you need, you can save that view for later. This way, you can have instant access to only the events you want to see.

We’ve also made it easy to share your saved views as published calendars. Share your filtered events in list, calendar, or map views.

For any questions on publishing event calendars or customizing views, visit our support center.

Circa Integration with Zapier

 

Feature Release

 

 

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Circa is very happy to announce that we have joined over 3,000 apps on Zapier!

Zapier is an online tool that allows you to automate repetitive tasks by integrating Circa with one or more of your favorite Project Management, Messaging, or Event Management tools. Apps like Microsoft Teams, Slack, and Hopin!

With customizable workflows, you can create an infinite amount of automated actions, so you can focus on the tasks that really matter!

Circa also has created pre-written recipes for common workflows for your convenience.

Notify your staff of new leads with instant direct messaging, seamlessly transfer contacts between applications, automatically create new tasks each time a new event is added, and so much more!

Visit the Support Center to learn more about Zapier Integration, or email our Success Team at success@circa.co

Follow us on our socials to stay up to date!

 

Improvement

 

 

Hi Circa community!

We have three primary social media channels that you can follow for updates about the app and the company.


YouTube


LinkedIn


Twitter

Enhanced Calendar Integration, now with RSVP Status for Event Staff

 

Feature Release

 

 

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We’re excited to launch a major upgrade today to Circa’s calendar integration. Now you can automatically send calendar invites to Event Staff and track their RSVP status.

Calendar invites appear on Staff calendars like those sent manually and you can still use Circa’s built-in Permissions for Event Staff to limit access, including sharing only published Event Briefs.

Calendar invitations for Upcoming Events are sent using the Event Leader’s connected calendar. Individual Event Leaders can connect their calendars from Account Settings. Also, Admins can enable the integration in Org Settings for all the Event Leaders in their Org.

With this update, we now require all Events to have a Leader. For those Events that did not already have a Leader, we’ve defaulted to use the Event Creator.

This enhanced calendar integration works with Google Calendar and all major editions of Outlook, including Office 365, Exchange and Outlook.com.

Marketo Integration

 

Feature Release

 

 

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Our native Marketo integration is now live! Now you can sync your Events, Contacts and more with Marketo to track Event ROI.

Much like our Salesforce integration, Marketo sync enables marketing teams to customize and set requirements and rules for syncing Contacts from Registration, Meeting Scheduler and imports. Soon, you'll also be able to track Opportunities and deal Amounts from Marketo in Circa.

To get started, Admins can enable the integration from Org Settings > Integrations and follow the intuitive setup steps. You can also reach out to our Success team anytime at success@circa.co.

Zoom App Marketplace

 

Feature Release

 

 

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Circa is now available in the Zoom App Marketplace!

With Circa's Zoom integration, you can use reporting and alerts to track contact engagement and empower sales teams with actionable insights.

  • Analyze attendee engagement at Zoom Webinars and Meetings
  • Share Zoom engagement reports with your sales team
  • Alert sales reps when their contacts register and check-in to Webinars
  • Register attendees for Webinars with custom branded landing pages

Click here to view Circa in the Zoom App Marketplace.

Learn more about Circa's Zoom integration in our Support Center.