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.
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.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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ListRequired
Try ItFormRequired
Try ItWorkflowRequired
Try ItFirst 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
New Donation
Triggers when a donation is received.
Try ItNew Profile
Triggers when a new Profile is created.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst 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
