Church Management System Integrations are the simplest way to quickly populate your Gloo account with people.

Gloo integrates with HubSpot, Planning Center, Church Community Builder, Rock RMS, and Salesforce. If you are interested in another integration, contact our team.

How do I set up a Planning Center integration?

1. Under your Engage menu, navigate to Settings -> Integrations and find the Planning Center integration. Click Connect to start the integration.

2. Verify you have permission to text the numbers you will be importing. Then click Connect.

3. You will be redirected to sign into your Planning Center account.

4. Once you've signed in, you will be taken back to your Gloo account. Select if you want to sync all people from your Planning Center account OR if you only want certain lists to be integrated.

5. Select if you want a 2 way integration. If this box is checked, when a new person texts your church's phone number, Gloo will create the user in Planning Center on your behalf. Gloo will first try to find an existing user in your Planning Center account and if none is found, we will create them. Explorers will also be added to your Planning Center account when we match them to your account.

6. Click Save Integration Settings to commit any changes, and click Sync now to finalize the integration.

Gloo will automatically sync your integration every night. If you ever want to manually sync it, click Sync Now.

If you want to disconnect your Planning Center integration, click the 3 dot drop down menu and select Remove Integration. This will not remove any People that you have integrated, but it will prevent any future syncing.

Any Lists you bring over from Planning Center will automatically be created as Groups in Gloo. You can view the people in each list under the your Engage menu by navigating to My People -> Groups. Any adding/removing people from Planning Center lists needs to be done through Planning Center, not Gloo.

Did this answer your question?