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How to connect Cloze and Drip
Create a New Scenario to Connect Cloze and Drip
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 Drip will be your first step. To do this, click "Choose an app," find Cloze or Drip, 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 Drip Node
Next, click the plus (+) icon on the Cloze node, select Drip from the list of available apps, and choose the action you need from the list of nodes within Drip.
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Authenticate Drip
Now, click the Drip node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Drip settings. Authentication allows you to use Drip through Latenode.
Configure the Cloze and Drip 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 Drip 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Cloze, Drip, 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 Drip integration works as expected. Depending on your setup, data should flow between Cloze and Drip (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 Drip
Cloze + Drip + Calendly: When a person's details are changed in Cloze, check if they meet a predefined engagement score threshold. If they do, create or update the subscriber in Drip, and then create a single-use Calendly scheduling link to send to the subscriber.
Drip + Cloze + Slack: When a subscriber is added to a campaign in Drip, check if this person exists in Cloze and meets the qualified lead criteria. If the subscriber is a qualified lead, send a notification to the sales team in Slack.
Cloze and Drip 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 Drip
Use Drip in Latenode for automated marketing workflows. Sync customer data, trigger personalized email campaigns based on events, and analyze results. Scale your email marketing by connecting Drip to other apps in Latenode via visual flows. Benefit from advanced logic and data transformations to precisely target your audience.
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FAQ Cloze and Drip
How can I connect my Cloze account to Drip using Latenode?
To connect your Cloze account to Drip 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 Drip accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Drip campaigns from new Cloze leads?
Yes, you can! Latenode's visual editor makes it easy to automatically enroll new Cloze leads into targeted Drip campaigns, nurturing them with personalized content and closing more deals.
What types of tasks can I perform by integrating Cloze with Drip?
Integrating Cloze with Drip allows you to perform various tasks, including:
- Adding new Cloze contacts as subscribers in Drip.
- Updating subscriber information in Drip based on Cloze activity.
- Triggering Drip automation workflows upon new Cloze deal stages.
- Segmenting Drip subscribers based on Cloze contact properties.
- Creating Cloze tasks when Drip subscribers reach specific milestones.
How to sync Cloze contacts without duplicates on Latenode?
Latenode’s data mapping features ensure only unique contacts sync from Cloze to Drip, preventing duplicates and maintaining clean data.
Are there any limitations to the Cloze and Drip integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time sync depends on Cloze and Drip API availability.
- Complex data transformations may require custom JavaScript code.
- Historical data migration might need manual setup initially.
