How to connect PlanSo Forms for WordPress + SalesTarget
Zapier lets you send info between PlanSo Forms for WordPress and SalesTarget automatically—no code required.
When this happens...
automatically do this!
- New SubmissionTriggers when a form is submittedTrigger
- Get CPNewsletterTriggers when a prospect has the setting CPNewsletter active.Trigger
- Get Lead Based on Disposition CodeTriggers when a lead reaches a specific disposition code.Trigger
- New LeadTriggers when an address reached the selected sales funnel stage.Trigger
- Create AddressCreates a new address.Action
- Update AddressUpdate an address.Action
- Step 1: Authenticate PlanSo Forms for WordPress and SalesTarget.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.