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How to connect Cloze and Contacts+
Create a New Scenario to Connect Cloze and Contacts+
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 Contacts+ will be your first step. To do this, click "Choose an app," find Cloze or Contacts+, 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 Contacts+ Node
Next, click the plus (+) icon on the Cloze node, select Contacts+ from the list of available apps, and choose the action you need from the list of nodes within Contacts+.
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Authenticate Contacts+
Now, click the Contacts+ node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Contacts+ settings. Authentication allows you to use Contacts+ through Latenode.
Configure the Cloze and Contacts+ 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 Contacts+ 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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Contacts+
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Cloze, Contacts+, 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 Contacts+ integration works as expected. Depending on your setup, data should flow between Cloze and Contacts+ (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 Contacts+
Cloze + Contacts+ + Google Sheets: When a person's information is updated in Cloze, their corresponding contact details in Contacts+ are updated, and a new row is added to a Google Sheet to log the activity for reporting purposes.
Contacts+ + Cloze + Slack: When a new contact is added to Contacts+, a corresponding person is created or updated in Cloze. Then, a notification is sent to a specified Slack channel to inform the sales team about the new contact.
Cloze and Contacts+ 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 Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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FAQ Cloze and Contacts+
How can I connect my Cloze account to Contacts+ using Latenode?
To connect your Cloze account to Contacts+ 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 Contacts+ accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Cloze leads from new Contacts+ contacts?
Yes, with Latenode! Automatically create Cloze leads when new contacts are added to Contacts+, ensuring immediate follow-up. Latenode's advanced logic handles complex scenarios.
What types of tasks can I perform by integrating Cloze with Contacts+?
Integrating Cloze with Contacts+ allows you to perform various tasks, including:
- Enrich Cloze contact details with comprehensive Contacts+ data.
- Synchronize contact updates between Cloze and Contacts+ in real-time.
- Create new Cloze opportunities from specific Contacts+ contact segments.
- Automatically log Cloze activity against corresponding Contacts+ contacts.
- Trigger personalized email sequences in Cloze based on Contacts+ tags.
Can I use JavaScript to enhance Cloze + Contacts+ workflows?
Yes! Latenode allows custom JavaScript code to transform data, handle edge cases, and extend the Cloze + Contacts+ integration further.
Are there any limitations to the Cloze and Contacts+ integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires manual import or custom scripting.
- Complex field mappings might need JavaScript for advanced transformations.
- API rate limits of Cloze and Contacts+ still apply within Latenode.
