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LeadConnector + PlanSo Forms for WordPress

Create and manage LeadConnector contacts from new PlanSo Forms for WordPress submissions

Enhance your lead management with this seamless workflow. When a new submission is received in PlanSo Forms for WordPress, it instantly updates or adds the contact details in the LeadConnector app. This automation saves time spent on manual data entry, streamlines your lead generation process, and ensures your lead database is always up-to-date.

Enhance your lead management with this seamless workflow. When a new submission is received in PlanSo Forms for WordPress, it instantly updates or adds the contact details in the LeadConnector app. This automation saves time spent on manual data entry, streamlines your lead generation process, and ensures your lead database is always up-to-date.

  1. When this happens...
    PlanSo Forms for WordPressPlanSo Forms for WordPress
    New Submission

    Triggers when a form is submitted

    TriggerInstant
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Contact

    Adds or updates an existing contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • PlanSo Forms for WordPress triggers, actions, and search

    New Submission

    Triggers when a form is submitted

    Trigger
    Instant
    Try It
    • First Name

    • Last Name

    • Full Name

    • Phone Number

    • Email

    • Address

    • City

    • State

    • Postal Code

    • Tags (comma delimited string for multiple tags)

    • Source

    • Mark as LeadRequired

    • Notes

    • Business Name

    • Country

    Action
    Write
    • CampaignRequired

    • First Name

    • Last Name

    • Full Name

    • Phone Number

    • Email

    • Address

    • City

    • State

    • Postal Code

    • Tags (comma delimited string for multiple tags)

    • Source

    • Lead Source

    • Notes

    • Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)

    Action
    Write
    • Assign to User

    • Task TitleRequired

    • Task DescriptionRequired

    • Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)

    • First Name

    • Last Name

    • Contact Phone

    • Contact Email

    Action
    Write
    • In PipelineRequired

    • Moved to Stage

    Trigger
    Instant
    Try It
    • First Name

    • Last Name

    • Full Name

    • Phone Number

    • Email

    • Address

    • City

    • State

    • Country

    • Postal Code

    • Tags (comma delimited string for multiple tags)

    • Source

    • Mark as LeadRequired

    • Notes

    • Select PipelineRequired

    • Select StageRequired

    • Assign to User

    Action
    Write
    • Phone Number

    • Email

    • First Name

    • Last Name

    • Full Name

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
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leadconnector logo

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn moreHelp

Related categories

  • Marketing Automation

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planso logo

About PlanSo Forms for WordPress

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

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