LeadConnector + PlanSo Forms for WordPress
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.
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 Submission
Triggers when a form is submitted
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Submission
Triggers when a form is submitted
Try ItFirst 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
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)
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
In PipelineRequired
Moved to Stage
Try ItFirst 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
Phone Number
Email
First Name
Last Name
Full Name
