Connect Club Planner and Engage to Build Intelligent Automations

Choose a Trigger

Club Planner

When this happens...

Choose an Action

Engage

Automatically do this!

Enable Integrations or automations with these events of Club Planner and Engage

Enable Integrations or automations with these events of Club Planner and Engage

Actions

Create Prospect

Create Prospect

Add a new prospect.

Create New Customer

Create New Customer

Create a new customer

Track User Event

Track User Event

Record an event on a user's profile in Engage.

List All Customers

List All Customers

List all customers and their details.

Request a new Action for Club Planner

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Frequently Asked Questions

How do I start an integration between Club Planner and Engage?

To start, connect both your Club Planner and Engage accounts to viaSocket. Once connected, you can set up a workflow where an event in Club Planner triggers actions in Engage (or vice versa).

Can we customize how data from Club Planner is recorded in Engage?

Absolutely. You can customize how Club Planner data is recorded in Engage. This includes choosing which data fields go into which fields of Engage, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Club Planner and Engage?

The data sync between Club Planner and Engage typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Club Planner to Engage?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Club Planner and Engage?

Yes, you can set conditional logic to control the flow of data between Club Planner and Engage. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Club Planner

About Club Planner

ClubPlanner let's you manage your new sales and retention better!

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Engage

About Engage

Engage is a powerful platform designed to enhance customer interactions and streamline communication processes. It offers tools for managing customer relationships, automating marketing efforts, and improving engagement strategies.

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