Integrate PlanSo Forms with Teamwork CRM
Send information between PlanSo Forms and Teamwork CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a contact in Teamwork CRM each time a form is filled out on PlanSo Forms
Reduce data entry errors by automatically capturing contact information from forms. This workflow will generate a new contact in Teamwork CRM using the form inputs received in PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow creates a new contact in Teamwork CRM.
Create a contact in Teamwork CRM each time a form is filled out on PlanSo Forms
PlanSo Forms + Teamwork CRM
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Supported triggers and actions
Integrate PlanSo Forms and Teamwork CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Contact created
Triggers when a new contact is created
Deal updated
Triggers when a deal is updated
Company updated
Triggers when a company is updated
Deal created
Triggers when a new deal is created
Contact updated
Triggers when a contact is updated
Note created
Triggers when a new note is created
Company created
Triggers when a new company is created
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create deal
Creates a new deal
Create lost reason
Creates a new lost reason
Create product
Creates a new product
Create note
Creates a new note
Create contact
Creates a new contact
Fetch deal
Fetches the details of an existing deal
Fetch contact
Fetches the details of an existing contact
Fetch product
Fetches the details of an existing product
Fetch company
Fetches the details of 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.
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What is Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
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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.
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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 >Zoho Flow and Zoho's suite of products have helped us increase our efficiency by at least 50%. Thank you, Zoho, for such a wonderful software ecosystem.
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CEO, Infinite Solutions
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.
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Director - Business Development and Operations, Avid Brio
Zoho Flow has made our merchant onboarding at least 15 times faster—from 15 days down to under 24 hours. It also keeps our data in sync across our business apps in real time, so we're making decisions on current and accurate information.
Hugo Garcia
CEO, Roofing solutions company (Moriarty's Roofing)
