LeadConnector + PlanSo Forms for WordPress
LeadConnector + PlanSo Forms for WordPress
LeadConnector + PlanSo Forms for WordPress integrations
Add new PlanSo Forms for WordPress submissions as opportunities in LeadConnector
Manage your opportunities more efficiently with this workflow. When a new form submission is received in PlanSo Forms for WordPress, it instantly updates or adds an opportunity in the LeadConnector app. It ensures you never miss a sales lead and streamlines your process by connecting your forms to your CRM in real-time.
- When this happens...New SubmissionTriggers when a form is submitted
- automatically do this!Add/Update OpportunityAdds or updates an existing opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
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
- New Submission
Triggers when a form is submitted
Try ItTriggerInstant - 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
- Date of Birth
ActionWrite- Workflow IDRequired
- 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)
ActionWrite- 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
ActionWrite
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- 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
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite
About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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