Integrate PlanSo Forms with SendGrid
Send information between PlanSo Forms and SendGrid automatically, without writing any code, using Zoho Flow.
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Create a new contact in SendGrid each time a form is filled out in PlanSo Forms
Enable immediate follow-up with leads by accelerating contact addition to the marketing database. This flow will create a new contact in SendGrid for new responses received from PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow adds a new contact. Updates the details if it already exists. in SendGrid.
Create a new contact in SendGrid each time a form is filled out in PlanSo Forms
PlanSo Forms + SendGrid
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Supported triggers and actions
Integrate PlanSo Forms and SendGrid 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 created
Triggers when a new contact is created
New report generated
Triggers when a new email campaign report is generated
All Actions - Actions are the automated tasks
Send email
Sends an email to the specified recipients
Create suppression group
Creates a new suppression group
Add or update contact
Adds a new contact. Updates the details if it already exists.
Add email address to suppression group
Adds the specified email address to the selected suppression group
Create single send email
Creates a single send email and stores it in draft
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 SendGrid?
SendGrid is a customer communication platform for sending marketing and transactional emails. You can use the customized templates, schedule features, and perform A/B testing to ensure maximum customer engagement.
Similar apps
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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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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.
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