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Integrate PlanSo Forms with Capsule CRM
Send information between PlanSo Forms and Capsule CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new person in Capsule CRM for every form entry from PlanSo Forms
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This flow will add a new person in Capsule CRM using the responses 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 person on Capsule CRM in Capsule CRM.
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Create a new person in Capsule CRM for every form entry from PlanSo Forms
PlanSo Forms + Capsule CRM
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Build your own integrations between PlanSo Forms and Capsule CRM
Connect PlanSo Forms and Capsule CRM with over 850+ 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 Capsule CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Form entry made
Triggers when a new form entry is made
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New Person
Triggers when a new person is created on Capsule CRM
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New User
Triggers when a new user is added
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New Task
Triggers when a new open task is created
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New Opportunity
Triggers when a new opportunity is created
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New Case
Triggers when a new case is created
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New Organization
Triggers when a new organization is created
All Actions - Actions are the automated tasks
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Create Opportunity
Creates a new opportunity
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Create Person
Creates a new person on Capsule CRM
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Create Task
Creates a new task
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Create Case
Creates a new case
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Find person
Finds the details of the specified person by ID
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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