Trigger
Cloze and Follow Up Boss integration
Automate Cloze + Follow Up Boss workflows
Sync contacts and follow-ups between Cloze and Follow Up Boss to automate your sales pipeline, ensure no lead falls through the cracks, and keep your team perfectly aligned with real-time data synchronization.
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Technical overview
What this integration can actually do
This is not a rigid connector between Cloze and Follow Up Boss. Use native nodes where they already exist, then cover edge cases with webhook, polling, HTTP Request, or JavaScript in the same scenario.
9 triggers and 21 actions across Cloze and Follow Up Boss
Gets data from
Company Change and Person Change, plus 7 more triggers
Can do
Add Communication Record and Add Event Record, plus 19 more actions
Works via
Native nodes, Webhooks, Polling, HTTP Request, JavaScript
Customizable with
field mapping, filters, branching, retries, dedupe logic, and custom API or JavaScript steps.
Capabilities
Triggers & Actions
Every event and operation available when connecting Cloze and Follow Up Boss — from both apps.
Trigger
Person Change
Trigger
Project Change
Trigger
Deal Stage Updated
Trigger
New Appointment
Trigger
New Deal
Production readiness
Production workflow controls
Use these controls when a workflow needs to stay stable after launch, not just pass a happy-path test.
01
Retry failed API calls
Automatically retry temporary failures before a run is marked as failed.
02
Handle 429 / rate-limit responses
Pause, back off, and continue the workflow safely when an upstream API throttles requests.
03
Add fallback branches for missing fields
Route incomplete payloads into a safe branch instead of letting the main scenario break.
04
Prevent duplicates with lookup-before-create logic
Check whether a record already exists before creating a new one in the destination system.
05
Use JavaScript to normalize dates, phone numbers, tags, and statuses
Clean and standardize values before mapping them into downstream fields.
06
Store execution logs for debugging
Keep a trace of what happened in every run so production issues are easier to inspect.
07
Route failed runs to email or a database
Notify the team or save failures for follow-up when a run cannot complete successfully.
08
Manually rerun failed executions
Replay a failed run after the issue is fixed without rebuilding the scenario from scratch.
Example payload
See what the workflow receives and returns
Show one real event and one real result so technical users can understand the payload shape before they connect accounts or customize the scenario.
Source event
JSON{"event": "client_added","client": {"id": "client_123","firstName": "Alex","lastName": "Smith","status": "active","tags": ["online-coaching"]}}Scenario result
JSON{"target": "wix_contact","operation": "upsert","dedupeBy": "email","status": "created"}Setup
Connect both apps in 3 steps
No developer needed. From credentials to live workflow in under 10 minutes.
01
Connect Cloze
Authenticate Cloze in Latenode's Credentials panel. You'll need access to your Cloze account and permissions to create connections.
02
Connect Follow Up Boss
Add Follow Up Boss credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.
03
Build and go live
Pick a trigger and an action, test with real data, then toggle your workflow to Live — done.
Build your Cloze + Follow Up Boss automation
Choose a trigger and an action to build your workflow.
When this happens in Cloze...
...do this in Follow Up Boss
Or
Describe your automation — press Build to open it in the editor.
Yes! Latenode provides a native integration between Cloze and Follow Up Boss. You can connect them in minutes using our visual workflow builder — no coding required.
Use cases
Explore each app
Start from either hub, then mix triggers and actions with the rest of your stack.
About Cloze
Cloze is a powerful relationship management platform designed to help individuals and teams organize and grow their professional connections. With its intelligent automation, Cloze seamlessly consolidates information from emails, social media, and apps, allowing users to track interactions and set reminders for important follow-ups. The platform’s intuitive interface features customizable pipelines and a mobile app, enabling users to manage their contacts and activities efficiently from anywhere. Cloze empowers users to nurture relationships and stay organized, ensuring they never miss an opportunity.
Learn morePopular Cloze pairs
About Follow Up Boss
Follow Up Boss is a powerful customer relationship management (CRM) tool designed for real estate professionals to streamline lead management and enhance team collaboration. It centralizes contact information, automates follow-up tasks, and provides robust reporting to help users track performance and optimize their sales processes. With features like customizable workflows, email synchronization, and integration options with various platforms, Follow Up Boss empowers agents to nurture leads effectively and close more deals.
Learn morePopular Follow Up Boss pairs
Start automating Cloze + Follow Up Boss today
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