LeadConnector + Planning Center

Add new Planning Center donations to LeadConnector as updated contacts

Automate your donation management with this workflow. When a new donation comes in via Planning Center, this automation ensures the information is incorporated into LeadConnector immediately, simplifying your tracking and ensuring you have the most up-to-date contacts. It's a concise solution to seamlessly integrate your donation and contact management.

When this happens...
New Donation
Triggers when a donation is received.
TriggerPolling
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

- ListRequired
Trigger
Polling
Try It
- FormRequired
Trigger
Polling
Try It
New Profile
Triggers when a new Profile is created.
Trigger
Polling
Try It
- 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
Try It
- Service TypeRequired
Trigger
Polling
Try It
- 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