PlanSo Forms for WordPress + Salesforce
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.
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 Submission
Triggers when a form is submitted
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
About PlanSo Forms for WordPress
PlanSo Forms is a form management and creation tool. It can be used directly or via wordpress plugin.
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Forms & Surveys, WordPressAbout Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
