LeadConnector + Planning Center

Create and update LeadConnector opportunities from new Planning Center form submissions

Streamline your planning process by instantly connecting new Planning Center form submissions with LeadConnector opportunities. With this workflow, every time there's a new form submission in Planning Center, it will create or update an opportunity in LeadConnector. This seamless integration allows you to efficiently manage your leads and stay organized, ensuring no opportunity is missed.

When this happens...
New Form Submission
Triggers when a form submission is received.
TriggerPolling
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

- ListRequired
Trigger
Polling
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- FormRequired
Trigger
Polling
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New Profile
Triggers when a new Profile is created.
Trigger
Polling
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- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write

- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

New Donation
Triggers when a donation is received.
Trigger
Polling
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- Service TypeRequired
Trigger
Polling
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- WorkflowRequired
Trigger
Polling
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write