Integrate PlanSo Forms with Nimble

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

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Create a contact in Nimble each time a form is filled out on PlanSo Forms

Efficiently gather customer data from forms, minimizing duplication efforts. This flow will create a new contact in Nimble from the responses collected via 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 Nimble.
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Create a contact in Nimble each time a form is filled out on PlanSo Forms

PlanSo Forms + Nimble

Build your own integrations between PlanSo Forms and Nimble

Connect PlanSo Forms and Nimble with over 1000+ 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 Nimble 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

Triggers when a new contact is added

All Actions - Actions are the automated tasks

Add note

Adds a note to the selected contact

Create contact

Creates a new contact

Create task

Creates a new task

Update contact

Updates the details of an existing contact by contact ID

Fetch contact

Fetches the details of an existing 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 Nimble?

Nimble is a relationship-focused CRM for small businesses that provides features like contact management, data enrichment, email tracking, and more.

CRM

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

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 revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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