Integrate PlanSo Forms with Streak
Send information between PlanSo Forms and Streak automatically, without writing any code, using Zoho Flow.
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Add a new contact in Streak for each new form submission received via PlanSo Forms
Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will create a new contact in Streak the form responses received in 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 Streak.
Add a new contact in Streak for each new form submission received via PlanSo Forms
PlanSo Forms + Streak
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Supported triggers and actions
Integrate PlanSo Forms and Streak 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 a contact is updated in the selected team
Stage added
Triggers when a new stage is added to the selected pipeline
Task created
Triggers when a new task is created in the selected pipeline
Box created
Triggers when a new box is created in the selected pipeline
Pipeline created
Triggers when a new pipeline is created
Box stage changed
Triggers when the stage of a box in the selected pipeline changes
Organization created
Triggers when a new organization is created
Box pipeline changed
Triggers when a box is moved between pipelines
Contact added
Triggers when a new contact is created in the selected team
Box updated
Triggers when the properties of a box is updated in the selected pipeline
All Actions - Actions are the automated tasks
Create organization
Creates a new organization
Create comment
Creates a new comment
Create new box
Creates a new box
Add contact to box
Adds a contact to the specified box
Create task
Creates a new task in the selected box
Create contact
Creates a new contact
Update box
Updates the properties of the specified box
Update task
Updates the details of an existing task
Update contact
Updates the details of an existing contact
Update organization
Updates the details of an existing organization
Fetch box
Fetches the details of the specified box
Fetch task
Fetches the details of an existing task
Fetch organization
Fetches the details of an existing organization by key or name
Fetch contact
Fetches the details of an existing contact by key 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.
What is Streak?
Streak is a CRM tool that can be integrated with Gmail. Manage deals, support queues, adapt workflows to your business processes, and collaborate with your team without having to rely on developers.
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