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Integrate PlanSo Forms with Teamwork CRM
Send information between PlanSo Forms and Teamwork CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a contact in Teamwork CRM each time a form is filled out on PlanSo Forms
Reduce data entry errors by automatically capturing contact information from forms. This workflow will generate a new contact in Teamwork CRM using the form inputs received in PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow creates a new contact in Teamwork CRM.
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Create a contact in Teamwork CRM each time a form is filled out on PlanSo Forms
PlanSo Forms + Teamwork CRM
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Build your own integrations between PlanSo Forms and Teamwork CRM
Connect PlanSo Forms and Teamwork CRM with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate PlanSo Forms and Teamwork CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Form entry made
Triggers when a new form entry is made
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Deal created
Triggers when a new deal is created
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Contact updated
Triggers when a contact is updated
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Note created
Triggers when a new note is created
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Company created
Triggers when a new company is created
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Contact created
Triggers when a new contact is created
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Deal updated
Triggers when a deal is updated
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Company updated
Triggers when a company is updated
All Actions - Actions are the automated tasks
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Create contact
Creates a new contact
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Create lost reason
Creates a new lost reason
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Create note
Creates a new note
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Create deal
Creates a new deal
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Create company
Creates a new company
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Create product
Creates a new product
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 Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
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