Integrate PlanSo Forms with SendGrid
Send information between PlanSo Forms and SendGrid automatically, without writing any code, using Zoho Flow.
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Create a new contact in SendGrid each time a form is filled out in PlanSo Forms
Enable immediate follow-up with leads by accelerating contact addition to the marketing database. This flow will create a new contact in SendGrid for new responses received from PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow adds a new contact. Updates the details if it already exists. in SendGrid.
Create a new contact in SendGrid each time a form is filled out in PlanSo Forms
PlanSo Forms + SendGrid
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Supported triggers and actions
Integrate PlanSo Forms and SendGrid 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 report generated
Triggers when a new email campaign report is generated
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create suppression group
Creates a new suppression group
Send email
Sends an email to the specified recipients
Create single send email
Creates a single send email and stores it in draft
Add email address to suppression group
Adds the specified email address to the selected suppression group
Add or update contact
Adds a new contact. Updates the details if it already exists.
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 SendGrid?
SendGrid is a customer communication platform for sending marketing and transactional emails. You can use the customized templates, schedule features, and perform A/B testing to ensure maximum customer engagement.
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