Integrate PlanSo Forms with Klenty
Send information between PlanSo Forms and Klenty automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new entry in Klenty every time a form is sent in PlanSo Forms
Ensure your sales prospecting and communication platform receives lead data promptly for immediate follow-up. This flow will add a new prospect to Klenty each time a new form response is 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 prospect in Klenty.
Create a new entry in Klenty every time a form is sent in PlanSo Forms
PlanSo Forms + Klenty
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Supported triggers and actions
Integrate PlanSo Forms and Klenty using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
All Actions - Actions are the automated tasks
Unsubscribe prospect
Unsubscribes the specified prospect from all emails
Start cadence
Starts a cadence for the specified email address
Update prospect
Updates the details of an existing prospect
Create prospect
Creates a new prospect
Stop cadence
Stops any cadence for the specified email address
Stop all emails to prospect
Stops all emails scheduled for the specified prospect
Resume cadence
Resumes a paused cadence for the specified email address
Fetch prospect
Fetches the details of an existing prospect by email address
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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Custom functions
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Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
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
