Integrate PlanSo Forms with Sellf

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

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Create a new person in Sellf when a form is submitted through PlanSo Forms

Streamline your contact management by integrating forms with your organization software to capture details directly This flow will generate a new person in Sellf using the form responses obtained 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 person in Sellf.
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Create a new person in Sellf when a form is submitted through PlanSo Forms

PlanSo Forms + Sellf

Build your own integrations between PlanSo Forms and Sellf

Connect PlanSo Forms and Sellf with over 800+ 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 Sellf 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 Person

Triggers when a new person is created

New Deal in Pipeline Stage

Triggers when a deal enters a specific pipeline stage

New Deal

Triggers when a new deal is created

New Company

Triggers when a new company is created

All Actions - Actions are the automated tasks

Create Company

Creates a new company

Create Deal

Creates a new deal

Create Person

Creates a new person

Fetch Company

Fetches an existing company

Fetch Person

Fetches an existing person

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 Sellf?

Sellf lets you plan events, organize documents, create and manage tasks, and make better decisions with clear reports. You can manage your team, prospects, clients, and time efficiently.

CRM

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.

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Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

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CEO, Lakeside CNC Group

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