Integrate PlanSo Forms with Zendesk Sell
Send information between PlanSo Forms and Zendesk Sell automatically, without writing any code, using Zoho Flow.
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Create a new contact in Zendesk Sell for each form entry generated by PlanSo Forms
Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will create a new contact in Zendesk Sell the form responses 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 Zendesk Sell.
Create a new contact in Zendesk Sell for each form entry generated by PlanSo Forms
PlanSo Forms + Zendesk Sell
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Supported triggers and actions
Integrate PlanSo Forms and Zendesk Sell using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Deal created
Triggers when a new deal is created
Contact created
Triggers when a new contact is created
Lead created
Triggers when a new lead is created
All Actions - Actions are the automated tasks
Create task
Create a new task
Create lead
Creates a new lead
Create task
Create a new task
Create contact
Creates a new contact
Create deal
Create a new deal
Update deal
Updates the details of an existing deal by ID
Update lead
Updates the details of an existing lead by ID
Fetch lead
Fetch the details of the existing lead by email address
Fetch user
Fetch the details of the existing user by email address
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 Zendesk Sell?
Zendesk Sell is sales force automation software that lets you manage tickets, build a web-based knowledge base, and create an online community for customer conversations.
Similar apps
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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
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Toto
Technical Engineer, Master Liveaboards
