Integrate PlanSo Forms with ConvergeHub

Send information between PlanSo Forms and ConvergeHub automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

[esc]

Create a new contact in ConvergeHub 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 ConvergeHub the form responses received in PlanSo Forms.

How it works
  1. The flow triggers when a new form entry is made in PlanSo Forms.
  2. Zoho Flow creates a new contact in ConvergeHub.
+

Create a new contact in ConvergeHub for each form entry generated by PlanSo Forms

PlanSo Forms + ConvergeHub

[esc]

Log a contact in ConvergeHub each time a form submission occurs in PlanSo Forms

Ensure your marketing tool receives lead data promptly for immediate follow-up. This flow will create a new contact in ConvergeHub for each form response received from PlanSo Forms.

How it works
  1. The flow triggers when a new form entry is made in PlanSo Forms.
  2. Zoho Flow creates a new contact in ConvergeHub.
+

Log a contact in ConvergeHub each time a form submission occurs in PlanSo Forms

PlanSo Forms + ConvergeHub

Build your own integrations between PlanSo Forms and ConvergeHub

Connect PlanSo Forms and ConvergeHub with over 750+ 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 ConvergeHub 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 event

Triggers when a new event is created

New target

Triggers when a new target is created

New lead

Triggers when a new lead is created

New account

Triggers when a new account is created

New contact

Triggers when new contact is created

All Actions - Actions are the automated tasks

Create account

Creates a new account

Create target

Creates a new target

Create contact

Creates a new contact

Create event

Creates a new event

Create lead

Creates a new lead

Update lead

Updates the details of an existing lead

Fetch contact

Fetches an existing contact by ID

Fetch lead

Fetches an existing lead by ID

Fetch account

Fetches an existing account by ID

Fetch event

Fetches an existing event by ID

Fetch target

Fetches an existing target by 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.

Forms WordPress Plugins

What is ConvergeHub?

ConvergeHub is CRM software that lets you send customized campaigns, track payments, and collaborate with employees, partners and customers.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY