Integrate PlanSo Forms with HighLevel
Send information between PlanSo Forms and HighLevel automatically, without writing any code, using Zoho Flow.
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Create a contact in HighLevel when a form is submitted in PlanSo Forms
Streamline your data collection procedures and eliminate errors and mistakes caused by manual intervention. This flow will create a new contact in HighLevel for each form response received 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 HighLevel.
Create a contact in HighLevel when a form is submitted in PlanSo Forms
PlanSo Forms + HighLevel
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Supported triggers and actions
Integrate PlanSo Forms and HighLevel using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Contact added
Triggers when a new contact is created
Contact tag added or removed
Triggers when a new contact tag is added or an existing contact is removed
Contact updated
Triggers when the details of an existing contact are updated
Opportunity status changed
Triggers when the status of an opportunity is changed
Pipeline stage changed
Triggers when the stage of an existing pipeline is changed
All Actions - Actions are the automated tasks
Create business
Creates a new business
Add tag to contact
Adds a tag to the specified contact
Add contact to campaign
Adds a contact to an existing campaign
Create contact
Creates a new contact
Create opportunity
Creates a new opportunity
Create task
Creates a new task
Create user
Create a new user
Update opportunity
Update the details of an existing opportunity by ID
Update contact
Update the details of an existing contact by ID
Update user
Update the details of an existing user by ID
Fetch contact
Fetches the details of an existing contact by query
Remove tag from contact
Removes a tag from the specified contact
Remove contact from campaign
Removes a contact from an existing campaign
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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What is HighLevel?
HighLevel is an all-in-one sales and marketing platform for agencies. It lets you create landing pages, multi-channel campaigns, membership areas, and more.
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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 >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
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
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
