PlanSo Forms for WordPress + Salesforce

Add leads to Salesforce from new PlanSo Forms submissions

Rather than losing precious time by a manual entry of subscribers into Salesforce, use Zapier to start automatically creating new leads to your CRM. With this PlanSo to Salesforce integration, PlanSo Forms submissions are individually added as leads directly to Salesforce, with no tedious work involved.

Rather than losing precious time by a manual entry of subscribers into Salesforce, use Zapier to start automatically creating new leads to your CRM. With this PlanSo to Salesforce integration, PlanSo Forms submissions are individually added as leads directly to Salesforce, with no tedious work involved.

  1. When this happens...
    PlanSo Forms for WordPressPlanSo Forms for WordPress
    New Submission

    Triggers when a form is submitted

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object.

    ActionWrite
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Supported triggers and actions

    • History ObjectRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Polling
    Try It
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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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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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