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Pipedrive + PlanSo Forms for WordPress

Save new PlanSo form submissions as new deals on PipeDrive

Integrate your site's form with your sales CRM to effortlessly capture and nurture new leads. This Zapier automation will create new deals on PipeDrive whenever submissions come through on your PlanSo form. Don't let prospects fall through the cracks! Start a relationship with them as soon as they make contact.

Integrate your site's form with your sales CRM to effortlessly capture and nurture new leads. This Zapier automation will create new deals on PipeDrive whenever submissions come through on your PlanSo form. Don't let prospects fall through the cracks! Start a relationship with them as soon as they make contact.

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

    Triggers when a form is submitted

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    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
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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Related categories

  • CRM (Customer Relationship Management)

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planso logo
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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