Integrate PlanSo Forms with HighLevel
Send information between PlanSo Forms and HighLevel automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a contact in HighLevel when a form is submitted in PlanSo Forms
Streamline your data collection procedures and eliminate errors and mistakes caused by manual intervention. This flow will create a new contact in HighLevel 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 HighLevel.
Create a contact in HighLevel when a form is submitted in PlanSo Forms
PlanSo Forms + HighLevel
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Supported triggers and actions
Integrate PlanSo Forms and HighLevel 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 tag added or removed
Triggers when a new contact tag is added or an existing contact is removed
Pipeline stage changed
Triggers when the stage of an existing pipeline is changed
Contact added
Triggers when a new contact is created
Contact updated
Triggers when the details of an existing contact are updated
Opportunity status changed
Triggers when the status of an opportunity is changed
All Actions - Actions are the automated tasks
Create user
Create a new user
Create opportunity
Creates a new opportunity
Add contact to campaign
Adds a contact to an existing campaign
Create contact
Creates a new contact
Create business
Creates a new business
Add tag to contact
Adds a tag to the specified contact
Create task
Creates a new task
Update user
Update the details of an existing user by ID
Update opportunity
Update the details of an existing opportunity by ID
Update contact
Update the details of an existing contact by ID
Fetch contact
Fetches the details of an existing contact by query
Remove contact from campaign
Removes a contact from an existing campaign
Remove tag from contact
Removes a tag from the specified 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.
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What is HighLevel?
HighLevel is an all-in-one sales and marketing platform for agencies. It lets you create landing pages, multi-channel campaigns, membership areas, and more.
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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.
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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
