

Integrate PlanSo Forms with Pipedrive
Send information between PlanSo Forms and Pipedrive automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Add a new contact in Pipedrive for each new form submission received via PlanSo Forms
Reduce data entry errors by automatically capturing contact information from forms. This workflow will generate a new contact in Pipedrive 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 contact person for the selected organization in Pipedrive.


Add a new contact in Pipedrive for each new form submission received via PlanSo Forms
PlanSo Forms + Pipedrive

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Supported triggers and actions
Integrate PlanSo Forms and Pipedrive using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Form entry made
Triggers when a new form entry is made

Note added
Triggers when a new note is added

Pipeline created
Triggers when a new pipeline is created

Note updated
Triggers when an existing note is updated

Deal created
Triggers when a new deal is created

Contact person created
Triggers when a new contact person is created

Contact person updated
Triggers when the details of an existing contact person is updated

Lead updated
Triggers when the details of an existing lead is updated

Activity created
Triggers when a new activity is created

Pipeline stage created
Triggers when a new pipeline stage is created

Activity updated
Triggers when the details of an existing activity is updated

Organization created
Triggers when a new organization is created

Lead created
Triggers when a new lead is created

Deal updated
Triggers when the details of an existing deal is updated
All Actions - Actions are the automated tasks

Create organization
Creates a new organization

Update deal
Updates the details of an existing deal

Create deal
Creates a new deal

Create product
Creates a new product

Create project
Creates a new project

Create notes
Creates a new note for the selected lead, deal, person, or organization

Create lead
Creates a new lead

Create activity
Creates a new activity

Create contact person
Creates a new contact person for the selected organization

Update contact person
Updates the details of an existing contact person

Update notes
Updates the details of an existing note

Update organization
Updates the details of an existing organization

Update product
Updates the details of an existing product

Update lead
Updates the details of an existing lead

Update activity
Updates the details of an existing activity

Fetch person by name
Fetches the details of an existing person record by name

Fetch organization by ID
Fetches the details of an existing organization by ID

Fetch lead
Fetch the details of an existing lead by ID or title

Fetch activity
Fetches the details of an existing user activity

Fetch product by name
Fetches the details of an existing product by name

Fetch person by email address
Fetches the details of an existing person by email address

Fetch deal by ID
Fetches the details of an existing deal by ID

Fetch organization by name
Fetches the details of an existing organization by name

Fetch person by phone number
Fetches the details of an existing person by phone number

Fetch person by ID
Fetches the details of an existing person record by ID

Fetch user by name
Fetches the details of an existing user by name

Fetch deal by title
Fetches the details of an existing deal by title
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 Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
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