Integrate PlanSo Forms with Klenty
Send information between PlanSo Forms and Klenty automatically, without writing any code, using Zoho Flow.
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Create a new entry in Klenty every time a form is sent in PlanSo Forms
Ensure your sales prospecting and communication platform receives lead data promptly for immediate follow-up. This flow will add a new prospect to Klenty each time a new form response is 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 prospect in Klenty.
Create a new entry in Klenty every time a form is sent in PlanSo Forms
PlanSo Forms + Klenty
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Supported triggers and actions
Integrate PlanSo Forms and Klenty using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
All Actions - Actions are the automated tasks
Create prospect
Creates a new prospect
Update prospect
Updates the details of an existing prospect
Unsubscribe prospect
Unsubscribes the specified prospect from all emails
Stop all emails to prospect
Stops all emails scheduled for the specified prospect
Stop cadence
Stops any cadence for the specified email address
Start cadence
Starts a cadence for the specified email address
Resume cadence
Resumes a paused cadence for the specified email address
Fetch prospect
Fetches the details of an existing prospect by email address
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 Klenty?
Klenty is a sales prospecting and communication platform that lets you create drip campaigns, track email opens, and log calls made to prospects.
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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
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Head of Operations, AAA Band Rentals
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
