Integrate PlanSo Forms with Livespace
Send information between PlanSo Forms and Livespace automatically, without writing any code, using Zoho Flow.
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Create a new person in Livespace when a form is submitted through PlanSo Forms
Efficiently gather contact details from forms, minimising duplication efforts. This flow will add a new person in Livespace 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 in Livespace.
Create a new person in Livespace when a form is submitted through PlanSo Forms
PlanSo Forms + Livespace
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Supported triggers and actions
Integrate PlanSo Forms and Livespace using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Person created
Triggers when a new person is created
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
All Actions - Actions are the automated tasks
Create task
Creates a new task
Add deal note
Adds a note to the specified deal
Create company
Creates a new company
Create person
Creates a new person
Add company note
Adds a note to the specified company
Add person note
Adds a note to the specified person
Create deal
Creates a new deal
Update deal
Updates the details of an existing deal
Update company
Updates the details of an existing company
Update person
Updates the details of an existing person
Fetch deal
Fetches the details of an existing deal
Fetch company
Fetches the details of an existing company
Fetch person
Fetches the details of an existing person
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 Livespace?
Livespace is a CRM platform that helps you plan, optimize, and control your sales process. It also provides features such as statistics and reports, email and task automation, and more.
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