
Popular Concord + PlatoForms Workflows


Create Concord contact for new PlatoForms response
Plus, all of the information from the PlatoForms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a PlatoForms - Concord integration set up makes it easy to manage your customer relationships and grow your business.

Create Concord deal for new PlatoForms response
This PlatoForms - Concord integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.

Create Concord company for new PlatoForms response

Create Concord note for new PlatoForms response

When New submission in PlatoForms > Check any condition > Create deal in Concord

When New submission in PlatoForms > Check any condition > Create contact in Concord

When New submission in PlatoForms > Check any condition > Create user in Concord

When New submission in PlatoForms > Create company in Concord > Create deal in Concord

When New submission in PlatoForms > Create contact in Concord > Create deal in Concord

When New submission in PlatoForms > Create user in Concord > Create deal in Concord



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You Can Also Connect Concord or PlatoForms With 1200+ Other Apps

Concord CRM is a self-hosted deal management CRM that helps close deals faster with customizable pipeline management and tailored win probabilities. Easy-to-use, affordable, it is the perfect solution for streamlining your sales process.
See Concord Integrations
PlatoForms is a cloud service that converts your PDF forms to interactive web forms. It's simple and easy to use, and it works with both Google Chrome and Firefox.
See PlatoForms Integrations❤Trusted by 42,000+ Customers
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