How to connect PlanSo Forms for WordPress + RD Station
Zapier lets you send info between PlanSo Forms for WordPress and RD Station automatically—no code required.
When this happens...
automatically do this!
- New SubmissionTriggers when a form is submittedTrigger
- New Lead ConversionTriggers when a new lead is created.Trigger
- New OpportunityTriggers when a Lead is marked as opportunity.Trigger
- Conversion EventIt registers a new conversion event for a contact.Action
- Lost DealMarks a deal as lost.Action
- Won DealMarks a deal as won.Action
- Step 1: Authenticate PlanSo Forms for WordPress and RD Station.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.