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Integrate PlanSo Forms with OnePageCRM
Send information between PlanSo Forms and OnePageCRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Add a new contact in OnePageCRM 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 OnePageCRM 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 OnePageCRM.
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Add a new contact in OnePageCRM for each new form submission received via PlanSo Forms
PlanSo Forms + OnePageCRM
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Build your own integrations between PlanSo Forms and OnePageCRM
Connect PlanSo Forms and OnePageCRM 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 OnePageCRM 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 contact
Triggers when a new contact is created
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New action
Triggers when a new action is created
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New pending deal
Triggers when there is a new pending deal
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Deal won
Triggers when a deal is won
All Actions - Actions are the automated tasks
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Create note
Creates a new note for the specified contact
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Create contact
Creates a new contact
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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.
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What is OnePageCRM?
OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.
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