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
  1. The flow triggers when a result is submitted through the selected form in Formsite.
  2. Zoho Flow creates a person. If the record already exists, updates the details of that person. in Cloze.
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Add a new person in Cloze for each form entry made in Formsite

Formsite + Cloze

Build your own integrations between Formsite and Cloze

Connect Formsite and Cloze with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

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 Change

Triggers when a project is changed.

Person Change

Triggers when a person is changed.

Company changed

Triggers when a company is changed.

All Actions - Actions are the automated tasks

Create or update person

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

Create a note

Creates or updates a note

Create ToDo

Creates a new ToDo

Create timeline event

Creates a new timeline event

Create communication

Creates a new communication record

Create or update a project

Creates or updates a project

Create or update a company

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

What is Formsite?

Formsite is an online tool that lets you create forms and surveys. You can collect payments, link forms with logic, and share custom reports.

Forms Survey

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.

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 >

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

Louis Castellano

CEO, Lakeside CNC Group

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

Siddharth Ahuja

CEO, Fabricroot

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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