Integrate MetForm with Cloze

Send information between MetForm and Cloze automatically, without writing any code, using Zoho Flow.

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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
  1. The flow triggers when a form entry is submitted in MetForm.
  2. Zoho Flow creates a person. If the record already exists, updates the details of that person. in Cloze.
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Create a new person in Cloze for every form entry from MetForm

MetForm + Cloze

Build your own integrations between MetForm and Cloze

Connect MetForm 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 MetForm and Cloze using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry 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 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.

Forms New WordPress Plugins

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 >

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 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

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

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