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Sync leads between Cloze and Follow Up Boss for streamlined sales. Latenode’s visual editor and JavaScript blocks make custom data transformations easy, while affordable pricing lets you scale lead management effectively.
Connect Cloze and Follow Up Boss in minutes with Latenode.
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Create a New Scenario to Connect Cloze and Follow Up Boss
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 Follow Up Boss will be your first step. To do this, click "Choose an app," find Cloze or Follow Up Boss, 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.
Cloze
Add the Follow Up Boss Node
Next, click the plus (+) icon on the Cloze node, select Follow Up Boss from the list of available apps, and choose the action you need from the list of nodes within Follow Up Boss.
Cloze
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Follow Up Boss
Authenticate Follow Up Boss
Now, click the Follow Up Boss node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Follow Up Boss settings. Authentication allows you to use Follow Up Boss through Latenode.
Configure the Cloze and Follow Up Boss 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 Follow Up Boss Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Follow Up Boss
Trigger on Webhook
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Cloze
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Cloze, Follow Up Boss, 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 Follow Up Boss integration works as expected. Depending on your setup, data should flow between Cloze and Follow Up Boss (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Cloze + Follow Up Boss + Google Sheets: Whenever a new person is added to either Cloze or Follow Up Boss, a new row is added to a Google Sheet to track new client interactions for reporting purposes.
Follow Up Boss + Cloze + Slack: Whenever a new person is added in either Follow Up Boss or Cloze, a notification is sent to a designated Slack channel to inform the sales team of the new lead.
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 Follow Up Boss
Sync Follow Up Boss with Latenode to automate lead management. Trigger custom actions based on lead stages or properties. Update FUB contacts from other apps, create tasks, or send automated follow-ups. Latenode adds flexible logic, data transformations, and multi-app workflows for smarter real estate automation.
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How can I connect my Cloze account to Follow Up Boss using Latenode?
To connect your Cloze account to Follow Up Boss on Latenode, follow these steps:
Can I automatically create Follow Up Boss people from new Cloze leads?
Yes! Latenode enables seamless creation of Follow Up Boss people, keeping your CRM updated. Our visual editor & logic blocks offer advanced customization beyond standard integrations.
What types of tasks can I perform by integrating Cloze with Follow Up Boss?
Integrating Cloze with Follow Up Boss allows you to perform various tasks, including:
How does Latenode enhance Cloze data processing?
Latenode offers advanced data transformation capabilities, including AI prompts and JavaScript code, for enriching Cloze data before syncing to Follow Up Boss.
Are there any limitations to the Cloze and Follow Up Boss integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: