PlanSo Forms is a form management and creation tool. It can be used directly or via wordpress plugin.

PlanSo Forms for WordPress

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Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

Zapier Interfaces

Leave empty to trigger on all lead types.

Find a lead created on or after this date. If your date is in the form DD/MM/YYYY, Zapier may interpret this as MM/DD/YYYY

Find a lead created on or before this date. If your date is in the form DD/MM/YYYY, Zapier may interpret this as MM/DD/YYYY

When testing actions, leads will be created in FLG 
          or you may see errors. Click **SKIP TEST** to avoid this.

The lead group to create leads in. 
          Select from the list to display fields relevant to this action.

When testing actions, leads will be updated in FLG 
          or you may see errors. Click **SKIP TEST** to avoid this.

The lead group to update leads in. 
          Select from the list to display fields relevant to this action.

A complete CRM platform focused on automated workflow to manage leads & control processes - nothing missed, no opportunity left behind.

Remove the manual process of adding leads individually or importing them into FLG. This integration between PlanSo and FLG can be relied upon to automatically add new PlanSo form submissions to FLG as new leads.

FLG + PlanSo Forms for WordPress

Create FLG leads from new PlanSo form submissions for WordPress

Supported triggers and actions

New Submission

Lead Status Changed

Create Lead

Find Lead

Lead Created

Lead Updated

Update Lead

About FLG

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