Integrate Formsite with Cloze
Send information between Formsite and Cloze automatically, without writing any code, using Zoho Flow.
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Add a new person in Cloze for each form entry made in Formsite
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This flow will generate a new person in Cloze using the form responses obtained from Formsite.
How it works
- The flow triggers when a result is submitted through the selected form in Formsite.
- Zoho Flow creates a person. If the record already exists, updates the details of that person. in Cloze.
Add a new person in Cloze for each form entry made in Formsite
Formsite + Cloze
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Supported triggers and actions
Integrate Formsite and Cloze using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Result submitted through forms
Triggers when a result is submitted through the selected form
Project changed
Triggers when a project is changed
Company changed
Triggers when a company is changed
Person changed
Triggers when a person 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 or update person
Creates a person. If the record already exists, updates the details of that person.
Create ToDo
Creates a new ToDo
Create note
Creates or updates a note
What is Formsite?
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.
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Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
