Integrate PlanSo Forms with Bigin by Zoho CRM
Send information between PlanSo Forms and Bigin by Zoho CRM automatically, without writing any code, using Zoho Flow.
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Create a new contact in Bigin by Zoho CRM for each form entry generated by PlanSo Forms
Efficiently gather customer data from forms, minimizing duplication efforts. This flow will create a new contact in Bigin by Zoho CRM from the responses collected via PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow creates a new contact or updates the details of an existing contact in Bigin by Zoho CRM.
Create a new contact in Bigin by Zoho CRM for each form entry generated by PlanSo Forms
PlanSo Forms + Bigin by Zoho CRM
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Supported triggers and actions
Integrate PlanSo Forms and Bigin by Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Task updated
Triggers when any detail of an existing task is updated
Call created
Triggers when a new call is created
Contact created or updated
Triggers when a new contact is created or updated
Pipeline record probability updated
Triggers when the probability of an existing pipeline record is updated
User added
Triggers when a new user is added
Contact created
Triggers when a new contact is created
Pipeline record created or updated
Triggers when a new pipeline record is created or updated
Company created
Triggers when a new company is created
Event updated
Triggers when any detail of an existing event is updated
Task created
Triggers when a new task is created
Contact updated
Triggers when any detail of an existing contact is updated
Product created
Triggers when a new product is created
Product updated
Triggers when any detail of an existing product is updated
Pipeline record updated
Triggers when the details of an existing pipeline record are updated
Call updated
Triggers when any detail of an existing call is updated
Company updated
Triggers when any detail of an existing company is updated
Event created
Triggers when a new event is created
Pipeline record created
Triggers when a new pipeline record is created
Note added
Triggers when a new note is added
Pipeline record stage updated to closed
Triggers when an existing pipeline record stage is updated to closed, won, or lost.
All Actions - Actions are the automated tasks
Send email
Sends an email to the specified contact
Create event
Creates a new event
Create or update company
Creates a new company or updates the details of the company if it already exists
Create or update contact
Creates a new contact or updates the details of an existing contact
Create or update product
Creates a new product or updates the details of an existing product
Create task
Creates a new task
Create user
Creates a new user
Create tag
Creates a new tag in the selected module
Create or update pipeline record
Creates a new pipeline record or updates the details of the pipeline record if it already exists
Create call
Creates a new call
Add tag to record
Adds a tag to the specified record
Remove tag from record
Removes an existing tag from the specified record
Add note
Adds a note to the selected module
Update contact
Updates the details of an existing contact
Update pipeline record
Updates the details of an existing pipeline record
Update event
Updates the details of an existing event
Update user
Updates the existing user
Update product
Updates the details of an existing product
Update call
Updates the details of an existing call
Update task
Updates the details of an existing task
Add product to pipeline record
Adds a product to the selected pipeline record
Update company
Updates the details of an existing company
Fetch company
Fetches the details of an existing company by name or ID
Fetch user
Fetches the details of an existing user by email address or ID
Fetch task
Fetches the details of an existing task by name or ID
Fetch contact
Fetches the details of an existing contact by email address, name, or ID.
Fetch call
Fetches the details of an existing call by its ID or the contact ID
Fetch event
Fetches the details of an existing event by title or ID
Fetch product
Fetches the details of an existing product by ID, name, or code
Fetch pipeline record
Fetches the details of an existing pipeline record by its name or ID
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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