Integrate PlanSo Forms with HighLevel
Send information between PlanSo Forms and HighLevel automatically, without writing any code, using Zoho Flow.
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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.
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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.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
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
