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Create a New Scenario to Connect Cloze and Agile CRM
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 Cloze, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cloze or Agile CRM will be your first step. To do this, click "Choose an app," find Cloze or Agile CRM, 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.
Cloze
Add the Agile CRM Node
Next, click the plus (+) icon on the Cloze node, select Agile CRM from the list of available apps, and choose the action you need from the list of nodes within Agile CRM.
Cloze
β
Agile CRM
Authenticate Agile CRM
Now, click the Agile CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Agile CRM settings. Authentication allows you to use Agile CRM through Latenode.
Configure the Cloze and Agile CRM 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 Agile CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
β
Agile CRM
Trigger on Webhook
β
Cloze
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Cloze, Agile CRM, 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 Cloze and Agile CRM integration works as expected. Depending on your setup, data should flow between Cloze and Agile CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Cloze + Agile CRM + Slack: When a deal's milestone changes in Cloze, update the corresponding contact in Agile CRM and notify the sales team in a Slack channel.
Agile CRM + Cloze + Google Sheets: When a new contact is added to Agile CRM, update their information in Cloze and then log the contact's details in a Google Sheet.
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 Agile CRM
Sync Agile CRM data in Latenode to automate sales workflows. Update deals, contacts, or tasks based on triggers from other apps. Enrich CRM data using AI, route leads intelligently, and build custom reports β all within visual Latenode flows. Cut CRM admin overhead and ensure data consistency.
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How can I connect my Cloze account to Agile CRM using Latenode?
To connect your Cloze account to Agile CRM on Latenode, follow these steps:
Can I automatically update Agile CRM contacts based on Cloze activity?
Yes, absolutely! Latenode lets you sync Cloze activities to Agile CRM, ensuring your contact data is always up-to-date, improving sales efficiency and reporting.
What types of tasks can I perform by integrating Cloze with Agile CRM?
Integrating Cloze with Agile CRM allows you to perform various tasks, including:
What Cloze events can trigger automations on Latenode?
Latenode allows you to trigger workflows based on new leads, updated deals, completed activities, and more within your Cloze account.
Are there any limitations to the Cloze and Agile CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: