Integrate PlanSo Forms with Agendor

Send information between PlanSo Forms and Agendor automatically, without writing any code, using Zoho Flow.

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Create a new person in Agendor for every form entry from PlanSo Forms

Save time and reduce errors by capturing contact details directly from forms into your sales CRM solution. This flow will create a new person in Agendor from the responses collected via PlanSo Forms.

How it works
  1. The flow triggers when a new form entry is made in PlanSo Forms.
  2. Zoho Flow creates a person . in Agendor.
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Create a new person in Agendor for every form entry from PlanSo Forms

PlanSo Forms + Agendor

Build your own integrations between PlanSo Forms and Agendor

Connect PlanSo Forms and Agendor with over 850+ 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 Agendor using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry made

Triggers when a new form entry is made

Deal updated

Triggers when a the details of a deal is updated

Deal created

Triggers when a new deal is created

Person created

Triggers when a new person is created

Company created

Triggers when a new company is created

Company updated

Triggers when the details of a company is updated

Person updated

Triggers when the details of a person is updated

All Actions - Actions are the automated tasks

Create company

Creates a new company

Create company deal

Creates a new company deal

Create person deal

Creates a person deal

Create person

Creates a person .

Update deal

Updates the basic details of the specified deal

Update company

Updates the details of the specified company

Update deal status

Updates the status of the specified deal

Update person

Updates the details of the specified person

Fetch user

Fetches the details of the specified user

Fetch person

Fetch the details of the specified person

Fetch company

Fetches the details of an existing company

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.

Forms WordPress Plugins

What is Agendor?

Agendor is a Sales CRM solution that lets you create and manage sales funnels, monitor sales metrics and KPIs, track history of customer interactions and more.

CRM

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

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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