Integrate PlanSo Forms with Nutshell
Send information between PlanSo Forms and Nutshell automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new person in Nutshell for every form entry submitted in PlanSo Forms
Efficiently gather contact details from forms, minimising duplication efforts. This workflow will generate a new person in Nutshell using the form inputs received in PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow creates a new person in Nutshell.
Create a new person in Nutshell for every form entry submitted in PlanSo Forms
PlanSo Forms + Nutshell
Build your own integrations between PlanSo Forms and Nutshell
Connect PlanSo Forms and Nutshell with over 850+ 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 Nutshell using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Company created
Triggers when a new company is created
Lead added
Triggers when a new lead is added
Person created
Triggers when a new person is created
Lead won
Triggers when a new lead is won
Activity created
Triggers when a new activity is created
All Actions - Actions are the automated tasks
Create person
Creates a new person
Create lead
Creates a new lead
Create company
Creates a new company
Fetch person by id
Fetches the details of an existing person by id
Fetch lead
Fetches the details of an existing lead by email address of associated contact
Fetch account by name
Fetches the details of an existing account by name
Fetch account by ID
Fetches the details of an existing account by id
Fetch person by email
Fetches the details of an existing person by email address
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.
What is Nutshell?
Nutshell is a sales automation and CRM tool that helps your sales reps win more deals, with fast onboarding, powerful reporting, and free support.
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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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Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
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CEO, OpIndia
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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