Integrate PlanSo Forms with HighLevel
Send information between PlanSo Forms and HighLevel automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a contact in HighLevel when a form is submitted in PlanSo Forms
Streamline your data collection procedures and eliminate errors and mistakes caused by manual intervention. This flow will create a new contact in HighLevel 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 HighLevel.
Create a contact in HighLevel when a form is submitted in PlanSo Forms
PlanSo Forms + HighLevel
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Supported triggers and actions
Integrate PlanSo Forms and HighLevel 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 tag added or removed
Triggers when a new contact tag is added or an existing contact is removed
Contact added
Triggers when a new contact is created
Opportunity status changed
Triggers when the status of an opportunity is changed
Contact updated
Triggers when the details of an existing contact are updated
Pipeline stage changed
Triggers when the stage of an existing pipeline is changed
All Actions - Actions are the automated tasks
Create user
Create a new user
Create task
Creates a new task
Add tag to contact
Adds a tag to the specified contact
Create business
Creates a new business
Create contact
Creates a new contact
Add contact to campaign
Adds a contact to an existing campaign
Create opportunity
Creates a new opportunity
Update opportunity
Update the details of an existing opportunity by ID
Update user
Update the details of an existing user by ID
Update contact
Update the details of an existing contact by ID
Fetch contact
Fetches the details of an existing contact by query
Remove tag from contact
Removes a tag from the specified contact
Remove contact from campaign
Removes a contact from an existing campaign
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.
What is HighLevel?
HighLevel is an all-in-one sales and marketing platform for agencies. It lets you create landing pages, multi-channel campaigns, membership areas, and more.
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