Connect PlanSo Forms for WordPress and MarketingPlatform to power AI-driven automation

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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate PlanSo Forms for WordPress with MarketingPlatform - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Submission" from PlanSo Forms for WordPress.

Add your action

An action happens after the trigger—such as "Add Subscriber" in MarketingPlatform.

You’re connected!

Zapier seamlessly connects PlanSo Forms for WordPress and MarketingPlatform, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Submission
Triggers when a form is submitted
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added to the subscriber list.
Trigger
Polling
Try It
- Contact List
  Required
- Confirmed
- Add to Autoresponders
- Email Address
- Mobile
- Mobile Prefix
- Contact Fields
Action
Write
- Contact List
  Required
- Mobile
- Mobile Prefix
- Email Address
- Contact Field
  Required
- Contact Field Value
  Required
Action
Write

New List
Triggers when a new contact list is created.
Trigger
Polling
Try It
New Campaign Sent
Triggers when a new campaign is sent.
Trigger
Polling
Try It
- Contact List
  Required
- Subscriber Email Address
  Required
Action
Write
- Contact List
  Required
- Email Address
- Mobile
- Mobile Prefix
- Contact Fields
  Required
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect PlanSo Forms for WordPress and MarketingPlatform to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your PlanSo Forms for WordPress to MarketingPlatform integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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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