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
Pipeline stage changed
Triggers when the stage of an existing pipeline is changed
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
All Actions - Actions are the automated tasks
Create user
Create a new user
Add contact to campaign
Adds a contact to an existing campaign
Add workflow to contact
Adds a workflow to the specified contact
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
Create opportunity
Creates a new opportunity
Update contact
Update the details of an existing contact by ID
Update opportunity
Update the details of an existing opportunity by ID
Update user
Update the details of an existing user by ID
Fetch contact
Fetches the details of an existing contact by query
Remove contact from campaign
Removes a contact from an existing campaign
Remove tag from contact
Removes a tag from the specified contact
Fetch opportunity
Fetches the details of an existing opportunity
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 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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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 >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
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. 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
