PlanSo Forms for WordPress integration with HubSpot
How to Add contacts to HubSpot from new PlanSo Forms submissions
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add contacts to HubSpot from new PlanSo Forms submissions" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate PlanSo Forms for WordPress integrations
PlanSo Forms for WordPress actions
Nekton can use any feature that is available in PlanSo Forms for WordPress API.
Using our advanced AI, you can easily create custom automations for PlanSo Forms for WordPress.
Here are some typical actions you can do in your automated workflows.
New Submission
Triggers when a form is submitted
About PlanSo Forms for WordPress
PlanSo Forms is a form management and creation tool. It can be used directly or via wordpress plugin.