PlanSo Forms for WordPress Integrations

  • Save new PlanSo Forms submissions to Google Sheets

    After someone fills out a form on your site, you want to get all submissions in your Google Sheet so you can have all of the information in one place. This particular automation directly transfers all fields to your chosen spreadsheet and creates a new Spreadsheet row.

    How It Works

    1. A PlanSo Forms submission is sent
    2. Zapier creates a new Spreadsheet row in Google Sheets

    What You Need

    • PlanSo Forms Pro and WordPress
    • Google account
  • Add new contacts to HubSpot CRM from PlanSo Forms submissions

    No one wants would ever want to lose valuable time doing manual entry of contacts into their CRM, and Zapier is here to help. A one time set up of this PlanSo to Hubspot CRM connection, form submissions are individually added as contacts automatically.

    Note: This Zapier integration doesn't import already registered subscribers into Hubspot CRM—only new subscribers after you've set it up.

    How It Works

    1. A PlanSo Forms submission is sent
    2. Zapier creates or updates a contact in HubSpot CRM

    What You Need

    • PlanSo Forms Pro and WordPress
    • HubSpot CRM account
  • Create MailChimp subscribers from new PlanSo Forms submissions

    Using forms on your website is a very quick and easy way to grow your email marketing list. But you still have a manual step there, having to transfer the email address and other information over to your email platform. With a little help from Zapier, you can automatically add new subscribers to a list of your choosing.

    How It Works

    1. A PlanSo submission is sent
    2. Zapier adds a subscriber to your MailChimp list

    What You Need

    • PlanSo Forms Pro and WordPress
    • MailChimp account
  • Add new Agile CRM contacts from PlanSo form submissions

    Instead of losing precious time by a manual entry of subscribers into Agile CRM, use Zapier for creating new contacts, deals or tasks in your CRM. With this PlanSo to Agile CRM integration, form submissions are individually added as contacts, deals or tasks.

    How It Works

    1. A PlanSo Forms submission is sent
    2. Zapier creates or updates a contact in Agile CRM

    What You Need

    • PlanSo Forms Pro and WordPress
    • Agile CRM account
  • Save new PlanSo form submissions to Google Docs

    Organise your form data by saving submissions as documents. This Zapier automation will create a new document on Google Doc with the relevant data from a new PlanSo form submission. Keep a record of your form submissions for easy management and referral.

    How It Works

    1. A new form submission is made on PlanSo
    2. Zapier saves relevant info to a new document on Google Docs

    What You Need

    • PlanSo account
    • Google Docs account
  • Add new Vtiger leads from PlanSo Forms submissions

    Rather than losing precious time by a manual entry of leads into Vtiger, Zapier can help automatically create new leads for you. Set up this PlanSo to Vtiger CRM integration, and PlanSo Forms submissions are individually added as leads.

    How It Works

    1. A PlanSo Forms submission is sent
    2. Zapier creates a lead in Vtiger CRM

    What You Need

    • PlanSo Forms Pro and WordPress
    • Vtiger CRM account
  • Create notes in Evernote for new PlanSo Forms submissions

    You want to use your time more expedient and organize your day with Evernote. Automating certain tasks with Zapier helps to manage things such as new PlanSo Forms submissions and creates notes, tags or reminder which you can see automatically in Evernote.

    How It Works

    1. A PlanSo Forms submission is sent
    2. Zapier creates a note in Evernote

    What You Need

    • PlanSo Forms Pro and WordPress
    • Evernote account
  • Send SMS via Twillio for new PlanSo Forms submissions

    When someone fills out a form on your site, you often want to be informed immediately and receive a mobile SMS notification or send a confirmation SMS to the individual who completed the form. Zapier handles both gracefully, sending a SMS - either to you or the form respondent - when a new form entry is submitted.

