![](https://flow-ca-public.nimbuspop.com/flow-apps/planso_forms.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Integrate PlanSo Forms with Teamwork CRM
Send information between PlanSo Forms and Teamwork CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-ca-public.nimbuspop.com/flow-apps/planso_forms.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Create a contact in Teamwork CRM each time a form is filled out on PlanSo Forms
Reduce data entry errors by automatically capturing contact information from forms. This workflow will generate a new contact in Teamwork CRM using the form inputs 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 Teamwork CRM.
![](https://flow-ca-public.nimbuspop.com/flow-apps/planso_forms.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Create a contact in Teamwork CRM each time a form is filled out on PlanSo Forms
PlanSo Forms + Teamwork CRM
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between PlanSo Forms and Teamwork CRM
Connect PlanSo Forms and Teamwork CRM 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 Teamwork CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-ca-public.nimbuspop.com/flow-apps/planso_forms.png)
Form entry made
Triggers when a new form entry is made
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Deal created
Triggers when a new deal is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Contact updated
Triggers when a contact is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Note created
Triggers when a new note is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Company created
Triggers when a new company is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Contact created
Triggers when a new contact is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Deal updated
Triggers when a deal is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Company updated
Triggers when a company is updated
All Actions - Actions are the automated tasks
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Create company
Creates a new company
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Create deal
Creates a new deal
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Create lost reason
Creates a new lost reason
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Create product
Creates a new product
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Create note
Creates a new note
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Create contact
Creates a new contact
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Fetch product
Fetches the details of an existing product
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Fetch company
Fetches the details of an existing company
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Fetch deal
Fetches the details of an existing deal
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Fetch contact
Fetches the details of an existing contact
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 Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
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