Integrate PlanSo Forms with ActiveTrail
Send information between PlanSo Forms and ActiveTrail automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Log a contact in ActiveTrail each time a form submission occurs in PlanSo Forms
Ensure your marketing tool receives lead data promptly for immediate follow-up. This flow will create a new contact in ActiveTrail for each form response received from PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow creates a new contact in ActiveTrail.
Log a contact in ActiveTrail each time a form submission occurs in PlanSo Forms
PlanSo Forms + ActiveTrail
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Supported triggers and actions
Integrate PlanSo Forms and ActiveTrail using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Updated contact
Triggers when the details of an existing contact are updated
Contact added to group
Triggers when a contact is added to any group
Unsubscribed contact
Triggers when a contact unsubscribes from receiving further emails
Contact removed from group
Triggers when a contact is removed from any group
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Fetch group
Fetches an existing group by name
Send SMS
Sends an SMS message to a specified number
Add contact to group
Adds a contact to the specified group
Fetch contact
Fetches an existing contact by name or email
Remove contact from group
Removes a contact from a specific group
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.
Similar apps
What is ActiveTrail?
ActiveTrail is marketing automation software that helps you efficiently manage your marketing solutions like SMS, surveys, emails, and newsletters.
Similar apps
Build comprehensive workflows using
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
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
