LeadConnector + Planning Center
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.
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 Result
Triggers when the specified List has a new Person added.
- 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
