Integrate PlanSo Forms with FluentCRM

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

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Create a contact in FluentCRM each time a form is filled out on PlanSo Forms

Efficiently gather customer data from forms, minimizing duplication efforts. This workflow will generate a new contact in FluentCRM using the form inputs 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 FluentCRM.
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Create a contact in FluentCRM each time a form is filled out on PlanSo Forms

PlanSo Forms + FluentCRM

Build your own integrations between PlanSo Forms and FluentCRM

Connect PlanSo Forms and FluentCRM 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 FluentCRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry made

Triggers when a new form entry is made

Contact updated

Triggers when a new contact is updated

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create list

Creates a new list

Create tag

Creates a new tag

Create contact

Creates a new contact

Update contact

Updates the details of the specified contact

Fetch contact

Fetches the details of an existing contact using 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 FluentCRM?

FluentCRM is a WordPress email marketing automation plugin that lets users create email campaigns, automate email sequencing, manage leads and customers, and monitor user activities.

CRM WordPress Plugins

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.

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Logic

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

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Custom functions

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

Learn more >

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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

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