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How to connect Cloze and ActiveCampaign
Create a New Scenario to Connect Cloze and ActiveCampaign
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 Cloze, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cloze or ActiveCampaign will be your first step. To do this, click "Choose an app," find Cloze or ActiveCampaign, and select the appropriate trigger to start the scenario.
Add the Cloze Node
Select the Cloze node from the app selection panel on the right.
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Add the ActiveCampaign Node
Next, click the plus (+) icon on the Cloze node, select ActiveCampaign from the list of available apps, and choose the action you need from the list of nodes within ActiveCampaign.
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Authenticate ActiveCampaign
Now, click the ActiveCampaign node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ActiveCampaign settings. Authentication allows you to use ActiveCampaign through Latenode.
Configure the Cloze and ActiveCampaign 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 Cloze and ActiveCampaign 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 Cloze, ActiveCampaign, 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 Cloze and ActiveCampaign integration works as expected. Depending on your setup, data should flow between Cloze and ActiveCampaign (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Cloze and ActiveCampaign
Cloze + ActiveCampaign + Calendly: When a deal reaches a closed stage in Cloze, the automation adds the contact to ActiveCampaign and then generates a Calendly link to schedule an onboarding meeting.
ActiveCampaign + Cloze + Slack: When a new contact is added to ActiveCampaign or an existing contact is updated, the automation finds corresponding leads in Cloze and then posts a message in Slack to notify the sales team.
Cloze and ActiveCampaign integration alternatives
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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About ActiveCampaign
Automate ActiveCampaign tasks within Latenode for streamlined marketing. Trigger campaigns based on data from any source, not just forms. Sync contacts, segment lists, and personalize emails using Latenode’s visual editor and built-in data transformation tools. Connect to CRMs or databases for smarter, automated customer journeys without complex coding.
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See how Latenode works
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FAQ Cloze and ActiveCampaign
How can I connect my Cloze account to ActiveCampaign using Latenode?
To connect your Cloze account to ActiveCampaign on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cloze and click on "Connect".
- Authenticate your Cloze and ActiveCampaign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update ActiveCampaign contacts based on Cloze deal stages?
Yes, Latenode lets you sync Cloze deal stages with ActiveCampaign, automatically updating contact properties. This ensures your marketing is always in sync with your sales pipeline.
What types of tasks can I perform by integrating Cloze with ActiveCampaign?
Integrating Cloze with ActiveCampaign allows you to perform various tasks, including:
- Create new ActiveCampaign contacts from new Cloze leads.
- Update ActiveCampaign contact custom fields from Cloze activities.
- Trigger ActiveCampaign automations based on Cloze deal stage changes.
- Add Cloze contacts to ActiveCampaign lists based on specific criteria.
- Sync Cloze opportunities as deals in ActiveCampaign for reporting.
Can I use JavaScript to transform Cloze data before it goes to ActiveCampaign?
Yes! Latenode allows you to use JavaScript code blocks to transform Cloze data, giving you maximum flexibility before sending it to ActiveCampaign.
Are there any limitations to the Cloze and ActiveCampaign integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding knowledge.
- Rate limits on the Cloze or ActiveCampaign API can affect workflow speed.
- Historical data synchronization might require custom workflow design.
