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
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 Happyforms?
Happy Forms is a form builder WordPress plugin that can help you create different types of online forms on your website.
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.
Similar apps
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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
