Integrate PlanSo Forms with Gro CRM
Send information between PlanSo Forms and Gro CRM automatically, without writing any code, using Zoho Flow.
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Create a new contact in Gro CRM whenever a form is submitted through PlanSo Forms
Efficiently gather customer data from forms, minimizing duplication efforts. This flow will create a new contact in Gro CRM the form responses 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 Gro CRM.
Create a new contact in Gro CRM whenever a form is submitted through PlanSo Forms
PlanSo Forms + Gro CRM
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Supported triggers and actions
Integrate PlanSo Forms and Gro 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
New contact
Triggers when a new contact is created
New user
Triggers when a new user is added
New task
Triggers when a new task is created
New deal
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Create account
Creates a new account
Create contact
Creates a new contact
Fetch time zone
Fetches the details of a time zone by name
Fetch country
Fetches the details of a country by name
Fetch user
Fetches the details of an existing user by email
Fetch currency
Fetches the details of a currency by name
Fetch contact
Fetches the details of an existing contact by email or name
Fetch contact type
Fetches the details of an existing contact type by name
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 Gro CRM?
Gro CRM is an online platform that lets you manage deals, track appointments, and build relationships with leads and contacts.
Similar apps
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.
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CEO, iDAYit
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Director, Perth Security Services
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
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Technical Engineer, Master Liveaboards
