Integrate PlanSo Forms with Contactually
Send information between PlanSo Forms and Contactually automatically, without writing any code, using Zoho Flow.
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Create a contact in Contactually each time a form is filled out on PlanSo Forms
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This workflow will generate a new contact in Contactually 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 or updates the details of a contact in Contactually.
Create a contact in Contactually each time a form is filled out on PlanSo Forms
PlanSo Forms + Contactually
Build your own integrations between PlanSo Forms and Contactually
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Supported triggers and actions
Integrate PlanSo Forms and Contactually 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 contact
Triggers when a new contact is created
New bucketed contact
Triggers when a contact is added to the selected bucket
All Actions - Actions are the automated tasks
Create interaction
Creates a new interaction with a contact
Create or update contact
Creates or updates the details of a contact
Create task
Creates a new task
Fetch contact
Fetches a contact by email
Fetch bucket
Fetches the details of an existing bucket
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 Contactually?
Contactually is a CRM application that lets you sync communication history. You can set up custom templates, track deal status with pipelines, and create reminders to connect with your contacts.
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.
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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
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
Siddharth Ahuja
CEO, Fabricroot
