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PlanSo Forms for WordPress + Close Integrations

How to connect PlanSo Forms for WordPress + Close

Zapier lets you send info between PlanSo Forms for WordPress and Close automatically—no code required.

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

Triggers when a form is submitted

automatically do this!
CloseClose
Add Address to Lead

Adds an address to a lead.

Supported triggers and actions

What does this mean?

How PlanSo Forms for WordPress + Close Integrations Work

  1. Step 1: Authenticate PlanSo Forms for WordPress + Close.
    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.
Connect apps

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 Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Learn More

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