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Integrate Fulcrum with Cloze

Send information between Fulcrum and Cloze automatically, without writing any code, using Zoho Flow.

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Create a new person in Cloze for every form entry from Fulcrum

Efficiently gather contact details from forms, minimising duplication efforts. This workflow will generate a new person in Cloze using the form inputs received in Fulcrum.

How it works
  1. The flow triggers when a new record is created in Fulcrum.
  2. Zoho Flow creates a person. If the record already exists, updates the details of that person. in Cloze.
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Create a new person in Cloze for every form entry from Fulcrum

Fulcrum + Cloze

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Build your own integrations between Fulcrum and Cloze

Connect Fulcrum and Cloze with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Fulcrum and Cloze using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New record

Triggers when a new record is created

Record updated

Triggers when an existing record is updated

Company changed

Triggers when a company is changed

Person changed

Triggers when a person is changed

Project changed

Triggers when a project is changed

All Actions - Actions are the automated tasks

Create or update company

Creates a company. If it already exists, updates the details of the company.

Create or update project

Creates or updates a project

Create communication

Creates a new communication record

Create timeline event

Creates a new timeline event

Create ToDo

Creates a new ToDo

Create note

Creates or updates a note

Create or update person

Creates a person. If the record already exists, updates the details of that person.

What is Fulcrum?

Fulcrum lets you design custom forms and deploy them on multiple platforms. You can collect signatures, automatically capture location, and easily visualize collected data with reports.

Forms Survey

Similar apps

Bit Form

Zoho Survey

Survicate

What is Cloze?

Cloze is a contact and relationship management application that creates to-do lists, projects and contact databases based on email, phone calls, meetings and notes.

Artificial Intelligence CRM

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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.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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