Integrate PlanSo Forms with Gro CRM
Send information between PlanSo Forms and Gro CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Gro CRM whenever a form is submitted through PlanSo Forms
Efficiently gather customer data from forms, minimizing duplication efforts. This flow will create a new contact in Gro CRM 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 Gro CRM.
Create a new contact in Gro CRM whenever a form is submitted through PlanSo Forms
PlanSo Forms + Gro CRM
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Supported triggers and actions
Integrate PlanSo Forms and Gro CRM 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
New user
Triggers when a new user is added
New task
Triggers when a new task is created
New contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create account
Creates a new account
Fetch contact type
Fetches the details of an existing contact type by name
Fetch currency
Fetches the details of a currency by name
Fetch country
Fetches the details of a country by name
Fetch contact
Fetches the details of an existing contact by email or name
Fetch time zone
Fetches the details of a time zone by name
Fetch user
Fetches the details of an existing user 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.
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Sales Director, Artico
We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
