LeadConnector + Planning Center

Add new Planning Center form submissions to LeadConnector as campaign leads

Streamline your marketing workflow with this integration. Whenever a new form submission comes in through Planning Center, a lead will be added to a specified campaign in the LeadConnector system. This process ensures that every potential client captured via the Planning Center is promptly included in your marketing strategies. Use this setup to save time, reduce missed opportunities, and enhance your lead management efforts.

When this happens...
New Form Submission
Triggers when a form submission is received.
TriggerPolling
automatically do this!
Add Lead to Workflow
Adds a lead to an existing workflow.
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
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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 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
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- 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