Planning Center + Salesforce
Add new Planning Center list results to Salesforce as contacts
Easily keep your Salesforce contacts updated with new Planning Center list results using this workflow. Whenever there's a new list result in Planning Center, it will seamlessly create a contact in Salesforce, ensuring your records are always up-to-date without manual intervention. Save time and maintain organized communication by automating this process.
Easily keep your Salesforce contacts updated with new Planning Center list results using this workflow. Whenever there's a new list result in Planning Center, it will seamlessly create a contact in Salesforce, ensuring your records are always up-to-date without manual intervention. Save time and maintain organized communication by automating this process.
- When this happens...New List Result
Triggers when the specified List has a new Person added.
- automatically do this!Create Contact
Creates a new contact in Salesforce.
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