Integrate PlanSo Forms with HubSpot CRM
Send information between PlanSo Forms and HubSpot CRM automatically, without writing any code, using Zoho Flow.
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Add a new contact in HubSpot CRM for each new form submission received via PlanSo Forms
Efficiently gather customer data from forms, minimizing duplication efforts. This flow will create a new contact in HubSpot CRM 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. Updates the contact details if it already exists in HubSpot CRM.
Add a new contact in HubSpot CRM for each new form submission received via PlanSo Forms
PlanSo Forms + HubSpot CRM
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Supported triggers and actions
Integrate PlanSo Forms and HubSpot 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
Campaign created or updated
Triggers when a campaign is created or updated in HubSpot Marketing
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
Company updated
Triggers when the details of an existing company are updated
Contact updated
Triggers when the details of an existing contact are updated
Deal created
Triggers when a new deal is created
Task created
Triggers when a new task is created
Deal updated
Triggers when a deal is updated
Engagement created
Triggers when a new engagement is created
All Actions - Actions are the automated tasks
Create engagement
Creates a new engagement
Create company
Creates a new company
Create contact
Creates a new contact
Create ticket
Creates a new ticket
Create deal
Creates a new deal
Create task
Creates a new task
Update contact - By email
Updates the details of the contact associated with the specified email
Update contact - By VID
Updates the details of a contact associated with the specified VID
Update company
Updates the details of an existing company
Associate CRM entities
Associates two existing CRM entities
Create or update contact
Creates a new contact. Updates the contact details if it already exists
Fetch deal
Fetches the details of an existing deal by ID
Fetch company - By ID
Fetches the details of an existing company by ID
Fetch campaign - By ID
Fetches the details of an existing campaign from HubSpot Marketing by ID
Fetch company - By name
Fetches the details of an existing company by name
Fetch contact
Fetches the details of an existing contact by VID or 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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