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How to connect Cloze and Businessmap
Create a New Scenario to Connect Cloze and Businessmap
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 Businessmap will be your first step. To do this, click "Choose an app," find Cloze or Businessmap, 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 Businessmap Node
Next, click the plus (+) icon on the Cloze node, select Businessmap from the list of available apps, and choose the action you need from the list of nodes within Businessmap.
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Authenticate Businessmap
Now, click the Businessmap node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Businessmap settings. Authentication allows you to use Businessmap through Latenode.
Configure the Cloze and Businessmap 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 Businessmap 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, Businessmap, 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 Businessmap integration works as expected. Depending on your setup, data should flow between Cloze and Businessmap (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 Businessmap
Cloze + Businessmap + Slack: When a project's status changes in Cloze, indicating a successful deal, a new card is created in Businessmap to initiate project execution, and a notification is sent to a designated Slack channel to alert the sales team.
Cloze + Businessmap + Google Sheets: When a project is created or updated in Cloze (representing a won deal), the details are added to a Google Sheet for tracking purposes, and a related task is automatically created in Businessmap to ensure timely follow-up.
Cloze and Businessmap 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 Businessmap
Use Businessmap in Latenode to automate project tracking and team workflows. Update cards, trigger actions based on status changes, and sync data with other apps. Latenode adds no-code AI, custom logic, and scalable execution. Automate beyond basic integrations and build end-to-end processes visually.
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FAQ Cloze and Businessmap
How can I connect my Cloze account to Businessmap using Latenode?
To connect your Cloze account to Businessmap 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 Businessmap accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Businessmap tasks from new Cloze leads?
Yes, you can! With Latenode, automatically create tasks in Businessmap whenever a new lead is added to Cloze, ensuring seamless project initiation and enhanced team alignment.
What types of tasks can I perform by integrating Cloze with Businessmap?
Integrating Cloze with Businessmap allows you to perform various tasks, including:
- Create Businessmap cards for new Cloze opportunities.
- Update Businessmap task statuses when Cloze deal stages change.
- Sync Cloze contacts with Businessmap users for better collaboration.
- Generate project reports in Businessmap based on Cloze sales data.
- Trigger Cloze follow-ups when Businessmap tasks are completed.
HowdoIcustomizeworkflowstriggeredbyClozeeventsinLatenode?
Latenode's visual editor makes customization simple. Add no-code blocks, JavaScript functions, or AI steps to tailor workflows to your specific business needs.
Are there any limitations to the Cloze and Businessmap integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript coding.
- Rate limits imposed by Cloze and Businessmap APIs may affect performance.
- Real-time synchronization depends on the polling intervals of each app.
