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How to connect Cloze and Delighted
Create a New Scenario to Connect Cloze and Delighted
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 Delighted will be your first step. To do this, click "Choose an app," find Cloze or Delighted, 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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Cloze
Add the Delighted Node
Next, click the plus (+) icon on the Cloze node, select Delighted from the list of available apps, and choose the action you need from the list of nodes within Delighted.
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Delighted
Authenticate Delighted
Now, click the Delighted node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Delighted settings. Authentication allows you to use Delighted through Latenode.
Configure the Cloze and Delighted 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 Delighted 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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AI Anthropic Claude 3
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Delighted
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Trigger on Webhook
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Cloze
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Webhook response
Save and Activate the Scenario
After configuring Cloze, Delighted, 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 Delighted integration works as expected. Depending on your setup, data should flow between Cloze and Delighted (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 Delighted
Delighted + Cloze + Slack: When a new response is received in Delighted, the workflow finds the corresponding person in Cloze. If the Delighted response indicates a low satisfaction score, a Slack message is sent to a designated channel with the customer's information from Cloze.
Delighted + Cloze + Zendesk: When Delighted receives negative feedback (New Response), the workflow retrieves customer information from Cloze (Create or Update Person). A Zendesk ticket is then automatically created, populated with the customer's details and the negative feedback received from Delighted.
Cloze and Delighted 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 Delighted
Automate feedback loops with Delighted in Latenode. Send surveys post-interaction and instantly act on results. Route scores to your team's Slack, update records in your CRM, or trigger follow-ups based on sentiment. Build adaptable workflows with no-code tools, custom logic, and AI — all without per-step costs.
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FAQ Cloze and Delighted
How can I connect my Cloze account to Delighted using Latenode?
To connect your Cloze account to Delighted 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 Delighted accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Delighted surveys after closing deals in Cloze?
Yes, you can! Latenode's visual editor makes this easy. Trigger targeted surveys automatically and use AI to personalize follow-ups, boosting response rates and improving customer satisfaction.
What types of tasks can I perform by integrating Cloze with Delighted?
Integrating Cloze with Delighted allows you to perform various tasks, including:
- Automatically trigger Delighted surveys upon deal closure in Cloze.
- Update Cloze contacts with satisfaction scores from Delighted feedback.
- Send personalized thank-you notes based on positive Delighted responses.
- Create Cloze tasks for negative Delighted feedback to address concerns.
- Analyze customer sentiment from Delighted surveys within Cloze reporting.
How can I automate feedback follow-ups within Cloze from Delighted?
Use Latenode's visual editor and AI blocks to analyze survey responses and trigger customized follow-ups in Cloze, nurturing leads and retaining customers.
Are there any limitations to the Cloze and Delighted integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data mapping between Cloze and Delighted fields is required.
- Complex workflows may require JavaScript knowledge for advanced customization.
- Delighted API rate limits may impact the frequency of data synchronization.
