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How to connect Cloze and Bitrix24
Create a New Scenario to Connect Cloze and Bitrix24
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 Bitrix24 will be your first step. To do this, click "Choose an app," find Cloze or Bitrix24, 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 Bitrix24 Node
Next, click the plus (+) icon on the Cloze node, select Bitrix24 from the list of available apps, and choose the action you need from the list of nodes within Bitrix24.
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Authenticate Bitrix24
Now, click the Bitrix24 node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Bitrix24 settings. Authentication allows you to use Bitrix24 through Latenode.
Configure the Cloze and Bitrix24 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 Bitrix24 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, Bitrix24, 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 Bitrix24 integration works as expected. Depending on your setup, data should flow between Cloze and Bitrix24 (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 Bitrix24
Cloze + Slack: When a project stage changes in Cloze, a message is sent to a designated Slack channel to notify the sales team.
Bitrix24 + Google Sheets: When a new lead is created in Bitrix24, the lead information is added to a new row in Google Sheets for reporting purposes.
Cloze and Bitrix24 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 Bitrix24
Automate Bitrix24 tasks in Latenode: update deals, manage contacts, and track tasks without manual work. Connect Bitrix24 CRM data to other apps, like email or spreadsheets, for streamlined workflows. Latenode’s visual editor and flexible code options make complex Bitrix24 automation simple and scalable, avoiding per-step fees.
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See how Latenode works
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FAQ Cloze and Bitrix24
How can I connect my Cloze account to Bitrix24 using Latenode?
To connect your Cloze account to Bitrix24 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 Bitrix24 accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I synchronize new Cloze contacts to Bitrix24?
Yes, you can! Latenode allows real-time synchronization of contacts. Ensure seamless data flow, keeping your Bitrix24 CRM updated with Cloze leads for improved sales and marketing alignment.
What types of tasks can I perform by integrating Cloze with Bitrix24?
Integrating Cloze with Bitrix24 allows you to perform various tasks, including:
- Automatically creating new Bitrix24 leads from qualified Cloze opportunities.
- Updating contact information in Bitrix24 when changes occur in Cloze.
- Triggering Bitrix24 tasks based on deal stages in Cloze.
- Sending personalized email campaigns via Bitrix24 for Cloze contacts.
- Creating detailed sales reports by combining data from both platforms.
Can I use JavaScript functions with the Cloze and Bitrix24 integration?
Yes, you can enhance your workflows with custom JavaScript code to transform data, handle complex logic, and tailor the integration to meet unique needs.
Are there any limitations to the Cloze and Bitrix24 integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the API rate limits of both Cloze and Bitrix24.
- Complex data transformations might require some JavaScript knowledge.
- Custom field mappings may need adjustments when API changes occur.