    How It Works

    1. A PlanSo Forms submission is sent
    2. Zapier sends a SMS via Twillio

    What You Need

    • PlanSo Forms Pro and WordPress
    • Twillio account
  • Send Clickatell SMS for new PlanSo Forms submissions

    After someone fills out a form on your site, you may want to be informed immediately and receive a mobile SMS notification or send a confirmation SMS to the individual who completed the form. Automation can handle both, sending a SMS—either to you or the form respondent—when a new form entry is submitted.

    How It Works

    1. A PlanSo Forms submission is sent
    2. Zapier sends a SMS via Clickatell

    What You Need

    • PlanSo Forms Pro and WordPress
    • Clickatell account
  • Add new leads to Salesforce on PlanSo Forms submissions

    Rather than losing precious time by a manual entry of subscribers into Salesforce, use Zapier to start automatically creating new leads to your CRM. With this PlanSo to Salesforce integration, PlanSo Forms submissions are individually added as leads directly to Salesforce, with no tedious work involved.

    How It Works

    1. A PlanSo Forms submission is sent
    2. Zapier creates a lead in Salesforce

    What You Need

    • PlanSo Forms Pro and WordPress
    • Salesforce account
  • Add new leads to ClinchPad on PlanSo Forms submissions

    Manual entry of subscribers into ClinchPad from form submissions is no fun, and takes a considerable amount of time. Zapier can help by automatically creating new leads to ClinchPad from PlanSo Forms submissions giving you back all of the time you would need to spend doing this by hand.

    How It Works

    1. A PlanSo Forms submission is sent
    2. Zapier creates a lead in ClinchPad

    What You Need

    • PlanSo Forms Pro and WordPress
    • ClinchPad account
  • Add new leads to Nutshell CRM on PlanSo Forms submissions

    No one wants to lose precious time doing manual entry of leads into their CRM, but Zapier can help. With a one time set up of this PlanSo to Nutshell CRM connection, form submissions are individually added as leads automatically.

    Note: This Zapier integration doesn't import already registered subscribers into Nutshell CRM—only new subscribers after you've set it up.

    How It Works

    1. A PlanSo Forms submission is sent
    2. Zapier creates a lead in Nutshell CRM

    What You Need

    • PlanSo Forms Pro and WordPress
    • Nutshell CRM account
  • Create AWeber subscribers from new PlanSo Forms submissions.

    After someone submits a form on your site, you often want to subscribe the user to a mailing list and use the address for your email marketing. This Zapier automation immediately adds a new subscriber to a list of your choosing and can help you quickly grow your email marketing list.

    How It Works

    1. A PlanSo submission is sent
    2. Zapier creates a subscriber in AWeber

    What You Need

    • PlanSo Forms Pro and WordPress
    • AWeber account
  • Create feedback in ProdPad from PlanSo Forms

    Have a Wordpress site that you'd like to use to your advantage? Gather client feedback directly using PlanSo Forms into ProdPad. Keep track of popular requests, shape your ideas, and prioritise them easily by linking them all together.

    How It Works

    1. You have a new submission via PlanSo Forms
    2. Zapier creates new customer feedback in ProdPad

    What You Need

    • PlanSo accounts
    • ProdPad account
  • Create ideas in ProdPad from PlanSo Forms

    Forms make a great way to capture ideas and information, and can be put anywhere. Import information from PlanSo Forms directly into ProdPad with the help of a simple automation.

    How It Works

    1. You have a new submission via PlanSo Forms
    2. Zapier creates new idea in ProdPad

    What You Need

    • PlanSo accounts
    • ProdPad account
  • 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.

    How It Works

    1. A new form submission is made on PlanSo
    2. Zapier creates a new deal on PipeDrive

    What You Need

    • PlanSo account
    • PipeDrive account

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PlanSo Forms for WordPress Integration Details

Launched on Zapier February 11, 2015

Zapier combines Triggers (like "New Submission") and Actions (like "Create Campaign") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following PlanSo Forms for WordPress Triggers, Searches, and Actions are supported by Zapier:

New Submission

Triggers when a form is submitted

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