Integrate Contactually with PlanSo Forms
Send information between Contactually and PlanSo Forms automatically, without writing any code, using Zoho Flow.
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Create a contact in Contactually each time a form is filled out on PlanSo Forms
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This workflow will generate a new contact in Contactually using the form inputs received in PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow creates or updates the details of a contact in Contactually.
Create a contact in Contactually each time a form is filled out on PlanSo Forms
PlanSo Forms + Contactually
Build your own integrations between Contactually and PlanSo Forms
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Supported triggers and actions
Integrate Contactually and PlanSo Forms using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New bucketed contact
Triggers when a contact is added to the selected bucket
Form entry made
Triggers when a new form entry is made
All Actions - Actions are the automated tasks
Create or update contact
Creates or updates the details of a contact
Create interaction
Creates a new interaction with a contact
Create task
Creates a new task
Fetch contact
Fetches a contact by email
Fetch bucket
Fetches the details of an existing bucket
What is Contactually?
Contactually is a CRM application that lets you sync communication history. You can set up custom templates, track deal status with pipelines, and create reminders to connect with your contacts.
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What is PlanSo Forms?
PlanSo Forms is a quick and easy form builder with an intuitive and user-friendly interface. It also provides features such as auto-responder emails after form submissions, integrated spam protection, file submissions within forms, and more.
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Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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