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How to connect Calendly and Cloze
Create a New Scenario to Connect Calendly 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 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.
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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.
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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:
- 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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Cloze
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Calendly, 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 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.
Most powerful ways to connect Calendly and Cloze
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.
Calendly and Cloze integration alternatives
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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FAQ Calendly and Cloze
How can I connect my Calendly account to Cloze using Latenode?
To connect your Calendly account to Cloze on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Calendly and click on "Connect".
- Authenticate your Calendly and Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
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:
- Creating new Cloze opportunities upon a Calendly booking.
- Adding Calendly event details to Cloze contact timelines.
- Sending personalized follow-up emails via Cloze after meetings.
- Updating Cloze contact stages based on Calendly event outcomes.
- Triggering internal notifications in Slack on new Calendly bookings.
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:
- Complex custom fields in Cloze may require JavaScript for accurate mapping.
- Historical data synchronization is not supported out-of-the-box.
- Rate limits of the Calendly and Cloze APIs apply.
