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How to connect Cloze and Blue
Create a New Scenario to Connect Cloze and Blue
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 Blue will be your first step. To do this, click "Choose an app," find Cloze or Blue, 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 Blue Node
Next, click the plus (+) icon on the Cloze node, select Blue from the list of available apps, and choose the action you need from the list of nodes within Blue.
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Authenticate Blue
Now, click the Blue node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Blue settings. Authentication allows you to use Blue through Latenode.
Configure the Cloze and Blue 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 Blue 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, Blue, 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 Blue integration works as expected. Depending on your setup, data should flow between Cloze and Blue (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 Blue
Cloze + Slack: When a new Cloze contact is updated, a summary is sent to a designated Slack channel for team review and feedback.
Blue + Cloze + Google Sheets: When a Blue project event occurs, information about that project and associated contact data in Cloze is appended to a Google Sheet for tracking marketing performance.
Cloze and Blue 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 Blue
Use Blue in Latenode to streamline data validation. Catch errors early by adding pre-built Blue validation nodes to any workflow. Automate data cleansing and standardization before it reaches your database, avoiding inconsistencies. Benefit from Latenode’s visual editor and scaling features.
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See how Latenode works
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FAQ Cloze and Blue
How can I connect my Cloze account to Blue using Latenode?
To connect your Cloze account to Blue 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 Blue accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Blue contacts from Cloze leads?
Yes, you can! Latenode's visual editor simplifies mapping Cloze lead data to Blue contacts. Ensure your contact info is always up-to-date, eliminating manual entry and saving time.
What types of tasks can I perform by integrating Cloze with Blue?
Integrating Cloze with Blue allows you to perform various tasks, including:
- Create new Blue contacts when new deals are created in Cloze.
- Update Blue contact details when a Cloze person's information changes.
- Trigger Blue marketing campaigns when a Cloze deal reaches a specific stage.
- Log Cloze activity as notes on Blue contacts for comprehensive tracking.
- Send customized Blue messages based on Cloze deal details, using AI prompts.
How does Latenode handle data security between Cloze and Blue?
Latenode uses secure connections and encryption to protect data transmitted between Cloze and Blue, ensuring your information remains private and safe.
Are there any limitations to the Cloze and Blue integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript code.
- Rate limits on the Cloze and Blue APIs can affect the speed of workflows.
- Historical data migration may require a separate, one-time setup process.
