Integrate PlanSo Forms with Gro CRM

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

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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
  1. The flow triggers when a new form entry is made in PlanSo Forms.
  2. Zoho Flow creates a new contact in Gro CRM.
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Create a new contact in Gro CRM whenever a form is submitted through PlanSo Forms

PlanSo Forms + Gro CRM

Build your own integrations between PlanSo Forms and Gro CRM

Connect PlanSo Forms and Gro CRM 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 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.

Forms WordPress Plugins

What is Gro CRM?

Gro CRM is an online platform that lets you manage deals, track appointments, and build relationships with leads and contacts.

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.

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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.

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Director, Perth Security Services

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