Integrate Happyforms with Syncro

Send information between Happyforms and Syncro automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Add a new contact in Syncro for each new form submission received via Happyforms

Reduce data entry errors by automatically capturing contact information from forms. This workflow will generate a new contact in Syncro using the form inputs received in Happyforms.

How it works
  1. The flow triggers when a form entry is submitted in Happyforms.
  2. Zoho Flow creates a new contact in Syncro.
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Add a new contact in Syncro for each new form submission received via Happyforms

Happyforms + Syncro

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Add a new customer in Syncro for each new form submission received via Happyforms

Reduce data entry errors by automatically capturing customer information from forms. This flow will create a new customer in Syncro from the responses collected via Happyforms.

How it works
  1. The flow triggers when a form entry is submitted in Happyforms.
  2. Zoho Flow creates a new customer in Syncro.
+

Add a new customer in Syncro for each new form submission received via Happyforms

Happyforms + Syncro

Build your own integrations between Happyforms and Syncro

Connect Happyforms and Syncro with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Happyforms and Syncro using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form submitted

Triggers when a form entry is submitted

Vendor added

Triggers when a new vendor is added

Purchase order created

Triggers when a new purchase order is created

Product added

Triggers when a new product is added

Payment created

Triggers when a new payment is created

Customer added

Triggers when a new customer is added

Ticket added

Triggers when a new ticket is added

Appointment added

Triggers when a new appointment is added

Lead added

Triggers when a new lead is added

Asset created

Triggers when a new asset is created

Contact added

Triggers when a new contact is added

Contract added

Triggers when a new contract is added

Invoice added

Triggers when a new invoice is added

Item added

Triggers when a new item is added

RMM alert created

Triggers when a new RMM alert is created

All Actions - Actions are the automated tasks

Create product

Creates a new product

Create payment

Creates a new payment

Create contract

Creates a new contract

Create appointment

Creates a new appointment

Create customer

Creates a new customer

Create invoice

Creates a new invoice

Create contact

Creates a new contact

Create ticket

Creates a ticket

Create vendor

Creates a vendor

Create lead

Creates a new lead

What is Happyforms?

Happy Forms is a form builder WordPress plugin that can help you create different types of online forms on your website.

Forms WordPress Plugins

What is Syncro?

Syncro is a PSA, RMM, and Remote Session platform designed specifically for Managed Service Providers and IT admins.

CRM Helpdesk ITSM

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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