Integrate PlanSo Forms with Prospect.io
Send information between PlanSo Forms and Prospect.io automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new entry in Prospect.io every time a form is sent in PlanSo Forms
Ensure that all potential leads are accurately captured and added to your sales automation platform. This flow will create a new prospect in Prospect.io for new responses 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 Prospect.io.
Create a new entry in Prospect.io every time a form is sent in PlanSo Forms
PlanSo Forms + Prospect.io
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Supported triggers and actions
Integrate PlanSo Forms and Prospect.io 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 prospect reply
Triggers when a prospect replies to your email
New prospect
Triggers when a new prospect is added
Prospect converted
Triggers when a prospect is marked as converted
All Actions - Actions are the automated tasks
Create prospect
Creates a new prospect
Qualify prospect
Qualifies the selected prospect
Archive prospect
Archives the selected prospect
Convert prospect
Converts the selected prospect
Create prospect in campaign
Creates a new prospect and adds it to the selected campaign
Fetch prospect
Fetches the details of an existing prospect by email address
Unarchive prospect
Unarchives the selected prospect
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 Prospect.io?
Prospect.io is a sales automation platform. It lets you verify email addresses, send drip campaigns and track conversions.
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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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