Integrate PlanSo Forms with HubSpot CRM
Send information between PlanSo Forms and HubSpot CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new contact in HubSpot CRM for each new form submission received via PlanSo Forms
Efficiently gather customer data from forms, minimizing duplication efforts. This flow will create a new contact in HubSpot CRM from the responses collected via PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow creates a new contact. Updates the contact details if it already exists in HubSpot CRM.
Add a new contact in HubSpot CRM for each new form submission received via PlanSo Forms
PlanSo Forms + HubSpot CRM
Build your own integrations between PlanSo Forms and HubSpot CRM
Connect PlanSo Forms and HubSpot CRM 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 HubSpot CRM 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 updated
Triggers when the details of an existing contact are updated
Company created
Triggers when a new company is created
Deal updated
Triggers when a deal is updated
Deal created
Triggers when a new deal is created
Task created
Triggers when a new task is created
Contact created
Triggers when a new contact is created
Engagement created
Triggers when a new engagement is created
Campaign created or updated
Triggers when a campaign is created or updated in HubSpot Marketing
Company updated
Triggers when the details of an existing company are updated
All Actions - Actions are the automated tasks
Create engagement
Creates a new engagement
Create task
Creates a new task
Create contact
Creates a new contact
Create deal
Creates a new deal
Create ticket
Creates a new ticket
Create company
Creates a new company
Associate CRM entities
Associates two existing CRM entities
Update contact - By VID
Updates the details of a contact associated with the specified VID
Update company
Updates the details of an existing company
Create or update contact
Creates a new contact. Updates the contact details if it already exists
Update contact - By email
Updates the details of the contact associated with the specified email
Fetch campaign - By ID
Fetches the details of an existing campaign from HubSpot Marketing by ID
Fetch company - By name
Fetches the details of an existing company by name
Fetch deal
Fetches the details of an existing deal by ID
Fetch company - By ID
Fetches the details of an existing company by ID
Fetch contact
Fetches the details of an existing contact by VID or Email
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 HubSpot CRM?
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 >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
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
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
