Integrate PlanSo Forms with ActiveTrail
Send information between PlanSo Forms and ActiveTrail automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Log a contact in ActiveTrail each time a form submission occurs in PlanSo Forms
Ensure your marketing tool receives lead data promptly for immediate follow-up. This flow will create a new contact in ActiveTrail 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 ActiveTrail.
Log a contact in ActiveTrail each time a form submission occurs in PlanSo Forms
PlanSo Forms + ActiveTrail
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Supported triggers and actions
Integrate PlanSo Forms and ActiveTrail using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Updated contact
Triggers when the details of an existing contact are updated
Contact removed from group
Triggers when a contact is removed from any group
Unsubscribed contact
Triggers when a contact unsubscribes from receiving further emails
Contact added to group
Triggers when a contact is added to any group
All Actions - Actions are the automated tasks
Add contact to group
Adds a contact to the specified group
Send SMS
Sends an SMS message to a specified number
Fetch group
Fetches an existing group by name
Create contact
Creates a new contact
Fetch contact
Fetches an existing contact by name or email
Remove contact from group
Removes a contact from a specific group
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.
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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
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Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. 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
