Integrate Everest Forms with Cloze
Send information between Everest Forms 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 Everest Forms
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This workflow will generate a new person in Cloze using the form inputs received in Everest Forms.
How it works
- The flow triggers when a new form entry is added in Everest Forms.
- 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 Everest Forms
Everest Forms + Cloze
Build your own integrations between Everest Forms and Cloze
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Supported triggers and actions
Integrate Everest Forms and Cloze using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry added
Triggers when a new form entry is added
Project Change
Triggers when a project is changed.
Company changed
Triggers when a company is changed.
Person Change
Triggers when a person is changed.
All Actions - Actions are the automated tasks
Create a note
Creates or updates a note
Create or update person
Creates a person. If the record already exists, updates the details of that person.
Create or update a company
Creates a company. If it already exists, updates the details of the company.
Create or update a 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
What is Everest Forms?
Everest Forms is a drag and drop form builder plugin that lets you create beautiful forms, including contact forms, within minutes. The plugin is lightweight, fast, and mobile responsive.
Similar apps
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.
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.
Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
