LeadConnector + Planning Center
Create or update LeadConnector contacts from new Planning Center profiles
Create a seamless connection between Planning Center and LeadConnector using this workflow. Every time a new profile is created in Planning Center, the respective contact information is updated or added in the LeadConnector. This automation simplifies your task by connecting the two applications and helping you manage your contacts more efficiently.
Create a seamless connection between Planning Center and LeadConnector using this workflow. Every time a new profile is created in Planning Center, the respective contact information is updated or added in the LeadConnector. This automation simplifies your task by connecting the two applications and helping you manage your contacts more efficiently.
- When this happens...New Profile
Triggers when a new Profile is created.
- 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
