Docs

Automate tasks across Planning Center with Salesforce

We work with you to understand your business processes, and automate all work between Planning Center and Salesforce.

Talk to our team

Businesses automate real work through MindCloud every day.

Start automating your work

Here are some common examples of how businesses use MindCloud to automate work between Planning Center and Salesforce.

Add new Planning Center list results to Salesforce as contactsGet Started
Send a Salesforce notification when Planning Center receives a high-priority item.Get Started
Create a Salesforce follow-up from new qualified activity in Planning Center.Get Started

Every action you need

Your company can interact with Planning Center and Salesforce using our 45 actions.
Can’t find what you need? Let us know.

List Person AddressesReadRetrieves addresses for a person in Planning Center.
List CampusesReadRetrieves campuses from Planning Center.
List Person EmailsReadRetrieves email addresses for a person in Planning Center.
List Person Field DataReadRetrieves field data for a person in Planning Center.
Create HouseholdCreateCreates a new household in Planning Center.
Get HouseholdReadRetrieves a household from Planning Center.
List HouseholdsReadRetrieves households from Planning Center.
List Person HouseholdsReadRetrieves households for a person in Planning Center.
Update HouseholdUpdateUpdates an existing household in Planning Center.
Create Household MembershipCreateCreates a household membership in Planning Center.
Get ListReadRetrieves a list from Planning Center.
List ListsReadRetrieves lists from Planning Center.
List List ResultsReadRetrieves results for a list in Planning Center.
List Person NotesReadRetrieves notes for a person in Planning Center.
Create PersonCreateCreates a new person in Planning Center.

Frequently Asked Questions

Common questions about working with MindCloud on your Planning Center and Salesforce integration.

Apps are the systems your business runs on, like Planning Center and Salesforce. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.