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PlanSo Forms for WordPress + Vtiger CRM

Add new Vtiger leads from PlanSo Forms submissions

  1. When this happens

    Step 1: New Submission

  2. Then do this

    Step 2: Create or Update Lead

Rather than losing precious time by a manual entry of leads into Vtiger, Zapier can help automatically create new leads for you. Set up this PlanSo to Vtiger CRM integration, and PlanSo Forms submissions are individually added as leads.

How It Works

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

What You Need

  • PlanSo Forms Pro and WordPress
  • Vtiger CRM account

Supported triggers and actions

What does this mean?
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planso logo
planso logo

About PlanSo Forms for WordPress

PlanSo Forms is a form management and creation tool. It can be used directly or via wordpress plugin.

Related categories

  • Forms & Surveys
  • WordPress

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vtiger logo

About Vtiger CRM

Vtiger CRM is more than just a CRM. At its heart, Vtiger CRM enables salespersons​ and support staff do more through an easy but powerful interface. With built-in solutions that range from email marketing to activity and project management and beyond, Vtiger CRM provides an integrated solution to drive business growth.

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