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Integrate PlanSo Forms with LionDesk
Send information between PlanSo Forms and LionDesk automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new contact in LionDesk for each form entry generated by PlanSo Forms
Efficiently gather customer data from forms, minimizing duplication efforts. This flow will generate a new contact in LionDesk using the form responses obtained from PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow creates a new contact in LionDesk.
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Create a new contact in LionDesk for each form entry generated by PlanSo Forms
PlanSo Forms + LionDesk
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Build your own integrations between PlanSo Forms and LionDesk
Connect PlanSo Forms and LionDesk 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 LionDesk 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 event
Triggers when a new event is created
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New contact
Triggers when a new contact is created
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New user
Triggers when a new user is added
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New task
Triggers when a new task is created
All Actions - Actions are the automated tasks
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Create event
Creates a new event
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Create task
Creates a new task
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Create contact
Creates a new contact
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Fetch contact
Fetches an existing contact
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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What is LionDesk?
LionDesk is an integrated CRM tool with contact and property management. You can track deals, video email and video text, and distribute leads based on different criteria.
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