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LeadConnector + PlanSo Forms for WordPress

LeadConnector + PlanSo Forms for WordPress

LeadConnector + PlanSo Forms for WordPress integrations

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.

  1. When this happens...
    New Submission
    New Submission
    New SubmissionTriggers when a form is submitted
  2. automatically do this!
    Add/Update Contact
    Add/Update Contact
    Add/Update ContactAdds or updates an existing contact.
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More things you can do with PlanSo Forms for WordPress and LeadConnector

Discover other triggers and actions you can use with PlanSo Forms for WordPress and LeadConnector

  • 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 Lead
      Required
    • Notes
    • Business Name
    • Country
    • Date of Birth
    Action
    Write
    • Workflow ID
      Required
    • 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 Title
      Required
    • Task Description
      Required
    • 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 Pipeline
      Required
    • 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 Lead
      Required
    • Notes
    • Select Pipeline
      Required
    • Select Stage
      Required
    • Assign to User
    Action
    Write
    • Phone Number
    • Email
    • First Name
    • Last Name
    • Full Name
    Action
    Write
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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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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