Pipedrive + PlanSo Forms for WordPress integrations
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.
- When this happens...New SubmissionTriggers when a form is submitted
- automatically do this!Create DealCreates a new deal.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with PlanSo Forms for WordPress and Pipedrive
Discover other triggers and actions you can use with PlanSo Forms for WordPress and Pipedrive
- New Submission
Triggers when a form is submitted
Try ItTriggerInstant - New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - Note IDRequired
Try ItTriggerPolling
- Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling - New Note
Triggers when a new note is created.
Try ItTriggerInstant
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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