Integrations Club Planner marketsharp
Club Planner + marketsharp

Connect Club Planner and marketsharp to Build Intelligent Automations

Choose a Trigger

Club Planner

When this happens...

Choose an Action

marketsharp

Automatically do this!

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

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

Actions

Create Prospect

Create Prospect

Add a new prospect.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Club Planner and marketsharp 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 marketsharp?

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 marketsharp?

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

About marketsharp

MarketSharp is a CRM program for contractors, remodelers, and home improvement professionals. It helps companies organize their leads, customers, and jobs, as well as automate their business processes.

Learn More