PlanSo Forms for WordPress + Vtiger CRM

Add new Vtiger leads from PlanSo Forms submissions

When this happens
Step 1: New Submission
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

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

What You Need

PlanSo Forms Pro and WordPress
Vtiger CRM account

Try this template

Supported triggers and actions

What does this mean?

New Submission
Triggers when a form is submitted
Trigger
Instant
Contact Created or Updated
Triggers when a new contact is created or existing lead is updated.
Trigger
Scheduled
Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
Trigger
Scheduled
New Case
Triggers when a new Case is created.
Trigger
Scheduled
New Contact
Triggers when a new contact is created.
Trigger
Scheduled

New Event
Triggers when a new event is created.
Trigger
Scheduled
New Invoice
Triggers when a new Invoice is created.
Trigger
Scheduled

New Lead
Triggers when a new Lead is created.
Trigger
Scheduled

Vtiger CRM
Triggers when a new Opportunity is created.
Scheduled
Trigger
Vtiger CRM
Triggers when a new Organization is created.
Scheduled
Trigger
Vtiger CRM
Triggers when a new Product is created.
Scheduled
Trigger
Vtiger CRM
Triggers when a new Service is created.
Scheduled
Trigger
Vtiger CRM
Triggers when a new Ticket is created.
Scheduled
Trigger
Vtiger CRM
Triggers when a new todo is created.
Scheduled
Trigger
Vtiger CRM
Triggers when a new opportunity is created or existing opportunity is updated.
Scheduled
Trigger
Vtiger CRM
Creates a new Case.
Scheduled
Action
Vtiger CRM
Creates or updates contact.
Scheduled
Action
Vtiger CRM
Create a new Event in Vtiger.
Scheduled
Action
Vtiger CRM
Creates or updates lead.
Scheduled
Action
Vtiger CRM
Creates or updates opportunity.
Scheduled
Action
Vtiger CRM
Creates a new Organization/Account/Company.
Scheduled
Action
Vtiger CRM
Creates a new Product in Vtiger.
Scheduled
Action
Vtiger CRM
Creates a new Service item in Vtiger.
Scheduled
Action
Vtiger CRM
Creates a new Ticket.
Scheduled
Action
Vtiger CRM
Create a new To do in Vtiger.
Scheduled
Action

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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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.