Planning Pod Integration Guide
Overview
This guide explains how to connect Bridged with Planning Pod to read event content including attendee data, contacts, appointments, and event details. The integration supports reading this data for activation, qualification, and nurture playbooks where event context is needed.
Planning Pod is an event management platform designed for event venues and planning professionals. It helps centralize event details, manage contacts, track appointments, and handle invoices and deposits .
Primary Use Case: Read Event Content
For Bridged's event experience integrations, the primary use case is reading event-related data, including:
Data Type | Use in Bridged |
|---|---|
Attendee data | Personalize outreach and qualification conversations |
Contact data | Sync customer profiles for activation |
Appointment data | Provide schedule information to attendees |
Event details | Context for event-specific conversations |
⚠️ Integration Note
Planning Pod does not offer a public REST API for direct programmatic access. The primary method for integrating with Planning Pod is via Zapier webhooks . This means Bridged can receive event data from Planning Pod through webhooks triggered by Zapier.
Connection Methods
Method | Best for | Setup complexity |
|---|---|---|
Zapier Webhooks (Primary) | Real-time event data sync | Medium |
Manual Export (CSV) | One-time or backup data pulls | Low |
Recommendation: Use Zapier webhooks for automated syncs. Planning Pod supports various Zapier triggers including New Attendee, New Contact, New Appointment, and New Invoice Payment .
Step 1: Set Up Zapier Connection
Create a Zapier account (free tier available)
In Zapier, search for Planning Pod as the trigger app
Select a trigger event:
Trigger | Description |
|---|---|
New Attendee | Triggers when a new attendee is created in an event |
New Contact | Triggers when a new contact is created |
New Appointment | Triggers when a new appointment is created in the calendar |
New Deposit | Triggers when a new deposit is created |
New Invoice Payment | Triggers when a new payment is created for an invoice |
New Contract Signature | Triggers when a contract has been signed |
New Form Response | Triggers when a new form response is captured |
Connect your Planning Pod account to Zapier (follow Zapier's authentication prompts)
Set the action to Webhook by Zapier :
Select Catch Raw Hook as the trigger event (waits for POST/PUT/GET to a Zapier URL)
Or select Custom Request as an action
URL:
https://gateway.bridged.media/webhooks/planningpod
Map Planning Pod fields to the webhook payload
Test and publish your Zap
Step 2: Configure Bridged to Receive Webhooks
Log in to your Bridged dashboard
Navigate to the Integrations section. If you do not see this section, contact
support@bridged.mediaClick Planning Pod → Connect Account
Select Webhook as your connection method
Copy your unique webhook URL from Bridged
Paste this URL into your Zapier webhook action configuration
Step 3: Alternative - Manual CSV Export
If automated sync is not required:
Log in to your Planning Pod account
Navigate to the relevant data section (Attendees, Contacts, Events)
Use the export function to download data as CSV
Upload CSV files to Bridged via dashboard
Bulk sync limit: Each bulk operation is limited to 50 records per request.
Step 4: Configure Sync Settings
Setting | Options | Description |
|---|---|---|
Data objects | Attendees, Contacts, Appointments, Invoices | Which event data to read |
Sync frequency | Real-time (webhooks), Daily, Weekly | How often to refresh data |
Sync method | Zapier Webhooks, Manual CSV | Preferred data access method |
Common Use Cases
Playbook | How Event Data Is Used |
|---|---|
Activation | Read attendee list to trigger pre-event reminders via WhatsApp |
Qualification Agent | Read contact data and appointment history for lead scoring |
Nurture & Conversion | Read event details for post-event follow-up conversations |
Example Conversation Powered by Planning Pod Data
When a contact asks "What are my upcoming appointments?", Bridged:
Reads appointment data from Planning Pod (via webhook-stored data)
Filters by date
Returns schedule information conversationally
Security & Permissions
Planning Pod connects via Zapier's authenticated integration
Webhook payloads can be validated using Zapier's security features
Webhooks can be sent as JSON payloads to your specified URL
All API calls should be made over TLS 1.2+
Zapier is SOC 2 and GDPR compliant
Webhook Authentication Options
Zapier webhooks support:
Basic Auth - Username/password authentication
Headers - Custom headers for API keys
Query String Params - Authentication via URL parameters
Troubleshooting
Issue | Likely cause | Solution |
|---|---|---|
No data received | Zap not published | Test and publish Zap in Zapier |
Webhook fails (401) | Incorrect URL or auth | Verify webhook URL and authentication in Zapier action |
Missing fields | Field mapping incomplete | Check field mapping in Zapier |
Duplicate data | Multiple Zaps active | Disable duplicate Zaps |
Manual export missing data | Wrong export section | Export from correct data section |
Support
For integration support, contact your Bridged account manager or email support@bridged.media.
For Planning Pod-specific questions:
Planning Pod Website: https://www.planningpod.com
Zapier Integration Help: Planning Pod support team
Webhook Documentation: Refer to Zapier's webhook documentation