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Integrate PlanSo Forms with Upsales
Send information between PlanSo Forms and Upsales automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Add a new contact in Upsales for each new form submission received via PlanSo Forms
Reduce data entry errors by automatically capturing contact information from forms. This flow will generate a new contact in Upsales 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 Upsales.
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Add a new contact in Upsales for each new form submission received via PlanSo Forms
PlanSo Forms + Upsales
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Schedule a new booking in Upsales from every new form submission in PlanSo Forms
Streamline scheduling by seamlessly processing booking requests directly from forms app. This flow will create a new booking in Upsales for every new form submission in PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow creates a new appointment in Upsales.
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Schedule a new booking in Upsales from every new form submission in PlanSo Forms
PlanSo Forms + Upsales
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Build your own integrations between PlanSo Forms and Upsales
Connect PlanSo Forms and Upsales 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 Upsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Form entry made
Triggers when a new form entry is made
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Contact created
Triggers when a new contact is created
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Event created
Triggers when a new event is created
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Order created
Triggers when a new order is created
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Opportunity created
Triggers when a new opportunity is created
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Appointment created
Triggers when a new appointment is created
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User created
Triggers when a new user is created
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Company created
Triggers when a new company is created
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Product created
Triggers when a new product is created
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Activity created
Triggers when a new activity is created
All Actions - Actions are the automated tasks
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Create contact
Creates a new contact
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Create activity
Creates a new activity
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Create order
Creates a new order
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Create product
Creates a new product
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Create company
Creates a new company
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Create appointment
Creates a new appointment
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.
What is Upsales?
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.
Learn more >