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How to connect Cloze and ClickSend
Create a New Scenario to Connect Cloze and ClickSend
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 ClickSend will be your first step. To do this, click "Choose an app," find Cloze or ClickSend, 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 ClickSend Node
Next, click the plus (+) icon on the Cloze node, select ClickSend from the list of available apps, and choose the action you need from the list of nodes within ClickSend.
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Authenticate ClickSend
Now, click the ClickSend node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ClickSend settings. Authentication allows you to use ClickSend through Latenode.
Configure the Cloze and ClickSend 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 ClickSend 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, ClickSend, 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 ClickSend integration works as expected. Depending on your setup, data should flow between Cloze and ClickSend (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 ClickSend
ClickSend + Cloze + Google Sheets: When a new SMS is received in ClickSend, this automation finds the corresponding contact in Cloze, then logs the SMS details into a Google Sheet for reporting purposes.
ClickSend + Cloze + Slack: When a new SMS is received via ClickSend, this automation finds the corresponding contact in Cloze, and then sends a message to a specified Slack channel to notify a sales representative of the reply.
Cloze and ClickSend 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 ClickSend
Use ClickSend in Latenode to automate SMS, email, or voice messaging. Build workflows that trigger messages based on events in your other apps. Improve customer engagement by automating personalized notifications. Latenode’s visual editor simplifies integration and scales your outreach without extra code or per-step costs.
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See how Latenode works
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FAQ Cloze and ClickSend
How can I connect my Cloze account to ClickSend using Latenode?
To connect your Cloze account to ClickSend 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 ClickSend accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate SMS alerts for new Cloze leads?
Yes, you can! Latenode's visual editor makes this easy. Send personalized ClickSend SMS messages when new leads are added in Cloze, ensuring timely engagement.
What types of tasks can I perform by integrating Cloze with ClickSend?
Integrating Cloze with ClickSend allows you to perform various tasks, including:
- Send SMS updates to clients when deals reach specific stages in Cloze.
- Create ClickSend contacts from new Cloze leads automatically.
- Trigger SMS campaigns based on Cloze opportunity statuses.
- Send internal SMS notifications for high-value Cloze deals.
- Update Cloze notes when an SMS is received in ClickSend.
Can I use custom JavaScript to transform Cloze data for ClickSend?
Yes! Latenode allows you to use JavaScript code blocks to format and customize Cloze data before sending it to ClickSend.
Are there any limitations to the Cloze and ClickSend 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 of Cloze and ClickSend may affect high-volume workflows.
- Initial setup requires valid API keys and authentication for both apps.
