Connect Club Planner and Leexi to Build Intelligent Automations

Choose a Trigger

Club Planner

When this happens...

Choose an Action

Leexi

Automatically do this!

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

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

Actions

Create Prospect

Create Prospect

Add a new prospect to ClubPlanner.

Create a Meeting Event

Create a Meeting Event

Create a meeting event.

Request a new Action for Club Planner

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Frequently Asked Questions

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

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

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

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

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

The data sync between Club Planner and Leexi 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 Leexi?

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 Leexi?

Yes, you can set conditional logic to control the flow of data between Club Planner and Leexi. 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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Leexi

About Leexi

Leexi is an advanced AI-powered platform designed to enhance productivity and streamline workflows through intelligent automation and data analysis. It leverages cutting-edge artificial intelligence to provide insights and automate tasks, making it an essential tool for businesses looking to optimize their operations.

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