![](https://flow-in-public.nimbuspop.com/flow-apps/planso_forms.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/freshsales.png)
Integrate PlanSo Forms with Freshsales
Send information between PlanSo Forms and Freshsales automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-in-public.nimbuspop.com/flow-apps/planso_forms.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/freshsales.png)
Add a new contact in Freshsales for each new form submission received via PlanSo Forms
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will create a new contact in Freshsales from the responses collected via 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 Freshsales.
![](https://flow-in-public.nimbuspop.com/flow-apps/planso_forms.png)
![](https://flow-in-public.nimbuspop.com/flow-apps/freshsales.png)
Add a new contact in Freshsales for each new form submission received via PlanSo Forms
PlanSo Forms + Freshsales
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between PlanSo Forms and Freshsales
Connect PlanSo Forms and Freshsales with over 800+ 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 Freshsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-in-public.nimbuspop.com/flow-apps/planso_forms.png)
Form entry made
Triggers when a new form entry is made
![](https://flow-in-public.nimbuspop.com/flow-apps/freshsales.png)
New account
Triggers when a new account is created in the selected view
![](https://flow-in-public.nimbuspop.com/flow-apps/freshsales.png)
New contact
Triggers when a new contact is created in the selected view
![](https://flow-in-public.nimbuspop.com/flow-apps/freshsales.png)
New deal
Triggers when a new deal is created in the selected view
![](https://flow-in-public.nimbuspop.com/flow-apps/freshsales.png)
New lead
Triggers when a new lead is created in the selected view
All Actions - Actions are the automated tasks
![](https://flow-in-public.nimbuspop.com/flow-apps/freshsales.png)
Create lead
Creates a new lead
![](https://flow-in-public.nimbuspop.com/flow-apps/freshsales.png)
Create deal
Creates a new deal
![](https://flow-in-public.nimbuspop.com/flow-apps/freshsales.png)
Add note to contact
Adds a note to the selected contact
![](https://flow-in-public.nimbuspop.com/flow-apps/freshsales.png)
Add note to lead
Adds a note to the selected lead
![](https://flow-in-public.nimbuspop.com/flow-apps/freshsales.png)
Create contact
Creates a new contact
![](https://flow-in-public.nimbuspop.com/flow-apps/freshsales.png)
Update contact
Updates the details of an existing contact
![](https://flow-in-public.nimbuspop.com/flow-apps/freshsales.png)
Convert lead
Converts a lead to contact
![](https://flow-in-public.nimbuspop.com/flow-apps/freshsales.png)
Update lead
Updates the details of an existing lead
![](https://flow-in-public.nimbuspop.com/flow-apps/freshsales.png)
Fetch lead by ID
Fetches a lead by ID
![](https://flow-in-public.nimbuspop.com/flow-apps/freshsales.png)
Fetch contact by email address
Fetches a contact by email
![](https://flow-in-public.nimbuspop.com/flow-apps/freshsales.png)
Fetch contact by ID
Fetches a contact by ID
![](https://flow-in-public.nimbuspop.com/flow-apps/freshsales.png)
Fetch lead by email address
Fetches a lead by 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.
Similar apps
What is Freshsales?
Freshsales is CRM with built-in phone and email. You can manage leads and deals, track customer activities on website, and customize reports for better insights.
Similar apps
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