Integrate PlanSo Forms with Sellf
Send information between PlanSo Forms and Sellf automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new person in Sellf when a form is submitted through PlanSo Forms
Streamline your contact management by integrating forms with your organization software to capture details directly This flow will generate a new person in Sellf using the form responses obtained from PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow creates a new person in Sellf.
Create a new person in Sellf when a form is submitted through PlanSo Forms
PlanSo Forms + Sellf
Build your own integrations between PlanSo Forms and Sellf
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Supported triggers and actions
Integrate PlanSo Forms and Sellf using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
New Person
Triggers when a new person is created
New Deal in Pipeline Stage
Triggers when a deal enters a specific pipeline stage
New Deal
Triggers when a new deal is created
New Company
Triggers when a new company is created
All Actions - Actions are the automated tasks
Fetch Person
Fetches an existing person
Create Company
Creates a new company
Create Deal
Creates a new deal
Create Person
Creates a new person
Fetch Company
Fetches an existing company
What is PlanSo Forms?
PlanSo Forms is a quick and easy form builder with an intuitive and user-friendly interface. It also provides features such as auto-responder emails after form submissions, integrated spam protection, file submissions within forms, and more.
Similar apps
What is Sellf?
Sellf lets you plan events, organize documents, create and manage tasks, and make better decisions with clear reports. You can manage your team, prospects, clients, and time efficiently.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >After implementing Zoho Flow, we reduced manual data entry errors by over 80%, saving a dozen work hours each month. Cost-wise, this translates to saving $5000–$7,000 per year, in addition to faster response times and higher lead conversion potential.
Yaniv David
Ecommerce Business Operations Manager, Amazos
With Zoho Flow, we've been able to handle more projects, serve clients faster, and eliminate manual work across the board, saving over 180 hours annually. It's become an essential part of how we operate.
Hitesh Matlani
Director - Business Development and Operations, Avid Brio
We used to discover new signups only once a week. With Zoho Flow, we are notified instantly and can reach out to clients much faster, enabling us offering them bespoke solutions.
Graham Todd
Director of Operations and Sales, Zecomy
