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How to connect Cloze and Encharge
Create a New Scenario to Connect Cloze and Encharge
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 Encharge will be your first step. To do this, click "Choose an app," find Cloze or Encharge, 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 Encharge Node
Next, click the plus (+) icon on the Cloze node, select Encharge from the list of available apps, and choose the action you need from the list of nodes within Encharge.
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Authenticate Encharge
Now, click the Encharge node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Encharge settings. Authentication allows you to use Encharge through Latenode.
Configure the Cloze and Encharge 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 Encharge 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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Encharge
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Cloze, Encharge, 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 Encharge integration works as expected. Depending on your setup, data should flow between Cloze and Encharge (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 Encharge
Encharge + Cloze + Calendly: When a person is updated in Encharge, check if their engagement level matches key criteria. If it does, create or update the person in Cloze and then schedule a follow-up meeting via Calendly.
Encharge + Cloze + Slack: When a new person is added to Encharge, check if they match key account criteria in Cloze. If they do, notify the sales team in Slack via a public channel message.
Cloze and Encharge 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 Encharge
Use Encharge in Latenode to automate personalized marketing. Build workflows that segment leads, trigger email sequences, and update customer profiles based on real-time behavior. Connect Encharge to any data source and use Latenode’s no-code tools or JavaScript to orchestrate sophisticated, event-driven campaigns without complex coding.
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See how Latenode works
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FAQ Cloze and Encharge
How can I connect my Cloze account to Encharge using Latenode?
To connect your Cloze account to Encharge 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 Encharge accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync Cloze opportunities to Encharge as leads?
Yes, you can! Latenode's flexible data mapping lets you automatically create or update Encharge leads when new opportunities appear in Cloze, keeping your marketing aligned.
What types of tasks can I perform by integrating Cloze with Encharge?
Integrating Cloze with Encharge allows you to perform various tasks, including:
- Add new Cloze contacts to Encharge as subscribers.
- Trigger Encharge marketing automations from Cloze deal stages.
- Update Encharge lead scores based on Cloze engagement data.
- Segment Encharge users using Cloze contact custom fields.
- Send personalized Encharge emails after a Cloze meeting.
How easily can I transform Cloze data for Encharge in Latenode?
Very easily! Latenode’s no-code blocks, JavaScript, and AI steps let you reshape and filter data before it reaches Encharge, ensuring perfect data fidelity.
Are there any limitations to the Cloze and Encharge integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Initial data synchronization can take time for large accounts.
- Rate limits of Cloze and Encharge APIs apply.
