Integrate PlanSo Forms with Klenty
Send information between PlanSo Forms and Klenty automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new entry in Klenty every time a form is sent in PlanSo Forms
Ensure your sales prospecting and communication platform receives lead data promptly for immediate follow-up. This flow will add a new prospect to Klenty each time a new form response is 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 prospect in Klenty.
Create a new entry in Klenty every time a form is sent in PlanSo Forms
PlanSo Forms + Klenty
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Supported triggers and actions
Integrate PlanSo Forms and Klenty using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
All Actions - Actions are the automated tasks
Update prospect
Updates the details of an existing prospect
Unsubscribe prospect
Unsubscribes the specified prospect from all emails
Stop all emails to prospect
Stops all emails scheduled for the specified prospect
Stop cadence
Stops any cadence for the specified email address
Start cadence
Starts a cadence for the specified email address
Resume cadence
Resumes a paused cadence for the specified email address
Create prospect
Creates a new prospect
Fetch prospect
Fetches the details of an existing prospect 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.
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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
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
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Technical and Operations Head, TruAct
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
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