Integrate PlanSo Forms with Agendor
Send information between PlanSo Forms and Agendor automatically, without writing any code, using Zoho Flow.
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Create a new person in Agendor for every form entry from PlanSo Forms
Save time and reduce errors by capturing contact details directly from forms into your sales CRM solution. This flow will create a new person in Agendor 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 person . in Agendor.
Create a new person in Agendor for every form entry from PlanSo Forms
PlanSo Forms + Agendor
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Supported triggers and actions
Integrate PlanSo Forms and Agendor using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Person created
Triggers when a new person is created
Company created
Triggers when a new company is created
Company updated
Triggers when the details of a company is updated
Person updated
Triggers when the details of a person is updated
Deal updated
Triggers when a the details of a deal is updated
Deal created
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create company deal
Creates a new company deal
Create person deal
Creates a person deal
Create person
Creates a person .
Update deal status
Updates the status of the specified deal
Update person
Updates the details of the specified person
Update deal
Updates the basic details of the specified deal
Update company
Updates the details of the specified company
Fetch user
Fetches the details of the specified user
Fetch person
Fetch the details of the specified person
Fetch company
Fetches the details of an existing company
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 Agendor?
Agendor is a Sales CRM solution that lets you create and manage sales funnels, monitor sales metrics and KPIs, track history of customer interactions and more.
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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.
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CEO, Lakeside CNC Group
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