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Add leads to Salesforce from new PlanSo Forms submissions

  1. When this happensStep 1: New Submission

  2. Then do thisStep 2: Create Record

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.

How It Works

  1. A PlanSo Forms submission is sent
  2. Zapier creates a lead in Salesforce

What You Need

  • PlanSo Forms Pro and WordPress
  • Salesforce account
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Connect PlanSo Forms for WordPress + Salesforce in Minutes

It's easy to connect PlanSo Forms for WordPress + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

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