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How to connect Cloze and Cleverreach
Create a New Scenario to Connect Cloze and Cleverreach
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 Cleverreach will be your first step. To do this, click "Choose an app," find Cloze or Cleverreach, 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 Cleverreach Node
Next, click the plus (+) icon on the Cloze node, select Cleverreach from the list of available apps, and choose the action you need from the list of nodes within Cleverreach.
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Authenticate Cleverreach
Now, click the Cleverreach node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cleverreach settings. Authentication allows you to use Cleverreach through Latenode.
Configure the Cloze and Cleverreach 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 Cleverreach 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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Cleverreach
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Cloze, Cleverreach, 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 Cleverreach integration works as expected. Depending on your setup, data should flow between Cloze and Cleverreach (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 Cleverreach
Cloze + Cleverreach + Google Sheets: When a person's details are updated in Cloze, their corresponding record in Cleverreach is updated. A new row is then added to Google Sheets to log the update.
Cleverreach + Cloze + Slack: When a new subscriber joins a Cleverreach list, a new contact is created or updated in Cloze. Then, a message is sent to a Slack channel to notify the sales team.
Cloze and Cleverreach 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 Cleverreach
Use Cleverreach in Latenode to automate email marketing based on real-time triggers. Sync contact lists, personalize campaigns, and track results directly from your workflows. Avoid manual CSV imports, segment audiences dynamically, and react to user behavior using Latenode’s flexible data routing and logic.
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See how Latenode works
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FAQ Cloze and Cleverreach
How can I connect my Cloze account to Cleverreach using Latenode?
To connect your Cloze account to Cleverreach 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 Cleverreach accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger email campaigns from new Cloze opportunities?
Yes, you can! Latenode enables this, triggering Cleverreach campaigns when opportunities arise in Cloze. Automate personalized outreach, saving time and boosting conversions.
What types of tasks can I perform by integrating Cloze with Cleverreach?
Integrating Cloze with Cleverreach allows you to perform various tasks, including:
- Automatically adding new Cloze contacts to Cleverreach mailing lists.
- Triggering targeted email campaigns based on Cloze opportunity stages.
- Updating Cleverreach subscriber information from Cloze contact updates.
- Segmenting Cleverreach audiences based on Cloze deal characteristics.
- Sending personalized follow-up emails using Cloze opportunity data.
Can I filter Cloze data before sending to Cleverreach?
Yes! Latenode's visual editor allows advanced filtering of Cloze data, ensuring only relevant information reaches Cleverreach lists, improving campaign targeting.
Are there any limitations to the Cloze and Cleverreach integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits of the Cloze and Cleverreach APIs may affect high-volume workflows.
- Custom field mappings may require initial configuration within Latenode.
- Complex data transformations might necessitate JavaScript coding in Latenode.
