Agile CRM + Planning Center

Agile CRM + Planning Center integrations

Create or update Agile CRM contacts from new Planning Center form submissions

Effortlessly manage your contacts with this Planning Center to Agile CRM automation. Whenever a new form submission is received in Planning Center, this workflow will create or update a contact in Agile CRM, ensuring their information is always up-to-date. Save time and maintain accurate records by streamlining your contact management process with this seamless integration.

When this happens...
New Form SubmissionTriggers when a form submission is received.
TriggerPolling
automatically do this!
Create or Update ContactUpdates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Planning Center and Agile CRM

Discover other triggers and actions you can use with Planning Center and Agile CRM

- List
  Required
Trigger
Polling
Try It
- Form
  Required
Trigger
Polling
Try It
New Profile
Triggers when a new Profile is created.
Trigger
Polling
Try It
- Track / Milestone
  Required
Trigger
Polling
Try It
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Polling
Try It

New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Polling
Try It
- Ticket Filter
  Required
Trigger
Polling
Try It

- Tag Name
  Required
Trigger
Polling
Try It
- Contact Email
  Required
- Subject of Note
  Required
- Description
  Required
Action
Write
- Contact Email
  Required
- Tags
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
- If Duplicate Found
- Phone
- Tag
- Company
- Add Address
- City
- State
- Zip Code
- Country
- Website
Action
Write
- Name
  Required
- Priority
  Required
- Owner
  Required
- Start Time
  Required
- End Time
  Required
Action
Write
- Subject
  Required
- Task Type
  Required
- Priority
  Required
- Owner
- Email
- Due Date
Action
Write

New Donation
Triggers when a donation is received.
Trigger
Polling
Try It
- Service Type
  Required
Trigger
Polling
Try It
- Workflow
  Required
Trigger
Polling
Try It
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Polling
Try It
New Event
Triggers when a new event is created in Agile CRM.
Trigger
Polling
Try It
New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Polling
Try It
- Campaign
  Required
- Subscriber Email
  Required
Action
Write
- Contact Email
  Required
- Score to Be Added
  Required
Action
Write
- Company Name
  Required
- Company URL
Action
Write
- Name
  Required
- Owner
- Probability (%)
- Value
  Required
- Track
- Milestone
- Related To
- Close Date
- Description
- Deal Source
Action
Write
- Email
  Required
- Subject
  Required
- Cc
- Priority
  Required
- Status
- Assignee
  Required
- Message
  Required
Action
Write
- Email
  Required
- First Name
- Last Name
- Company
- Phone
- Tags
- Add Address
- City
- State
- Zip Code
- Country
- Create New Contact
- Website
Action
Write

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

HubSpot

Marketing Automation

Inbound Now

Marketing Automation, WordPress

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Planning Center

Planning Center is a church management system that helps manage people, services, donations, registrations, and more.

HelpHelp

Related categories

Fundraising