Integrate Happyforms with Cloze
Send information between Happyforms and Cloze automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new person in Cloze for every form entry submitted in Happyforms
Save time and reduce errors by capturing contact details directly from forms into your contact management app. This flow will add a new person in Cloze using the responses received from Happyforms.
How it works
- The flow triggers when a form entry is submitted in Happyforms.
- Zoho Flow creates a person. If the record already exists, updates the details of that person. in Cloze.
Create a new person in Cloze for every form entry submitted in Happyforms
Happyforms + Cloze
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Supported triggers and actions
Integrate Happyforms and Cloze using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form submitted
Triggers when a form entry is submitted
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 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.
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