Integrate PlanSo Forms with Salesflare
Send information between PlanSo Forms and Salesflare automatically, without writing any code, using Zoho Flow.
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Create a new contact in Salesflare for each form entry generated by PlanSo Forms
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will generate a new contact in Salesflare using the form responses obtained from 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 Salesflare.
Create a new contact in Salesflare for each form entry generated by PlanSo Forms
PlanSo Forms + Salesflare
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Supported triggers and actions
Integrate PlanSo Forms and Salesflare 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 task
Triggers when a new task is created
New opportunity
Triggers when a new opportunity is created
New contact
Triggers when a new contact is created
New account
Triggers when a new account is created
All Actions - Actions are the automated tasks
Add user to account
Adds an existing user to the selected account
Create account
Creates a new account
Create meeting
Creates a new meeting
Create opportunity
Creates a new opportunity
Create call
Creates a new call
Create contact
Creates a new contact
Create task
Creates a new task
Add contact to account
Adds an existing contact to the selected account
Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
Fetch opportunity
Fetches an opportunity by ID, name, or account
Fetch account
Fetches an account by ID, name, domain, or tags
Fetch person
Fetches a person by ID, name, or email
Fetch user
Fetches a user by ID, name, or email
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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