Integrations Club Planner Presenton
Club Planner + Presenton

Connect Club Planner and Presenton to Build Intelligent Automations

Choose a Trigger

Club Planner

When this happens...

Choose an Action

Presenton

Automatically do this!

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

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

Actions

Create Prospect

Create Prospect

Add a new prospect to ClubPlanner.

Create presentation

Create presentation

Generate a polished slide deck from your content and chosen settings.

Request a new Action for Club Planner

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Frequently Asked Questions

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

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

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

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

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

The data sync between Club Planner and Presenton 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 Presenton?

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 Presenton?

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

About Presenton

Presenton is an AI-powered platform designed to enhance your presentation creation process. With advanced tools and features, it helps users craft engaging and professional presentations effortlessly.

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