Integrate Cloze with MetForm
Send information between Cloze and MetForm 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 from MetForm
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 MetForm.
How it works
- The flow triggers when a form entry is submitted in MetForm.
- 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 from MetForm
MetForm + Cloze
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Supported triggers and actions
Integrate Cloze and MetForm using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company changed
Triggers when a company is changed.
Person Change
Triggers when a person is changed.
Project Change
Triggers when a project is changed.
Form entry submitted
Triggers when a form entry is submitted
All Actions - Actions are the automated tasks
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
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.
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
What is MetForm?
MetForm is a form builder WordPress plugin that allows users to build forms like contact forms, survey forms, and more on their WordPress site.
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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
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
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
