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How to connect Cloze and Calendly
Create a New Scenario to Connect Cloze and Calendly
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 Calendly will be your first step. To do this, click "Choose an app," find Cloze or Calendly, 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 Calendly Node
Next, click the plus (+) icon on the Cloze node, select Calendly from the list of available apps, and choose the action you need from the list of nodes within Calendly.
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Authenticate Calendly
Now, click the Calendly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Calendly settings. Authentication allows you to use Calendly through Latenode.
Configure the Cloze and Calendly 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 Calendly 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, Calendly, 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 Calendly integration works as expected. Depending on your setup, data should flow between Cloze and Calendly (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 Calendly
Calendly + Cloze + Slack: When a new Calendly invitee is created, add a communication record to Cloze and then send a message to a Slack channel to notify the team.
Calendly + Cloze + Google Sheets: When a new Calendly invitee is created, update the contact in Cloze and add the event details to a Google Sheet as a new row.
Cloze and Calendly 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 Calendly
Automate meeting scheduling with Calendly in Latenode. Trigger workflows based on new bookings or cancellations. Automatically update CRMs, send personalized follow-ups, or manage team calendars, freeing up valuable time. Latenode adds flexible logic and integrations Calendly lacks, all visually and affordably.
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FAQ Cloze and Calendly
How can I connect my Cloze account to Calendly using Latenode?
To connect your Cloze account to Calendly 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 Calendly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Cloze contacts from Calendly bookings?
Yes, you can! Latenode allows seamless contact creation in Cloze whenever a new booking is made in Calendly. Automate your CRM updates with no-code ease.
What types of tasks can I perform by integrating Cloze with Calendly?
Integrating Cloze with Calendly allows you to perform various tasks, including:
- Create Cloze contacts when new Calendly appointments are scheduled.
- Update Cloze opportunities based on Calendly event outcomes.
- Send personalized email follow-ups through Cloze after Calendly meetings.
- Log Calendly meeting details as notes within relevant Cloze deals.
- Trigger Cloze workflows based on Calendly booking cancellations.
Can I use JavaScript to transform data between Cloze and Calendly?
Yes! Latenode allows you to use JavaScript code blocks to manipulate data passing between Cloze and Calendly for advanced customizations.
Are there any limitations to the Cloze and Calendly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom field mappings may require JavaScript transformations.
- Real-time synchronization depends on the API rate limits of both services.
- Historical data migration requires manual setup outside of the integration.
