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Automatically announce Cloze CRM deal wins in Beamer to keep your team informed. Latenode’s visual editor makes it easier to customize announcements with no-code blocks or JavaScript, and scales affordably as your team grows.
Connect Cloze and Beamer in minutes with Latenode.
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Create a New Scenario to Connect Cloze and Beamer
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 Beamer will be your first step. To do this, click "Choose an app," find Cloze or Beamer, 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 Beamer Node
Next, click the plus (+) icon on the Cloze node, select Beamer from the list of available apps, and choose the action you need from the list of nodes within Beamer.
Cloze
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Beamer
Authenticate Beamer
Now, click the Beamer node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Beamer settings. Authentication allows you to use Beamer through Latenode.
Configure the Cloze and Beamer 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 Beamer Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Beamer
Trigger on Webhook
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Cloze
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Cloze, Beamer, 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 Beamer integration works as expected. Depending on your setup, data should flow between Cloze and Beamer (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Cloze + Beamer + Slack: When a deal closes in Cloze, a post is created in Beamer to announce the product update, and a notification is sent to the sales team in Slack.
Beamer + Cloze + Mailchimp: When a new feature announcement is posted in Beamer, find contacts in Cloze based on their deal stage and trigger personalized email campaigns in Mailchimp.
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 Beamer
Use Beamer in Latenode to automate product update notifications based on user behavior. Trigger targeted announcements directly within your workflows. Combine Beamer with Latenode's data transformation and scheduling tools for more precise and automated communication. Scale your outreach without complex coding.
Related categories
How can I connect my Cloze account to Beamer using Latenode?
To connect your Cloze account to Beamer on Latenode, follow these steps:
Can I automatically announce new Cloze deals in Beamer?
Yes, you can! Latenode's visual editor makes it simple. Trigger Beamer announcements whenever deals reach specific stages in Cloze, keeping your audience informed automatically.
What types of tasks can I perform by integrating Cloze with Beamer?
Integrating Cloze with Beamer allows you to perform various tasks, including:
HowcanIaccessadvancedClozeactionswithLatenode'sJavaScriptblocks?
Latenode allows you to extend Cloze functionality using JavaScript. Access the Cloze API directly to perform custom actions and data manipulations.
Are there any limitations to the Cloze and Beamer integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: