If you haven't set up your Planning Center Integration, head here first.
If someone new texts into your Clearstream account, you likely won't know their name unless they text it to you or they fill out a digital form. However, if your church uses Planning Center you can automatically sync in their existing data from Planning Center People to get this information almost instantaneously.
When someone texts in to your Clearstream account (whether using a Keyword or texting in with a question), Clearstream automatically looks up the phone number in your Planning Center account. If the phone number already exists in Planning Center, we'll sync their People profile (name and email) with their Clearstream phone number.
How It Works
Someone texts in to join your Clearstream account for the first time.
Clearstream automatically looks for the phone number in Planning Center.
If it exists, Clearstream syncs their profile data (name & email address) from People and adds the info to their Subscriber profile in Clearstream.
How It Helps
Automatically fill Subscribers' name and email fields without asking people to submit it (if they already exist in Planning Center).
In a Keyword Workflow you can send a digital form only to people who don't already exist in Planning Center. Check out Branches to learn more.
This nearly omits the possibility of duplicates being created in Planning Center. Check out our Push to Planning Center feature to see how you can automatically create new People in Planning Center.