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How to connect Cloze and Campaign Monitor
Create a New Scenario to Connect Cloze and Campaign Monitor
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 Campaign Monitor will be your first step. To do this, click "Choose an app," find Cloze or Campaign Monitor, 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 Campaign Monitor Node
Next, click the plus (+) icon on the Cloze node, select Campaign Monitor from the list of available apps, and choose the action you need from the list of nodes within Campaign Monitor.
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Authenticate Campaign Monitor
Now, click the Campaign Monitor node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Campaign Monitor settings. Authentication allows you to use Campaign Monitor through Latenode.
Configure the Cloze and Campaign Monitor 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 Campaign Monitor 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, Campaign Monitor, 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 Campaign Monitor integration works as expected. Depending on your setup, data should flow between Cloze and Campaign Monitor (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 Campaign Monitor
Cloze + Campaign Monitor + Google Sheets: When a deal reaches a specific stage in Cloze, find the associated contact in Campaign Monitor. Then, add a row to a Google Sheet to track the deal's progression and email campaign status.
Campaign Monitor + Cloze + Slack: When a new subscriber is added to a Campaign Monitor list, create or update the person's contact information in Cloze. Then, send a welcome message to a Slack channel to notify the team about the new subscriber.
Cloze and Campaign Monitor 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 Campaign Monitor
Use Campaign Monitor in Latenode to automate email marketing based on triggers from other apps. Sync contact lists, personalize campaigns, and track results directly within your workflows. Latenode adds scheduling, conditional logic, and data transformation for sophisticated, automated outreach, bypassing Campaign Monitor's limits.
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See how Latenode works
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FAQ Cloze and Campaign Monitor
How can I connect my Cloze account to Campaign Monitor using Latenode?
To connect your Cloze account to Campaign Monitor 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 Campaign Monitor accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add new Cloze contacts to a Campaign Monitor list?
Yes, you can! Latenode's visual editor makes this easy. Automatically sync Cloze contacts to Campaign Monitor for targeted campaigns, saving time and improving engagement.
What types of tasks can I perform by integrating Cloze with Campaign Monitor?
Integrating Cloze with Campaign Monitor allows you to perform various tasks, including:
- Automatically adding new Cloze contacts to a Campaign Monitor list.
- Updating subscriber details in Campaign Monitor when a Cloze contact is updated.
- Triggering email campaigns in Campaign Monitor based on Cloze deal stages.
- Segmenting Campaign Monitor lists based on Cloze contact properties.
- Creating new Cloze contacts from new Campaign Monitor subscribers.
Can I use JavaScript to manipulate data between Cloze and Campaign Monitor?
Yes! Latenode supports custom JavaScript blocks, letting you transform data for advanced Cloze and Campaign Monitor workflows.
Are there any limitations to the Cloze and Campaign Monitor integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Cloze and Campaign Monitor APIs may affect high-volume workflows.
- Complex data transformations might require custom JavaScript coding.
- Initial setup requires understanding of Cloze and Campaign Monitor data structures.
