Businessmap and Cloze Integration

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Automatically create or update Cloze contacts and deals when project stages change in Businessmap. Latenode’s visual editor and flexible API integration make complex sales pipeline automations simple. Scale effortlessly with affordable execution-based pricing.

Swap Apps

Businessmap

Cloze

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Businessmap and Cloze

Create a New Scenario to Connect Businessmap and Cloze

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Businessmap, triggered by another scenario, or executed manually (for testing purposes). In most cases, Businessmap or Cloze will be your first step. To do this, click "Choose an app," find Businessmap or Cloze, and select the appropriate trigger to start the scenario.

Add the Businessmap Node

Select the Businessmap node from the app selection panel on the right.

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Businessmap

Configure the Businessmap

Click on the Businessmap node to configure it. You can modify the Businessmap URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Businessmap

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Connect Businessmap

Sign In
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Run node once

Add the Cloze Node

Next, click the plus (+) icon on the Businessmap node, select Cloze from the list of available apps, and choose the action you need from the list of nodes within Cloze.

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Cloze

Authenticate Cloze

Now, click the Cloze node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cloze settings. Authentication allows you to use Cloze through Latenode.

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Cloze

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Connect Cloze

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Run node once

Configure the Businessmap and Cloze Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Connect Cloze

Cloze Oauth 2.0

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Select an action *

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Map

The action ID

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Run node once

Set Up the Businessmap and Cloze Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Businessmap, Cloze, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Businessmap and Cloze integration works as expected. Depending on your setup, data should flow between Businessmap and Cloze (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Businessmap and Cloze

Businessmap + Cloze + Slack: When a new project starts in Businessmap, a corresponding project is created in Cloze. Subsequently, a notification is sent to the sales team via Slack to inform them about the new project.

Cloze + Businessmap + Google Sheets: When a project is updated in Cloze, the corresponding card is updated in Businessmap. Finally, the project progress and details are logged into Google Sheets for reporting purposes.

Businessmap and Cloze integration alternatives

About Businessmap

Use Businessmap in Latenode to automate project tracking and team workflows. Update cards, trigger actions based on status changes, and sync data with other apps. Latenode adds no-code AI, custom logic, and scalable execution. Automate beyond basic integrations and build end-to-end processes visually.

About Cloze

Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.

See how Latenode works

FAQ Businessmap and Cloze

How can I connect my Businessmap account to Cloze using Latenode?

To connect your Businessmap account to Cloze on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Businessmap and click on "Connect".
  • Authenticate your Businessmap and Cloze accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Cloze leads from new Businessmap cards?

Yes, you can! Latenode’s visual editor and advanced logic let you instantly create Cloze leads from new Businessmap cards, saving you time and ensuring no lead is missed.

What types of tasks can I perform by integrating Businessmap with Cloze?

Integrating Businessmap with Cloze allows you to perform various tasks, including:

  • Create new Cloze opportunities when a card moves in Businessmap.
  • Update Businessmap card details when a Cloze opportunity is updated.
  • Send custom notifications upon specific Businessmap/Cloze events.
  • Sync Businessmap task assignments with Cloze contact owners.
  • Archive Businessmap cards when the related Cloze deal is won.

CanLatenodehandlecomplexBusinessmap/Clozeworkflowswithcustomlogic?

Yes, Latenode excels at complex scenarios! Use no-code blocks, JavaScript, and AI to customize workflows for granular control and scale.

Are there any limitations to the Businessmap and Cloze integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Initial setup requires valid API keys and appropriate permissions for both apps.
  • Data transfer volume is subject to the limitations of your Businessmap and Cloze plans.
  • Extremely complex workflows with many steps may require optimization for performance.

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