LeadConnector + Planning Center
Add new Planning Center form submissions to LeadConnector as campaign leads
Streamline your marketing workflow with this integration. Whenever a new form submission comes in through Planning Center, a lead will be added to a specified campaign in the LeadConnector system. This process ensures that every potential client captured via the Planning Center is promptly included in your marketing strategies. Use this setup to save time, reduce missed opportunities, and enhance your lead management efforts.
Streamline your marketing workflow with this integration. Whenever a new form submission comes in through Planning Center, a lead will be added to a specified campaign in the LeadConnector system. This process ensures that every potential client captured via the Planning Center is promptly included in your marketing strategies. Use this setup to save time, reduce missed opportunities, and enhance your lead management efforts.
- When this happens...New Form Submission
Triggers when a form submission is received.
- automatically do this!Add Lead to Campaign
Adds a lead to an existing campaign.
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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
