Top 5 Planning Center Integration Add-Ons
Getting the most out of your Planning Center CRM
November 1, 2021 · 4 min read
Are you looking to get the most juice out of your squeeze with Planning Center? Planning Center offers a flexible system to help meet the needs of your church congregation while also integrating with thousands of software tools to maximize proficiency. To help get you started, we have compiled a list of our favorite Planning Center integration add-ons below.
Let’s start with a bit of background information on Planning Center. Planning Center allows you to build around the center of your church… i.e., your congregation. Utilize Planning Center to create a system that is adaptable and scalable to your needs.
Now that you have a little background information, it’s time to hop into our favorite integration add-ons available.
Gratavid is a tool for collecting & sending personalized video via email & text. Personalized video is a great addition or alternative to the traditional phone call or thank you card.
Use Gratavid to welcome new members, thank donors, and connect in a personal way between Sundays. Use Gratavid’s video request feature to collect video testimonials, impact stories, and/or any videos from your congregation via text and email.
The Gratavid integration allows you to automatically send Gratavids when a donation or form is submitted to Planning Center. Or, create a Gratavid task based on a specific form response ( ie - selected first-time visitor). The integration then automatically sends engagement data (video sent, video watched, video reply received) back into Planning Center.
The Gratavid iOS & Android apps make it easy for anyone on your team to record a personalized video (i.e. - "Hey John, I just saw your prayer request and wanted to reach out").
Pushpay is donor management software customized for churches and faith-based organizations that focuses on strengthening connections and belonging within the church community.
The integration automatically updates any existing records or creates new ones for people not already in the database. It also syncs data in both systems, so any updates in Pushpay will automatically show in Planning Center and vice versa. Pushpay also offers engagement tools to help keep your constituents informed and updated each week.
Checkr provides your church with a way to order background checks. Using Checkr, your church can ensure they are hiring a safe staff for your congregation.
The integration helps to conduct background checks automatically. Checkr screens various documents on the person and then provides you with a detailed report on that person. This integration allows you to request one or multiple background checks at a time, choose a specific package based on your wants/needs, and receive that report with detailed information in an average of 2 business days.
Clearstream is texting software built for churches. Clearstream allows you to communicate with your congregation, help new visitors get connected, coordinate with volunteers, as well as create a channel for prayers.
The integration syncs text data between the two platforms. The sync runs every night to ensure it is kept up to date. You can sync your Planning Center People into Clearstream to send them a text message and save new opt-in subscribers from Clearstream back into Planning Center People and add them to a new workflow if you wish to do so.
Zapier is a third-party application that specializes in integrations. They help to connect software tools to each other by creating zaps that help to automate your tasks. They are partnered with more than 3,000 companies worldwide.
The integration connects to Planning Center and allows you to connect with over 4,000 other software tools. Triggers within Planning Center consist of new form submissions, new donations, new profiles created, new workflows cards, and new list results. Some example connections include Slack, Google Calendar, Constant Contact, and many others.
For a complete list of direct Planning Center integrations, click here. The most significant gains come from those using a good strategy and optimizing all resources available.
Ready to stand out with personalized video?
Check out our favorite Gratavid testimonials below, and visit Gratavid.com for examples and to learn more.