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

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings PlanSo Forms for WordPress and FLG together. Build enterprise-grade automation in minutes.

Our most popular template

Create FLG leads from new PlanSo form submissions for WordPress
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PlanSo Forms for WordPress + FLG

Create FLG leads from new PlanSo form submissions for WordPress

Details

Try it

PlanSo Forms for WordPress + FLG

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate PlanSo Forms for WordPress with FLG - 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 "Create Lead" in FLG.

You’re connected!

Zapier seamlessly connects PlanSo Forms for WordPress and FLG, 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
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- Metadata Field: Lead Group
  Required
- Metadata Field: Lead Type
- Metadata Field: Status
Trigger
Instant
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- Skip_test_msg
- Metadata Field: Lead Group
  Required
- Metadata Field: Lead Type
- Metadata Field: Status
Action
Write
- Metadata Field: Reference
- Standard Field: First Name
- Standard Field: Last Name
- Metadata Field: Company Name
- Standard Field: Email
- Standard Field: Telephone No.
- Standard Field: Address Line 1
- Standard Field: Postcode
- Metadata Field: Date Created - Start.
- Metadata Field: Date Created - End.
Action
Search

- Metadata Field: Lead Group
  Required
- Metadata Field: Lead Type
Trigger
Instant
Try It
- Metadata Field: Lead Group
  Required
- Metadata Field: Lead Type
- Metadata Field: Status
Trigger
Instant
Try It
- Skip_test_msg
- Metadata Field: Lead Group
  Required
- Metadata Field: Reference
  Required
- Metadata Field: Lead Type
- Metadata Field: Status
Action
Write

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G2 Badge - Leader Mid-Market - Winter 2024

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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 FLG 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 FLG 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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Related categories

Forms & Surveys WordPress

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About FLG

A complete CRM platform focused on automated workflow to manage leads & control processes - nothing missed, no opportunity left behind.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

Launch your first automated workflow

Create FLG leads from new PlanSo form submissions for WordPress

Create FLG leads from new PlanSo form submissions for WordPress

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

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

Resolve incidents faster with automation

Make work flow with AI

Connect PlanSo Forms for WordPress to FLG on the world's largest no-code automation platform