![](https://flow-public.nimbuspop.com/flow-apps/planso_forms.png)
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Integrate PlanSo Forms with Insightly
Send information between PlanSo Forms and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-public.nimbuspop.com/flow-apps/planso_forms.png)
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create a new contact in Insightly 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 create a new contact in Insightly from the responses collected via 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 Insightly.
![](https://flow-public.nimbuspop.com/flow-apps/planso_forms.png)
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create a new contact in Insightly for each form entry generated by PlanSo Forms
PlanSo Forms + Insightly
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between PlanSo Forms and Insightly
Connect PlanSo Forms and Insightly with over 900+ 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 Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-public.nimbuspop.com/flow-apps/planso_forms.png)
Form entry made
Triggers when a new form entry is made
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
New Contact
Triggers when a new contact is created
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
New Opportunity
Triggers when a new opportunity is created
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
New Project
Triggers when a new project is created
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
New Organization
Triggers when a new organization is created
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
New Lead
Triggers when a new lead is created
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
New Task
Triggers when a new task is created
All Actions - Actions are the automated tasks
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create Task
Creates a new task
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create Contact
Creates a new contact
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create Lead
Creates a new lead
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create Project
Creates a new project
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create Opportunity
Creates a new opportunity
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create Organization
Creates a new organization
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create Event
Creates a new event
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 Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
Similar apps
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