Integrate PlanSo Forms with FluentCRM
Send information between PlanSo Forms and FluentCRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a contact in FluentCRM 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 FluentCRM 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 creates a new contact in FluentCRM.
Create a contact in FluentCRM each time a form is filled out on PlanSo Forms
PlanSo Forms + FluentCRM
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Supported triggers and actions
Integrate PlanSo Forms and FluentCRM 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 to tags
Triggers when a contact added to tags
Contact removed from tags
Triggers when a contact removed from tags
Contact remove from lists
Triggers when a contact is removed from lists
Contact created
Triggers when a new contact is created
Contact added to Lists
Triggers when a contact is added to lists
Contact updated
Triggers when an existing contact is updated
All Actions - Actions are the automated tasks
Create list
Creates a new list
Create tag
Creates a new tag
Create contact
Creates a new contact
Update contact
Updates the details of the specified contact
Fetch contact
Fetches the details of an existing contact using ID
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 FluentCRM?
FluentCRM is a WordPress email marketing automation plugin that lets users create email campaigns, automate email sequencing, manage leads and customers, and monitor user activities.
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