Integrate PlanSo Forms with LionDesk
Send information between PlanSo Forms and LionDesk automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in LionDesk for each form entry generated by PlanSo Forms
Efficiently gather customer data from forms, minimizing duplication efforts. This flow will generate a new contact in LionDesk using the form responses obtained 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 LionDesk.
Create a new contact in LionDesk for each form entry generated by PlanSo Forms
PlanSo Forms + LionDesk
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Supported triggers and actions
Integrate PlanSo Forms and LionDesk 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 event
Triggers when a new event is created
New contact
Triggers when a new contact is created
New user
Triggers when a new user is added
New task
Triggers when a new task is created
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create contact
Creates a new contact
Create event
Creates a new event
Fetch contact
Fetches an existing 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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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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