PlanSo Forms for WordPress + Upnify
Create new Upnify prospects from new submissions in PlanSo Forms for WordPress
Effortlessly streamline your lead acquisition process with this PlanSo Forms for WordPress to Upnify workflow. As soon as a new submission is recorded in PlanSo Forms for WordPress, a new prospect is set up in Upnify. This seamless flow ensures no potential leads are missed and offers an efficient way to manage your sales pipeline.
Effortlessly streamline your lead acquisition process with this PlanSo Forms for WordPress to Upnify workflow. As soon as a new submission is recorded in PlanSo Forms for WordPress, a new prospect is set up in Upnify. This seamless flow ensures no potential leads are missed and offers an efficient way to manage your sales pipeline.
- When this happens...New Submission
Triggers when a form is submitted
- automatically do this!Create a New Prospect
Create a new Prospect
- 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 Upnify
Upnify is a CRM platform designed for sales teams that provides email templates, sales reports, automated lead assignment, and more.
