Integrate PlanSo Forms with Teamleader
Send information between PlanSo Forms and Teamleader automatically, without writing any code, using Zoho Flow.
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Create a new contact in Teamleader for each form entry generated by PlanSo Forms
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will create a new contact in Teamleader 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 Teamleader.
Create a new contact in Teamleader for each form entry generated by PlanSo Forms
PlanSo Forms + Teamleader
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Supported triggers and actions
Integrate PlanSo Forms and Teamleader using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Time tracking updated
Triggers when the details of an existing time tracking are updated
Deal created
Triggers when a new deal is created
Time tracking created
Triggers when a new time tracking is created
Company created
Triggers when a new company is added
Invoice paid
Triggers when an invoice is paid
Project created
Triggers when a new project is created
Deal accepted
Triggers when a deal is accepted
Invoice booked
Triggers when an invoice is booked
Contact added
Triggers when a new contact is added
Product created
Triggers when a new product is created
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create project
Creates a new project
Create company
Creates a new company
Create contact
Creates a new contact
Link contact to company
Links a contact to the specified company
Create task
Creates a new task
Update task
Updates the details of an existing task
Fetch contact
Fetches a contact by ID
Fetch company
Fetches a company by ID
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 Teamleader?
Teamleader is a customer management, project management and invoicing application. It lets you manage customers, convert quotations into projects, track time spent on projects and more.
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.
Learn more >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
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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!
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Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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