Integrate PlanSo Forms with HighLevel

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

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Create a contact in HighLevel when a form is submitted in PlanSo Forms

Streamline your data collection procedures and eliminate errors and mistakes caused by manual intervention. This flow will create a new contact in HighLevel for each form response received from 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 HighLevel.
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Create a contact in HighLevel when a form is submitted in PlanSo Forms

PlanSo Forms + HighLevel

Build your own integrations between PlanSo Forms and HighLevel

Connect PlanSo Forms and HighLevel with over 800+ 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 HighLevel 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 tag added or removed

Triggers when a new contact tag is added or an existing contact is removed

Pipeline stage changed

Triggers when the stage of an existing pipeline is changed

Opportunity status changed

Triggers when the status of an opportunity is changed

Contact added

Triggers when a new contact is created

Contact updated

Triggers when the details of an existing contact are updated

All Actions - Actions are the automated tasks

Create task

Creates a new task

Create user

Create a new user

Create business

Creates a new business

Add tag to contact

Adds a tag to the specified contact

Add contact to campaign

Adds a contact to an existing campaign

Create contact

Creates a new contact

Create opportunity

Creates a new opportunity

Update opportunity

Update the details of an existing opportunity by ID

Update contact

Update the details of an existing contact by ID

Update user

Update the details of an existing user by ID

Fetch contact

Fetches the details of an existing contact by query

Remove tag from contact

Removes a tag from the specified contact

Remove contact from campaign

Removes a contact from an existing campaign

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 HighLevel?

HighLevel is an all-in-one sales and marketing platform for agencies. It lets you create landing pages, multi-channel campaigns, membership areas, and more.

Marketing Automation

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.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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