Integrations Club Planner SimpleKPI
Club Planner + SimpleKPI

Connect Club Planner and SimpleKPI to Build Intelligent Automations

Choose a Trigger

Club Planner

When this happens...

Choose an Action

SimpleKPI

Automatically do this!

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

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

Actions

Create Prospect

Create Prospect

Add a new prospect.

Add KPI entry

Add KPI entry

Add a KPI data entry with a date, actual and target values, and optional notes.

Update KPI entry

Update KPI entry

Update an existing KPI entry for a given date with new actual, target, or notes.

Request a new Action for Club Planner

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

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

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

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

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

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

The data sync between Club Planner and SimpleKPI 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 SimpleKPI?

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 SimpleKPI?

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

Learn More
SimpleKPI

About SimpleKPI

SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.

Learn More