Integrate PlanSo Forms with Zendesk Sell
Send information between PlanSo Forms and Zendesk Sell automatically, without writing any code, using Zoho Flow.
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Create a new contact in Zendesk Sell 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 Zendesk Sell the form responses received in 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 Zendesk Sell.
Create a new contact in Zendesk Sell for each form entry generated by PlanSo Forms
PlanSo Forms + Zendesk Sell
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Supported triggers and actions
Integrate PlanSo Forms and Zendesk Sell using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Lead created
Triggers when a new lead is created
Contact created
Triggers when a new contact is created
Deal created
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Create deal
Create a new deal
Create contact
Creates a new contact
Create task
Create a new task
Create task
Create a new task
Create lead
Creates a new lead
Update lead
Updates the details of an existing lead by ID
Update deal
Updates the details of an existing deal by ID
Fetch user
Fetch the details of the existing user by email address
Fetch lead
Fetch the details of the existing lead 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 Zendesk Sell?
Zendesk Sell is sales force automation software that lets you manage tickets, build a web-based knowledge base, and create an online community for customer conversations.
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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 >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
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Technical Engineer, Master Liveaboards
