When a new contact texts your keyword or enters your workflow, you can automatically create a new Person in your Planning Center account and optionally add them to a Planning Center Workflow. You will need to have editor, admin, or manager permissions in your Planning Center account to do so.
Steps
Create a new keyword or workflow, or edit one you already have.
Click Add Step, then select Push to Planning Center. If you haven't set up your Planning Center integration yet, just click Connect to Planning Center.
Note: Planning Center requires a first and last name to create a new Person. When you add the Push to Planning Center step, we'll automatically add the Collect Name and Email step to your workflow if it hasn't already been created.
If you want to add your subscribers to one of your Planning Center Workflows, check the Add to Workflow box and select the workflow you want them to be added to.
Click Create or Update at the bottom of the page.
Now, everyone who texts your keyword or is added to your workflow and fills out the form will be created as a new Person in your Planning Center account.
*If the phone number already has a corresponding Person that's been synced into Clearstream, we won't create a new Person. This will help prevent duplicates from being created in your Planning Center account.