LeadConnector + Planning Center

LeadConnector + Planning Center integrations

Create new opportunities in LeadConnector from new list results in Planning Center

This workflow swiftly moves action from your Planning Center to LeadConnector. Every time a new list result appears in the Planning Center, it directly results in the addition or update of an opportunity in LeadConnector. This seamless process not only enhances productivity but also ensures you're swiftly attending to new opportunities with no manual transfer required.

When this happens...
New List ResultTriggers when the specified List has a new Person added.
TriggerPolling
automatically do this!
Add/Update OpportunityAdds or updates an existing opportunity.
ActionWrite

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More things you can do with Planning Center and LeadConnector

Discover other triggers and actions you can use with Planning Center and LeadConnector

- List
  Required
Trigger
Polling
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- Form
  Required
Trigger
Polling
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New Profile
Triggers when a new Profile is created.
Trigger
Polling
Try It
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
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- 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 Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- 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 Type
  Required
Trigger
Polling
Try It
- Workflow
  Required
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 Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- 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 Title
  Required
- Task Description
  Required
- 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

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

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Related categories

Marketing Automation

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About Planning Center

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

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Related categories

Fundraising

LeadConnector + Planning Center

LeadConnector + Planning Center

Create new opportunities in LeadConnector from new list results in Planning Center

More things you can do with Planning Center and LeadConnector

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