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PLANNING CENTER INTEGRATION


Intulse's Planning Center integration merges your phone with your ChMS (Church Management System). Any screen in the Intulse App that would normally display a simple phone number automatically searches the caller ID within Planning Center and returns any Person records that match.

When someone calls you instead of displaying the Caller ID you'll see the name of the individual as it appears in Planning Center and can click on the name to open their details within Planning Center. You can quickly add call records to a record and the note will automatically contain all the basic information about the call such as start time, duration, direction (inbound/outbound), and if the if the call was recorded, a link to the recording.

To experience the integration between Intulse and Planning Center you will need to use the Intulse App.

If you would like to have the Planning Center integration enabled for your account please contact Intulse support and we would be happy to turn it on for you.

CONNECTING PLANNING CENTER TO THE INTULSE APP

This guide assumes that you already have the Intulse App on your favorite device and that you are already logged in. If you need help getting into the App click here to learn more.

  1. Click the More icon on the menu
  2. Click Planning Center in the More menu
  3. Click the Authorize Intulse button
    • This will open new window where you can login to your Planning Center account and authorize Intulse to access your data in Planning Center
  4. Once you've completed the authorization process you should see in the Intulse app that the process was successful.
  5. If you're an Admin of your Intulse system you can choose if you wish to enable automatic call logging.

For more information about Planning Center, check out their website!