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Planview AgilePlace form builder

Streamline your agile project management with our Planview AgilePlace integration.

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Planview AgilePlace form builder

Trusted by lead gen teams and agencies

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Collect requests with Growform, track them in Planview AgilePlace

Growform is proud to announce its integration with Planview AgilePlace, which allows businesses to seamlessly create cards or add comments to cards or tasks when a new form submission is received. This integration streamlines your workflow and eliminates the need for manual data entry, saving you time and reducing the risk of errors.

For the team on the receiving end, that means every submission becomes a task, ticket or record in Planview AgilePlace with the details already filled in, so nothing gets lost between the form and the work. Multi-step forms make it easy to ask for exactly the information you need, and conditional logic keeps the form short for the person filling it in.

Collect up to 2x more leads and send them straight to Planview AgilePlace

Growform makes it easy to build multi-step forms that get more leads.

We’ve taken years of experience in conversion rate optimization and landing page best practice and distilled it into an easy-to-use form builder.

Every submission is sent to Planview AgilePlace automatically, safely and securely.

Screenshot of Planview AgilePlace and the Growform form builder

A Planview AgilePlace form that looks like your brand

Don’t settle for “yet another Planview AgilePlace form” – use advanced customization options like custom fonts, background images and color schemes to build a form that looks just like your brand.

A good form is more than just its appearance – it’s about the user experience. Growform ensures your forms are responsive, giving your customers an exceptional experience whether they’re on a desktop or on the go with their mobile device.

If you’re not sure where to start, there’s a template for pretty much every industry!

Available actions

Here are a few things a Growform submission can do in Planview AgilePlace:

  • Create Card

    Creates a new card in Planview AgilePlace.

  • Assign User

    Assigns a user to a card or task in Planview AgilePlace.

  • Add Comment to Card (Or Task)

    Adds a comment to a card or task in Planview AgilePlace.

  • Add Tags to a Card (Or Task)

    Adds tags to a card or task in Planview AgilePlace.

  • Update Card (Or Task)

    Updates a card or task in Planview AgilePlace.

How does it work?

Planview AgilePlace is a great tool for managing agile projects. Growform handles the form itself — multi-step, branded and built to convert — and passes every submission to Planview AgilePlace automatically.

How it works: build the form in Growform, connect it to Planview AgilePlace in a few clicks, and every submission lands in Planview AgilePlace automatically.

  1. Step 1: Have a Planview AgilePlace account ready

    You’ll need a Planview AgilePlace account to receive the leads. If you already use Planview AgilePlace, you’re set.

  2. Step 2: Create a form with Growform

    Next, create a free Growform account and build your first form — start from a template or from scratch.

  3. Step 3: Connect Growform to Planview AgilePlace

    Now you’ve got your form, connect it to Planview AgilePlace in a few clicks via Zapier — no code needed. Read the integration guide.
Can this be used to make single step and multi step Planview AgilePlace forms?

Yes! Growform excels at creating multi-step lead generation forms, but is also a powerful tool to create single page or “one step” forms.

Is there any disadvantage to using Zapier to integrate Growform & Planview AgilePlace?

No, using Zapier to integrate these systems is an industry best-practice. Millions of customers rely on Zapier to integrate systems, and it is widely considered a safe, secure and reliable way to deliver leads.

What can I build with this?

Growform can be used to build Planview AgilePlace contact forms, quote forms, “wizard” style forms or simple one-page forms. You can even add conditional logic, prefilled fields or add hidden fields!

How can I embed and share my form?

You’ll be provided with some simple embed code, which lets you embed your form anywhere you wish. The form embed code works with all major website building platforms, such as WordPress, Squarespace and Unbounce.

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Build forms that send every lead to Planview AgilePlace. 14-day free trial, no credit card required.

Start free trial Read the integration guide