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Integrate PlanSo Forms with Freshsales
Send information between PlanSo Forms and Freshsales automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Add a new contact in Freshsales for each new form submission received via PlanSo Forms
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will create a new contact in Freshsales from the responses collected via 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 Freshsales.
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Add a new contact in Freshsales for each new form submission received via PlanSo Forms
PlanSo Forms + Freshsales
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Build your own integrations between PlanSo Forms and Freshsales
Connect PlanSo Forms and Freshsales with over 700+ 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 Freshsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Form entry made
Triggers when a new form entry is made
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New account
Triggers when a new account is created in the selected view
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New lead
Triggers when a new lead is created in the selected view
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New deal
Triggers when a new deal is created in the selected view
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New contact
Triggers when a new contact is created in the selected view
All Actions - Actions are the automated tasks
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Add note to contact
Adds a note to the selected contact
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Create deal
Creates a new deal
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Add note to lead
Adds a note to the selected lead
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Create contact
Creates a new contact
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Create lead
Creates a new lead
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Update contact
Updates the details of an existing contact
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Update lead
Updates the details of an existing lead
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Convert lead
Converts a lead to contact
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Fetch contact by email address
Fetches the details of a existing contact by email
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Fetch contact by ID
Fetches the details of an existing contact by ID
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Fetch lead by ID
Fetches the details of an existing lead by ID
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Fetch lead by email address
Fetches the details of an existing lead by email
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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