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Set up your first integration
Quickly connect Planning Center to HubSpot with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Planning Center with HubSpot - 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 "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects Planning Center and HubSpot, 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 - Note
- Additional properties to retrieve
Try ItTriggerPolling
- New Donation
Triggers when a donation is received.
Try ItTriggerPolling - Service TypeRequired
Try ItTriggerPolling- WorkflowRequired
Try ItTriggerPolling- Note
- Additional properties to retrieve
Try ItTriggerPolling
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Connect Planning Center and HubSpot 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 + HubSpot 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 HubSpot
What do I need to integrate Planning Center with HubSpot?
You'll need accounts for both Planning Center and HubSpot, as well as access to integration tools that support both platforms. These tools will enable you to set up workflows that trigger actions in HubSpot when certain events occur in Planning Center.
How can I sync contact information from Planning Center to HubSpot?
By setting up a trigger for new or updated contacts in Planning Center, you can automatically create or update corresponding contacts in HubSpot. This ensures your contact data remains consistent across both platforms.
Can I automate follow-up emails based on Planning Center events?
Yes, by integrating with an automation tool, you can set a trigger for specific events in Planning Center, such as registration for an event, which then initiates a follow-up email sequence through HubSpot.
Is it possible to track event attendance from Planning Center in HubSpot?
Absolutely. You can set a workflow where an individual's attendance status from Planning Center updates their record in HubSpot automatically. This helps maintain up-to-date records without manual input.
What actions can be triggered in HubSpot based on Planning Center data?
Actions such as creating or updating contacts, sending targeted emails, and logging notes or tasks can be triggered by changes or events in Planning Center. This allows for seamless workflow automation between the two platforms.
Can I update donor information between Planning Center and HubSpot?
Yes, it's straightforward to sync donor information between the two systems. Whenever a donation is recorded in Planning Center, the donor's contact information and donation details can be used to update records or initiate tasks within HubSpot.
How do we ensure data privacy when integrating these systems?
We recommend reviewing the privacy settings on both platforms prior to integration. Also, using secure token-based authentication methods will help maintain data integrity and privacy during the synchronization process.
