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PlanSo Forms for WordPress + Salesforce Integrations

How to connect PlanSo Forms for WordPress + Salesforce

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

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Supported triggers and actions

What does this mean?

How PlanSo Forms for WordPress + Salesforce Integrations Work

  1. Step 1: Authenticate PlanSo Forms for WordPress and Salesforce.
    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.

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 Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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