Integrate PlanSo Forms with Autopilot
Send information between PlanSo Forms and Autopilot automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Autopilot for each form entry generated by PlanSo Forms
Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will generate a new contact in Autopilot using the form responses obtained from 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 Autopilot.
Create a new contact in Autopilot for each form entry generated by PlanSo Forms
PlanSo Forms + Autopilot
Create a new contact in Autopilot each time a form is filled out in PlanSo Forms
Enable immediate follow-up with leads by accelerating contact addition to the marketing database. This flow will create a new contact in Autopilot for each form response 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 contact in Autopilot.
Create a new contact in Autopilot each time a form is filled out in PlanSo Forms
PlanSo Forms + Autopilot
Add a contact to a list in Autopilot when a form is submitted in PlanSo Forms
Capture contact details from forms to avoid redundancy and keep your contact lists organized. This flow will create a new contact in a list in Autopilot for each form response 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 contact and adds it to the selected list in Autopilot.
Add a contact to a list in Autopilot when a form is submitted in PlanSo Forms
PlanSo Forms + Autopilot
Build your own integrations between PlanSo Forms and Autopilot
Connect PlanSo Forms and Autopilot 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 Autopilot 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 removed from list
Triggers when a contact is removed from the selected list
Contact unsubscribed
Triggers when a contact unsubscribes
New contact
Triggers when a new contact is added
Contact added to list
Triggers when a contact is added to the selected list
All Actions - Actions are the automated tasks
Add contact to list
Creates a new contact and adds it to the selected list
Create contact
Creates a new contact
Fetch contact
Fetches the details of an existing contact by its email address or contact ID
Unsubscribe contact
Unsubscribes the selected contact from all emails
Delete contact
Deletes the selected contact
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 Autopilot?
Autopilot is visual marketing automation and customer journey software. This lets you capture leads, convert them into customers, and get valuable feedback.
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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
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 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
Toto
Technical Engineer, Master Liveaboards
