![](https://flow-jp-public.nimbuspop.com/flow-apps/planso_forms.png)
![](https://flow-jp-public.nimbuspop.com/flow-apps/jetpack_crm.png)
Integrate PlanSo Forms with Jetpack CRM
Send information between PlanSo Forms and Jetpack CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-jp-public.nimbuspop.com/flow-apps/planso_forms.png)
![](https://flow-jp-public.nimbuspop.com/flow-apps/jetpack_crm.png)
Create a contact in Jetpack CRM each time a form is filled out on PlanSo Forms
Efficiently gather customer data from forms, minimizing duplication efforts. This workflow will generate a new contact in Jetpack CRM 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 adds a new contact or updates the details of an existing contact in Jetpack CRM.
![](https://flow-jp-public.nimbuspop.com/flow-apps/planso_forms.png)
![](https://flow-jp-public.nimbuspop.com/flow-apps/jetpack_crm.png)
Create a contact in Jetpack CRM each time a form is filled out on PlanSo Forms
PlanSo Forms + Jetpack CRM
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between PlanSo Forms and Jetpack CRM
Connect PlanSo Forms and Jetpack CRM with over 650+ 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 Jetpack CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-jp-public.nimbuspop.com/flow-apps/planso_forms.png)
Form entry made
Triggers when a new form entry is made
![](https://flow-jp-public.nimbuspop.com/flow-apps/jetpack_crm.png)
Contact created
Triggers when a new contact is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/jetpack_crm.png)
Transaction created
Triggers when a new transaction is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/jetpack_crm.png)
Contact updated
Triggers when the details of an existing contact is updated
![](https://flow-jp-public.nimbuspop.com/flow-apps/jetpack_crm.png)
Company created
Triggers when a new company is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/jetpack_crm.png)
Contact status updated
Triggers when the status of an existing contact is updated
![](https://flow-jp-public.nimbuspop.com/flow-apps/jetpack_crm.png)
Invoice updated
Triggers when the details of an existing invoice is updated
![](https://flow-jp-public.nimbuspop.com/flow-apps/jetpack_crm.png)
Quote accepted
Triggers when an existing quote is accepted
![](https://flow-jp-public.nimbuspop.com/flow-apps/jetpack_crm.png)
Quote created
Triggers when a new quote is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/jetpack_crm.png)
Invoice created
Triggers when a new invoice is created
All Actions - Actions are the automated tasks
![](https://flow-jp-public.nimbuspop.com/flow-apps/jetpack_crm.png)
Add or update contact
Adds a new contact or updates the details of an existing contact
![](https://flow-jp-public.nimbuspop.com/flow-apps/jetpack_crm.png)
Fetch contact
Fetches the details of an existing contact
![](https://flow-jp-public.nimbuspop.com/flow-apps/jetpack_crm.png)
Fetch quote
Fetches the details of an existing quote
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.
Similar apps
What is Jetpack CRM?
Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.
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