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How to connect Cloze and Fillout
Create a New Scenario to Connect Cloze and Fillout
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 Fillout will be your first step. To do this, click "Choose an app," find Cloze or Fillout, 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 Fillout Node
Next, click the plus (+) icon on the Cloze node, select Fillout from the list of available apps, and choose the action you need from the list of nodes within Fillout.
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Authenticate Fillout
Now, click the Fillout node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Fillout settings. Authentication allows you to use Fillout through Latenode.
Configure the Cloze and Fillout 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 Fillout 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, Fillout, 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 Fillout integration works as expected. Depending on your setup, data should flow between Cloze and Fillout (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 Fillout
Fillout + Cloze + Google Sheets: When a new submission is received in Fillout, a new person is created or updated in Cloze, and the submission data is added as a new row in Google Sheets for record keeping and analysis.
Fillout + Cloze + Slack: When a new submission arrives in Fillout, a corresponding contact profile is created or updated in Cloze. Simultaneously, a Slack notification is sent to the sales team to alert them of the new lead.
Cloze and Fillout 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 Fillout
Use Fillout forms in Latenode to collect data and instantly trigger workflows. Instead of manual exports, automate follow-ups, database updates, or personalized emails based on form responses. Latenode lets you parse, transform, and route Fillout data to any app with full control and no per-step pricing.
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FAQ Cloze and Fillout
How can I connect my Cloze account to Fillout using Latenode?
To connect your Cloze account to Fillout 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 Fillout accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I update Cloze leads from Fillout form submissions?
Yes, you can! Latenode lets you map Fillout responses directly to Cloze lead fields. Automatically update lead information, saving time and improving data accuracy with this seamless integration.
What types of tasks can I perform by integrating Cloze with Fillout?
Integrating Cloze with Fillout allows you to perform various tasks, including:
- Create new Cloze leads from new Fillout submissions automatically.
- Update Cloze contact information based on Fillout responses.
- Send customized follow-up emails via Cloze after a Fillout form is submitted.
- Trigger internal notifications when a high-value lead submits a Fillout form.
- Analyze Fillout data within Cloze to improve sales strategies.
HowsecureistheClozeintegrationwithFilloutonLatenode?
Latenode uses industry-standard encryption and security protocols to protect your data. Data is securely transmitted and stored, ensuring confidentiality and compliance.
Are there any limitations to the Cloze and Fillout integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic in Fillout may require custom JavaScript in Latenode.
- Rate limits imposed by Cloze and Fillout can affect the speed of data transfer.
- Large file uploads through Fillout may require additional storage configuration.
