LeadConnector + Planning Center

Add new Planning Center list results to LeadConnector as updated contacts

Experience seamless contact management with this streamlined workflow. When a new list result is detected in Planning Center, it promptly updates or adds a contact within LeadConnector. Spend less time on manual entry and more on relationship-building. This efficient process takes care of all the heavy lifting, ensuring your contact list is always up-to-date and accurate.

When this happens...
New List Result
Triggers when the specified List has a new Person added.
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
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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
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