.svg){kind=icon}
How to connect Cloze and CloudTalk
Create a New Scenario to Connect Cloze and CloudTalk
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 CloudTalk will be your first step. To do this, click "Choose an app," find Cloze or CloudTalk, 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.
+
1
Cloze
Add the CloudTalk Node
Next, click the plus (+) icon on the Cloze node, select CloudTalk from the list of available apps, and choose the action you need from the list of nodes within CloudTalk.
1
Cloze
⚙
+
2
CloudTalk
Authenticate CloudTalk
Now, click the CloudTalk node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your CloudTalk settings. Authentication allows you to use CloudTalk through Latenode.
Configure the Cloze and CloudTalk 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 CloudTalk 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
CloudTalk
1
Trigger on Webhook
⚙
2
Cloze
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Cloze, CloudTalk, 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 CloudTalk integration works as expected. Depending on your setup, data should flow between Cloze and CloudTalk (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 CloudTalk
CloudTalk + Cloze + Slack: When a new call is received in CloudTalk, create a communication record in Cloze and send a summary of the call to a relevant Slack channel.
CloudTalk + Cloze + Google Sheets: For every new call in CloudTalk, find the associated contact in Cloze (if it exists) and record the call details along with contact data into a new row in Google Sheets for reporting purposes.
Cloze and CloudTalk 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.
Similar apps
Related categories
About CloudTalk
Automate CloudTalk call and SMS data within Latenode. Trigger workflows on new calls, messages, or agent status changes. Update CRMs, send alerts, or generate reports automatically. Use Latenode's visual editor and data transformation tools to customize call center automations without complex coding, and scale your workflows efficiently.
Related categories
See how Latenode works
.svg)
.png)
FAQ Cloze and CloudTalk
How can I connect my Cloze account to CloudTalk using Latenode?
To connect your Cloze account to CloudTalk 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 CloudTalk accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically log CloudTalk calls in Cloze?
Yes, you can! With Latenode, automatically log CloudTalk calls as activities in Cloze, enriching contact history and improving sales insights with no-code or JavaScript-based logic.
What types of tasks can I perform by integrating Cloze with CloudTalk?
Integrating Cloze with CloudTalk allows you to perform various tasks, including:
- Create new Cloze leads from answered CloudTalk calls.
- Update Cloze contact information based on CloudTalk call data.
- Trigger CloudTalk SMS messages from Cloze opportunity stage changes.
- Log CloudTalk call recordings directly within Cloze activities.
- Send thank you emails via Cloze after CloudTalk interactions.
Can I use JavaScript to enhance Cloze data on Latenode?
Yes! Latenode allows using JavaScript to transform Cloze data, enabling advanced data manipulation beyond standard integration capabilities.
Are there any limitations to the Cloze and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical CloudTalk data prior to integration cannot be automatically synced.
- Complex custom fields in Cloze may require JavaScript for proper mapping.
- Real-time data transfer depends on the API limits of Cloze and CloudTalk.
