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.
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.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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ListRequired
Try ItFormRequired
Try ItWorkflowRequired
Try ItFirst 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
New Donation
Triggers when a donation is received.
Try ItNew Profile
Triggers when a new Profile is created.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst 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
