If you haven't set up your Planning Center Integration, head here first!
If someone new texts your Clearstream number, you likely won't know their name unless they text it to you or fill out a digital form. However, if your church uses Planning Center, you can automatically sync their existing data from Planning Center People.
When a person messages you (whether with a keyword or a question), Clearstream automatically looks up their phone number in your Planning Center account. If the number already exists in Planning Center, we'll sync their People profile (name and email) with their Clearstream phone number.
Things to note
If they already exist in Planning Center, we'll automatically fill in a subscriber's name and email fields, so you won't have to ask them to submit them.
You can send a digital form specifically to people who don't already exist in Planning Center using a keyword workflow. Check out branches to learn more!
By syncing the profiles, we'll prevent duplicates from being created in Planning Center. Check out our Push to Planning Center step to see how you can automatically create new People profiles!