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
Build your own integrations between PlanSo Forms and 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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Custom functions
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Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
