Integrate PlanSo Forms with Nimble
Send information between PlanSo Forms and Nimble automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a contact in Nimble each time a form is filled out on PlanSo Forms
Efficiently gather customer data from forms, minimizing duplication efforts. This flow will create a new contact in Nimble 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 Nimble.
Create a contact in Nimble each time a form is filled out on PlanSo Forms
PlanSo Forms + Nimble
Build your own integrations between PlanSo Forms and Nimble
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Supported triggers and actions
Integrate PlanSo Forms and Nimble using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Contact added
Triggers when a new contact is added
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create contact
Creates a new contact
Add note
Adds a note to the selected contact
Update contact
Updates the details of an existing contact by contact ID
Fetch contact
Fetches the details of an existing contact
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 Nimble?
Nimble is a relationship-focused CRM for small businesses that provides features like contact management, data enrichment, email tracking, and more.
Similar apps
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
