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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