Integrate PlanSo Forms with HubSpot CRM
Send information between PlanSo Forms and HubSpot CRM automatically, without writing any code, using Zoho Flow.
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Add a new contact in HubSpot CRM for each new form submission received via PlanSo Forms
Efficiently gather customer data from forms, minimizing duplication efforts. This flow will create a new contact in HubSpot CRM 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 new contact. Updates the contact details if it already exists in HubSpot CRM.
Add a new contact in HubSpot CRM for each new form submission received via PlanSo Forms
PlanSo Forms + HubSpot CRM
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Supported triggers and actions
Integrate PlanSo Forms and HubSpot CRM 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 created
Triggers when a new contact is created
Deal created or updated
Triggers when a deal is created or updated
Task created
Triggers when a new task is created
Company created or updated
Triggers when a company is created or updated
Meeting created
Triggers when a new meeting is created
Contact created or updated
Triggers when a contact is created or updated
Company created
Triggers when a new company is created
Deal created
Triggers when a new deal is created
Email created
Triggers when a new email is created
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create company
Creates a new company
Create deal
Creates a new deal
Create ticket
Creates a new ticket
Create contact
Creates a new contact
Associate CRM entities
Associates two existing CRM entities
Create or update contact
Creates a new contact or updates the contact details if the contact already exists
Update company
Updates the details of an existing company
Update contact - By email
Updates the details of an existing contact associated with the specified email
Update contact - By VID
Updates the details of a contact associated with the specified VID
Fetch ticket pipeline - By name
Fetches the details of an existing pipeline in the ticket by name
Fetch contact - By VID or email
Fetches the details of an existing contact by VID or email
Fetch deal - By ID
Fetches the details of an existing deal by ID
Fetch ticket pipeline stage - By name
Fetches the details of an existing stages of pipeline in the ticket by name
Fetch company - By ID
Fetches the details of an existing company by ID
Fetch company - By name
Fetches the details of an existing company by name
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.
What is HubSpot CRM?
HubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place.
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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
Endless integrations. End to manual work.
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