Integrate PlanSo Forms with Referrizer

Send information between PlanSo Forms and Referrizer automatically, without writing any code, using Zoho Flow.

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Generate a new contact in Referrizer upon form submission in PlanSo Forms

Streamline your data collection procedures and eliminate errors and mistakes caused by manual intervention. This flow will generate a new contact in Referrizer whenever a response is received from PlanSo Forms.

How it works
  1. The flow triggers when a new form entry is made in PlanSo Forms.
  2. Zoho Flow creates a new contact in Referrizer.
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Generate a new contact in Referrizer upon form submission in PlanSo Forms

PlanSo Forms + Referrizer

Build your own integrations between PlanSo Forms and Referrizer

Connect PlanSo Forms and Referrizer with over 900+ 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 Referrizer using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry made

Triggers when a new form entry is made

Attendance added

Triggers when a new attendance is added

Contact added

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact using email address or phone number

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.

Forms WordPress Plugins

What is Referrizer?

Referrizer is a marketing automation platform designed to help businesses get more clients, maximize referrals, and improve customer retention.

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.

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Zoho Flow has been a game changer for us, providing instant and accurate data that keeps us on top. It's like a coach for our agents, quickly briefing them on their goals—and that's turbocharged our sales by 50%. It doesn't sweat dealing with 60,000+ daily triggers from Upya and 5,000+ Mobile Money transactions.

Ben Walwyn

CTO, Yellow Africa

Zoho Flow is the powerhouse of Zoho One! Native app integrations inside Zoho One have their limitations, but Zoho Flow can easily address them. It has enabled me to use Zoho's applications as per my business, without making any process changes. It ensures that we can cater to more customers with the same resources. By automating our admin work, Zoho Flow has helped us save over $65,000 AUD/year.

Greg Szabo

Operations Manager, Revenue Ranch

I’m a lawyer by training, not a developer, but I built these flows myself. That says something about how accessible Zoho Flow is. It has helped us save over $100,000 and 1,200 hours every year.

Morten Lodal Askekilde

Chief Operating Officer, SHARC Energy

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