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Automatically create new Cloze contacts or update existing ones when Calendly meetings are booked. Latenode's visual editor offers advanced customization with JavaScript and flexible API integrations so you can tailor your lead management.
Connect Calendly and Cloze in minutes with Latenode.
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Create a New Scenario to Connect Calendly and Cloze
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Calendly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Calendly or Cloze will be your first step. To do this, click "Choose an app," find Calendly or Cloze, and select the appropriate trigger to start the scenario.
Add the Calendly Node
Select the Calendly node from the app selection panel on the right.
Calendly
Configure the Calendly
Click on the Calendly node to configure it. You can modify the Calendly URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Cloze Node
Next, click the plus (+) icon on the Calendly node, select Cloze from the list of available apps, and choose the action you need from the list of nodes within Cloze.
Calendly
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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.
Configure the Calendly 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.
Set Up the Calendly and Cloze Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
β
Cloze
Trigger on Webhook
β
Calendly
β
β
Iterator
β
Webhook response
Save and Activate the Scenario
After configuring Calendly, Cloze, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Calendly and Cloze integration works as expected. Depending on your setup, data should flow between Calendly and Cloze (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Calendly + Cloze + Google Sheets: When a new invitee schedules an event via Calendly, a new person is created or updated in Cloze. Details of the scheduled event are then logged as a new row in Google Sheets for reporting purposes.
Calendly + Cloze + Slack: When a contact schedules a meeting via Calendly, and that person is updated in Cloze, a notification is sent to a specified Slack channel, providing context on the scheduled meeting and updated contact details.
About Calendly
Automate meeting scheduling with Calendly in Latenode. Trigger workflows based on new bookings or cancellations. Automatically update CRMs, send personalized follow-ups, or manage team calendars, freeing up valuable time. Latenode adds flexible logic and integrations Calendly lacks, all visually and affordably.
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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.
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How can I connect my Calendly account to Cloze using Latenode?
To connect your Calendly account to Cloze on Latenode, follow these steps:
Can I automatically create Cloze contacts from new Calendly bookings?
Yes! Latenode lets you instantly create or update Cloze contacts whenever someone schedules a meeting via Calendly. Save time and ensure accurate contact info using our visual workflow builder and data mapping.
What types of tasks can I perform by integrating Calendly with Cloze?
Integrating Calendly with Cloze allows you to perform various tasks, including:
How do I handle time zone differences between Calendly and Cloze?
Latenode's visual editor lets you easily adjust time zones. Use JavaScript blocks to ensure data matches your Cloze setup, avoiding errors.
Are there any limitations to the Calendly and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: