Connect Planning Center and Salesforce to unlock the power of automation
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Set up your first integration
Quickly connect Planning Center to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Planning Center with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New List Result" from Planning Center.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Planning Center and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- ListRequired
Try ItTriggerPolling- FormRequired
Try ItTriggerPolling- New Profile
Triggers when a new Profile is created.
Try ItTriggerPolling - New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling
- New Donation
Triggers when a donation is received.
Try ItTriggerPolling - Service TypeRequired
Try ItTriggerPolling- WorkflowRequired
Try ItTriggerPolling- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling
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Connect Planning Center and Salesforce to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Frequently Asked Questions about Planning Center + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Planning Center and Salesforce
How do I connect Planning Center with Salesforce?
To connect Planning Center with Salesforce, you first need to set up an integration platform account like Zapier. Once logged in, you can create a 'Zap,' which acts as a connection between the two apps. Choose Planning Center as the trigger app and Salesforce as the action app, allowing data to flow based on specific triggers like new people or donations in Planning Center.
What triggers are available when integrating Planning Center with Salesforce?
When integrating Planning Center with Salesforce, available triggers include 'New Person Added,' 'New Donation,' and 'Updated Profile' in Planning Center. These triggers allow you to automatically push the information into Salesforce and update records or create new ones.
Can I update Salesforce records from Planning Center automatically?
Yes, by setting up automatic actions within our integration setup, updates from Planning Center such as profile changes or new donation entries can trigger updates to corresponding records in Salesforce without manual input.
Do I need coding skills to integrate Planning Center with Salesforce?
No coding skills are required. Our platform lets you set up integrations using an intuitive interface where you can select triggers and actions between Planning Center and Salesforce, all without writing a single line of code.
Are there any limitations on data types that can be transferred between Planning Center and Salesforce?
There may be some restrictions based on field types and compatibility between the two systems. Common data like names, emails, donations, and events typically transfer smoothly. We recommend checking each system’s documentation for any specific limitations related to custom fields or complex data types.
How frequently does data sync between Planning Center and Salesforce?
The frequency of data sync depends on how you configure your integration. Triggers can initiate immediate actions whenever an event occurs in Planning Center, allowing near real-time updates in Salesforce. However, built-in scheduling options also allow for less frequent syncing if desired.
Can we customize what information gets transferred from Planning Center to Salesforce?
Yes, during integration setup, you have the flexibility to choose which fields from a triggered event in Planning Center should be mapped and transferred to corresponding fields in Salesforce. This customization ensures only relevant information is shared between systems.
