Integrate PlanSo Forms with Referral Rock

Send information between PlanSo Forms and Referral Rock automatically, without writing any code, using Zoho Flow.

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Create a new contact in Referral Rock for each form entry generated by PlanSo Forms

Reduce data entry errors by automatically capturing contact information from forms. This workflow will generate a new contact in Referral Rock using the form inputs received in PlanSo Forms.

How it works
  1. The flow triggers when a new form entry is made in PlanSo Forms.
  2. Zoho Flow adds a new member to the selected referral program in Referral Rock.
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Create a new contact in Referral Rock for each form entry generated by PlanSo Forms

PlanSo Forms + Referral Rock

Build your own integrations between PlanSo Forms and Referral Rock

Connect PlanSo Forms and Referral Rock 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 Referral Rock using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry made

Triggers when a new form entry is made

Email address added to unsubscribed list

Triggers when an email address is added to unsubscribed list for all email types

Member updated

Triggers when the details of an existing member are updated

Member added

Triggers when a new member is signed up

Reward updated

Triggers when the details of an existing reward are updated

Reward created

Triggers when a new reward is created

Referral created

Triggers when a new referral is created

Program created

Triggers when a new program is created

Referral status updated

Triggers when the status of an existing referral is updated

All Actions - Actions are the automated tasks

Add member

Adds a new member to the selected referral program

Add referral

Adds a new referral from a member

Unsubscribe email address

Adds the specified email address to the unsubscription list

Fetch member

Fetches the details of an existing member

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.

Forms WordPress Plugins

What is Referral Rock?

Referral Rock is an online referral marketing automation suite that helps businesses design marketing programs. It offers a great sharing experience for more word of mouth, and lets you launch on-brand programs faster with no developers required.

CRM Marketing Automation

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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