Integrate PlanSo Forms with Sellf
Send information between PlanSo Forms and Sellf automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new person in Sellf when a form is submitted through PlanSo Forms
Streamline your contact management by integrating forms with your organization software to capture details directly This flow will generate a new person in Sellf 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 person in Sellf.
Create a new person in Sellf when a form is submitted through PlanSo Forms
PlanSo Forms + Sellf
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Supported triggers and actions
Integrate PlanSo Forms and Sellf using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
New Deal in Pipeline Stage
Triggers when a deal enters a specific pipeline stage
New Deal
Triggers when a new deal is created
New Person
Triggers when a new person is created
New Company
Triggers when a new company is created
All Actions - Actions are the automated tasks
Fetch Company
Fetches an existing company
Create Deal
Creates a new deal
Create Company
Creates a new company
Create Person
Creates a new person
Fetch Person
Fetches 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.
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