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PlanSo Forms for WordPress + Freshsales Classic Integrations

How to connect PlanSo Forms for WordPress + Freshsales Classic

Zapier lets you send info between PlanSo Forms for WordPress and Freshsales Classic 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!
Freshsales ClassicFreshsales Classic
Add Note to Contact

Adds a note to a contact.

Supported triggers and actions

What does this mean?

How PlanSo Forms for WordPress + Freshsales Classic Integrations Work

  1. Step 1: Authenticate PlanSo Forms for WordPress + Freshsales Classic.
    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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freshsales logo
freshsales logo

About Freshsales Classic

Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

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