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How to connect Cloze and Apollo
Create a New Scenario to Connect Cloze and Apollo
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 Apollo will be your first step. To do this, click "Choose an app," find Cloze or Apollo, 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 Apollo Node
Next, click the plus (+) icon on the Cloze node, select Apollo from the list of available apps, and choose the action you need from the list of nodes within Apollo.
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Authenticate Apollo
Now, click the Apollo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Apollo settings. Authentication allows you to use Apollo through Latenode.
Configure the Cloze and Apollo 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 Apollo 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Cloze, Apollo, 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 Apollo integration works as expected. Depending on your setup, data should flow between Cloze and Apollo (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 Apollo
Apollo + Cloze + Slack: When a new contact is created in Apollo, create or update the corresponding person in Cloze. Then, send a notification to a specified Slack channel to alert the sales team.
Apollo + Cloze + Google Sheets: Log new Apollo contact creation and Cloze person creation or update activity to Google Sheets for reporting and analysis. This helps maintain a record of contact synchronization between the two systems.
Cloze and Apollo 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 Apollo
Need precise location data? Integrate Apollo into Latenode workflows to automatically geocode addresses or enrich customer profiles with location insights. Automate data validation and routing based on geographic parameters. Use Latenode's visual editor to build scalable location-aware processes without complex coding.
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See how Latenode works
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FAQ Cloze and Apollo
How can I connect my Cloze account to Apollo using Latenode?
To connect your Cloze account to Apollo 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 Apollo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze contacts from Apollo?
Yes, you can! Latenode allows real-time synchronization, ensuring Cloze always has the latest Apollo contact data. Enrich your CRM and close deals faster using our no-code automation.
What types of tasks can I perform by integrating Cloze with Apollo?
Integrating Cloze with Apollo allows you to perform various tasks, including:
- Create new Cloze leads from qualified Apollo prospects automatically.
- Update Cloze opportunity stages based on Apollo engagement data.
- Enrich Cloze contact profiles with data from Apollo company profiles.
- Trigger personalized email sequences in Apollo from Cloze deal updates.
- Log Apollo activity data directly within Cloze for complete history.
HowsecureisClozeandApollodatasyncingwithinLatenode?
Latenode uses secure encryption and authentication protocols to protect your Cloze and Apollo data during syncing. Data access is strictly controlled and monitored.
Are there any limitations to the Cloze and Apollo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript coding.
- API rate limits from Cloze and Apollo may affect high-volume workflows.
- Custom field mappings may need manual configuration.
