Connect Your Account to Other Applications

Planning Pod has provided direct connectivity to other applications so you can import information directly from those applications into Planning Pod.

You can connect to Google Drive/Docs, Salesforce, MailChimp, Constant Contact and Vertical Response to:

  • Import contacts from these applications into the Planning Pod Contacts tool.
  • Import contacts from these applications into the Attendees tool located inside each Event.

In addition, you can connect to Google Drive/Docs and Dropbox to:

  • Create links to files in those applications inside the Planning Pod Files tool (located inside each Event).

You can manage the connections to these applications inside the Settings area (with the exclusion of Dropbox, which you must connect to directly inside the Files tool).

API Connectivity

We are currently building out our API library and are looking to launch by Q2 2018. Contact us for details.


To Manage Direct Connections to Other Applications:

  1. Click on "Settings" in the top navigation bar.
  2. Find the "Connect to Other Applications" box and click "Manage This Setting".
  3. Find the application you wish to connect to and click on the "Connect" link.
  4. Click on the "Authorize" button in the modal window and follow the instructions presented on screen. You may be asked to log into the application and/or give permission for Planning Pod to import/share information with that application.

To Revoke Direct Access to Other Applications:

  1. Click on "Settings" in the top navigation bar.
  2. Find the "Connect to Other Applications" box and click "Manage This Setting".
  3. Find the application you wish to revoke access to and click on the "Revoke Access" button.

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