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How to connect Cloze and Gmail
Create a New Scenario to Connect Cloze and Gmail
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 Gmail will be your first step. To do this, click "Choose an app," find Cloze or Gmail, 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 Gmail Node
Next, click the plus (+) icon on the Cloze node, select Gmail from the list of available apps, and choose the action you need from the list of nodes within Gmail.
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Authenticate Gmail
Now, click the Gmail node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Gmail settings. Authentication allows you to use Gmail through Latenode.
Configure the Cloze and Gmail 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 Gmail 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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Save and Activate the Scenario
After configuring Cloze, Gmail, 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 Gmail integration works as expected. Depending on your setup, data should flow between Cloze and Gmail (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 Gmail
Cloze + Gmail + Slack: When a deal closes in Cloze, a congratulatory email is sent via Gmail using a predefined template. Additionally, a notification is sent to a designated Slack channel to inform the team of the successful deal closure.
Gmail + Cloze + Google Sheets: When a new email arrives in Gmail, its content is logged as a communication record in Cloze. The email details, including sender, recipient, and subject, are also added as a new row in a Google Sheet for archival and analysis.
Cloze and Gmail 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 Gmail
Automate email tasks within Latenode. Send, receive, and manage Gmail messages as part of larger workflows. Automatically extract data from emails to update databases or trigger actions in other apps. Integrate Gmail with AI tools for content analysis or with CRMs to automate lead nurturing. Latenode's visual editor makes it easy to build scalable email automation without coding.
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FAQ Cloze and Gmail
How can I connect my Cloze account to Gmail using Latenode?
To connect your Cloze account to Gmail 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 Gmail accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically log Gmail emails in Cloze?
Yes, with Latenode you can automate logging Gmail emails as activities in Cloze. This ensures all communications are tracked, enhancing sales and relationship management without manual data entry.
What types of tasks can I perform by integrating Cloze with Gmail?
Integrating Cloze with Gmail allows you to perform various tasks, including:
- Create new Cloze leads from incoming Gmail messages.
- Send personalized Gmail campaigns triggered by Cloze stage changes.
- Update Cloze contact information based on Gmail signature details.
- Automatically forward important Gmail attachments to Cloze.
- Trigger Cloze tasks when specific keywords appear in Gmail subjects.
How does Latenode handle Cloze API request limits?
Latenode intelligently manages API usage, employing queueing and retries, ensuring smooth operation even with Cloze rate limits. Scale efficiently with robust error handling.
Are there any limitations to the Cloze and Gmail integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data synchronization may take time for large accounts.
- Advanced Cloze customization might require JavaScript knowledge.
- Gmail attachment size limits still apply within the integration.
