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
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.
Add a new contact in Freshsales for each new form submission received via PlanSo Forms
PlanSo Forms + Freshsales
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Supported triggers and actions
Integrate PlanSo Forms and Freshsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
New deal
Triggers when a new deal is created in the selected view
New account
Triggers when a new account is created in the selected view
New contact
Triggers when a new contact is created in the selected view
New lead
Triggers when a new lead is created in the selected view
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create lead
Creates a new lead
Create deal
Creates a new deal
Add note to lead
Adds a note to the selected lead
Add note to contact
Adds a note to the selected contact
Convert lead
Converts a lead to contact
Update contact
Updates the details of an existing contact
Update lead
Updates the details of an existing lead
Fetch contact by email address
Fetches the details of a existing contact by email
Fetch lead by ID
Fetches the details of an existing lead by ID
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch lead by email address
Fetches the details of an existing 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
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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