Integrate PlanSo Forms with Onpipeline
Send information between PlanSo Forms and Onpipeline automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new person in Onpipeline for every form entry submitted in PlanSo Forms
Save time and reduce errors by capturing contact details directly from forms into your sales CRM. This flow will create a new person in Onpipeline 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 adds a new contact person in Onpipeline.
Create a new person in Onpipeline for every form entry submitted in PlanSo Forms
PlanSo Forms + Onpipeline
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Supported triggers and actions
Integrate PlanSo Forms and Onpipeline using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Deal updated
Triggers when an existing deal is updated
Person added
Triggers when a new contact person is added
Organization created
Triggers when a new organization is created
Deal updated as won
Triggers when a deal is updated as won
Event updated
Triggers when a calendar event is updated
Deal created
Triggers when a new deal is created
Event created
Triggers when a new calendar event is created
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Add lead
Creates a new lead
Add organization
Adds a new organization
Update deal
Updates the details of an existing deal
Update person
Updates the details of an existing contact person
Add person
Adds a new contact person
Update organization
Updates the details of an existing organization
Fetch organization
Fetches the details of an existing organisation by name
Fetch person
Fetches the details of an existing person by full 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 Onpipeline?
Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.
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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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