Integrate PlanSo Forms with Contactually
Send information between PlanSo Forms and Contactually automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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.
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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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