PlanSo Forms for WordPress + Salesforce integrations
Add leads to Salesforce from new PlanSo Forms submissions
Rather than losing precious time by a manual entry of subscribers into Salesforce, use Zapier to start automatically creating new leads to your CRM. With this PlanSo to Salesforce integration, PlanSo Forms submissions are individually added as leads directly to Salesforce, with no tedious work involved.
- When this happens...New SubmissionTriggers when a form is submitted
- automatically do this!Create RecordCreates a new record of a specified Salesforce object.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with PlanSo Forms for WordPress and Salesforce
Discover other triggers and actions you can use with PlanSo Forms for WordPress and Salesforce
- New Submission
Triggers when a form is submitted
Try ItTriggerInstant - New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectsRequired
Try ItTriggerPolling
Related categories
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related categories







