Integrate PlanSo Forms with SendGrid
Send information between PlanSo Forms and SendGrid automatically, without writing any code, using Zoho Flow.
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Create a new contact in SendGrid each time a form is filled out in PlanSo Forms
Enable immediate follow-up with leads by accelerating contact addition to the marketing database. This flow will create a new contact in SendGrid for new responses received from PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow adds a new contact. Updates the details if it already exists. in SendGrid.
Create a new contact in SendGrid each time a form is filled out in PlanSo Forms
PlanSo Forms + SendGrid
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Supported triggers and actions
Integrate PlanSo Forms and SendGrid 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 created
Triggers when a new contact is created
New report generated
Triggers when a new email campaign report is generated
All Actions - Actions are the automated tasks
Create suppression group
Creates a new suppression group
Send email
Sends an email to the specified recipients
Add email address to suppression group
Adds the specified email address to the selected suppression group
Create single send email
Creates a single send email and stores it in draft
Add or update contact
Adds a new contact. Updates the details if it already exists.
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 SendGrid?
SendGrid is a customer communication platform for sending marketing and transactional emails. You can use the customized templates, schedule features, and perform A/B testing to ensure maximum customer engagement.
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.
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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.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
