Integrate PlanSo Forms with TeamWave
Send information between PlanSo Forms and TeamWave automatically, without writing any code, using Zoho Flow.
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Add a new person in TeamWave for each form entry made in PlanSo Forms
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This flow will generate a new person in TeamWave 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 TeamWave.
Add a new person in TeamWave for each form entry made in PlanSo Forms
PlanSo Forms + TeamWave
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Supported triggers and actions
Integrate PlanSo Forms and TeamWave using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
All Actions - Actions are the automated tasks
Create milestone
Creates a new milestone
Create person
Creates a new person
Create task list
Creates a new task list
Create organization
Creates a new organization
Create project
Creates a new project
Create event
Creates a new event
Create deal
Creates a new deal
Create task
Creates a new task
Create activity
Creates a new activity
Update deal
Updates the details of an existing deal
Update person
Updates the details of an existing person
Update organization
Updates the details of an existing organization
Update task
Updates the details of an existing task
Update event
Update the details of an existing event
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.
Similar apps
What is TeamWave?
TeamWave is an integrated suite of CRM, project management, and HR software applications for small & medium-sized companies. It provides features such as lead capture forms, automatic lead assignment, time tracking, email integration, sales forecasting, and more.
Similar apps
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