Integrate PlanSo Forms with Autopilot

Send information between PlanSo Forms and Autopilot automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Create a new contact in Autopilot for each form entry generated by PlanSo Forms

Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will generate a new contact in Autopilot using the form responses obtained from PlanSo Forms.

How it works
  1. The flow triggers when a new form entry is made in PlanSo Forms.
  2. Zoho Flow creates a new contact in Autopilot.
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Create a new contact in Autopilot for each form entry generated by PlanSo Forms

PlanSo Forms + Autopilot

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Create a new contact in Autopilot each time a form is filled out in PlanSo Forms

Enable immediate follow-up with leads by accelerating contact addition to the marketing database. This flow will create a new contact in Autopilot for each form response received from PlanSo Forms.

How it works
  1. The flow triggers when a new form entry is made in PlanSo Forms.
  2. Zoho Flow creates a new contact in Autopilot.
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Create a new contact in Autopilot each time a form is filled out in PlanSo Forms

PlanSo Forms + Autopilot

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Add a contact to a list in Autopilot when a form is submitted in PlanSo Forms

Capture contact details from forms to avoid redundancy and keep your contact lists organized. This flow will create a new contact in a list in Autopilot for each form response received from PlanSo Forms.

How it works
  1. The flow triggers when a new form entry is made in PlanSo Forms.
  2. Zoho Flow creates a new contact and adds it to the selected list in Autopilot.
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Add a contact to a list in Autopilot when a form is submitted in PlanSo Forms

PlanSo Forms + Autopilot

Build your own integrations between PlanSo Forms and Autopilot

Connect PlanSo Forms and Autopilot with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate PlanSo Forms and Autopilot using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry made

Triggers when a new form entry is made

Contact added to list

Triggers when a contact is added to the selected list

Contact unsubscribed

Triggers when a contact unsubscribes

New contact

Triggers when a new contact is added

Contact removed from list

Triggers when a contact is removed from the selected list

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Add contact to list

Creates a new contact and adds it to the selected list

Fetch contact

Fetches the details of an existing contact by its email address or contact ID

Unsubscribe contact

Unsubscribes the selected contact from all emails

Delete contact

Deletes the selected contact

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.

Forms WordPress Plugins

What is Autopilot?

Autopilot is visual marketing automation and customer journey software. This lets you capture leads, convert them into customers, and get valuable feedback.

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.

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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

Louis Castellano

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

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