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PlanSo Forms for WordPress + Act-On + Zoho CRM Integrations

How to connect PlanSo Forms for WordPress + Act-On + Zoho CRM

Zapier lets you send info between PlanSo Forms for WordPress and Act-On and Zoho CRM automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

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Do even more with PlanSo Forms for WordPress + Act-On + Zoho CRM

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with PlanSo Forms for WordPress, Act-On, and Zoho CRM. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • ProgramRequired

    Trigger
    Instant
    Try It
    • ListRequired

    Action
    Write
    • ListRequired

    • Email (To Identify Contact)Required

    Action
    Write
  • Zoho CRM triggers, actions, and search

    New Lead

    Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It

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How PlanSo Forms for WordPress + Act-On + Zoho CRM Integrations Work

  1. Step 1: Authenticate PlanSo Forms for WordPress, Act-On, and Zoho CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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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.

Related categories

  • Forms & Surveys
  • WordPress

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About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

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