Agile CRM + Planning Center

Create or update Agile CRM contacts from new Planning Center form submissions

Effortlessly manage your contacts with this Planning Center to Agile CRM automation. Whenever a new form submission is received in Planning Center, this workflow will create or update a contact in Agile CRM, ensuring their information is always up-to-date. Save time and maintain accurate records by streamlining your contact management process with this seamless integration.

Effortlessly manage your contacts with this Planning Center to Agile CRM automation. Whenever a new form submission is received in Planning Center, this workflow will create or update a contact in Agile CRM, ensuring their information is always up-to-date. Save time and maintain accurate records by streamlining your contact management process with this seamless integration.

  1. When this happens...
    Planning CenterPlanning Center
    New Form Submission

    Triggers when a form submission is received.

    TriggerScheduled
  2. automatically do this!
    Agile CRMAgile CRM
    Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

    ActionWrite
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Supported triggers and actions

agile-crm logo
agile-crm logo

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

Related categories

  • CRM (Customer Relationship Management)

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planning-center logo
planning-center logo

About Planning Center

Planning Center is a church management system that helps manage people, services, donations, registrations, and more.
Learn more

Related categories

  • Fundraising