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Pipedrive + PlanSo Forms for WordPress

Pipedrive + PlanSo Forms for WordPress

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.

  1. When this happens...
    New Submission
    New Submission
    New SubmissionTriggers when a form is submitted
  2. automatically do this!
    Create Deal
    Create Deal
    Create DealCreates a new deal.
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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

  • PlanSo Forms for WordPress triggers, actions, and search
    New Submission

    Triggers when a form is submitted

    Trigger
    Instant
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
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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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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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