Circa

Circa (formerly Simple Circa) is an event management CRM that helps teams plan, track, and manage events, contacts, and companies in one place. You can connect Circa to Coupler.io to pull your event data, contact records, company information, and relationship data into your preferred destination for reporting and analysis.

Why connect Circa to Coupler.io?

  • Centralize your event data — combine events, contacts, companies, and their relationships in a single report without manual exports

  • Build custom dashboards — send Circa data to Google Sheets, Looker Studio, BigQuery, or AI tools like ChatGPT or Gemini for deeper analysis

  • Join related entities — use Coupler.io's Join transformation to link event contacts with contact records, or company contacts with company details

  • Automate reporting — keep your reports up to date with scheduled data refreshes instead of manual CSV downloads

Prerequisites

  • An active Circa account

  • A Circa API key (available in your Circa account settings)

Quick start

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How to connect

1

Create a new data flow in Coupler.io. Log in to Coupler.io, go to the Data Flows section, and click Add data flow. Search for and select Circa as your source.

2

Enter your Circa API key. In your Circa account, navigate to your account or developer settings to find your API key. Copy it and paste it into the API key field in Coupler.io.

3

Select an entity. Choose which Circa data you want to import — for example, Events, Contacts, or Companies. You can add more sources to the same data flow to pull multiple entities at once.

4

Set a start date. Use the date picker to define how far back Coupler.io should pull historical data from Circa.

5

Choose a destination. Select where you want your Circa data to land — Google Sheets, Excel, BigQuery, Looker Studio, or an AI destination like Claude or Perplexity.

6

Run your data flow. Click Run to execute a manual sync and confirm that your data is flowing correctly before setting up a schedule.

Available entities

Entity
Description

Events

Events and activities tracked in Circa

Contacts

Individual contact records and their details

Teams

Team structures and organizational units

Companies

Company records and organizational data

Company contacts

Relationships between companies and contacts

Event fields

Custom field definitions for events

Contact fields

Custom field definitions for contacts

Company fields

Custom field definitions for companies

Event contacts

Relationships between events and associated contacts

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