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How to connect Cloze and HubSpot
Create a New Scenario to Connect Cloze and HubSpot
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 HubSpot will be your first step. To do this, click "Choose an app," find Cloze or HubSpot, 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 HubSpot Node
Next, click the plus (+) icon on the Cloze node, select HubSpot from the list of available apps, and choose the action you need from the list of nodes within HubSpot.
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Authenticate HubSpot
Now, click the HubSpot node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your HubSpot settings. Authentication allows you to use HubSpot through Latenode.
Configure the Cloze and HubSpot 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 HubSpot 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, HubSpot, 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 HubSpot integration works as expected. Depending on your setup, data should flow between Cloze and HubSpot (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 HubSpot
Cloze + HubSpot + Slack: When a deal is updated in Cloze, update the corresponding deal in HubSpot, and send a notification to a designated Slack channel to inform the sales team about the update.
HubSpot + Cloze + Google Sheets: When a new contact is created in HubSpot, find the corresponding deal information from Cloze and log the contact information along with deal data into a Google Sheet for reporting purposes.
Cloze and HubSpot 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 HubSpot
Sync HubSpot contacts, deals, and marketing data with other apps in Latenode for automated workflows. Update records, trigger email sequences based on behavior, or generate reports. Use Latenode’s visual editor and affordable pricing to build complex, scalable marketing automation without code or per-step fees. Connect to CRMs, databases, and analytics tools.
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See how Latenode works
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FAQ Cloze and HubSpot
How can I connect my Cloze account to HubSpot using Latenode?
To connect your Cloze account to HubSpot 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 HubSpot accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Cloze contacts to HubSpot lists?
Yes, you can! Latenode lets you automate syncing Cloze contacts to HubSpot lists, ensuring consistent data. Plus, use advanced filtering based on Cloze data before syncing.
What types of tasks can I perform by integrating Cloze with HubSpot?
Integrating Cloze with HubSpot allows you to perform various tasks, including:
- Automatically create HubSpot contacts from new Cloze leads.
- Update HubSpot contact properties when Cloze opportunity stages change.
- Trigger email sequences in HubSpot based on Cloze activity.
- Log Cloze calls and meetings as activities in HubSpot.
- Create Cloze projects when new deals are created in HubSpot.
Can I use JavaScript code to transform data between Cloze and HubSpot?
Yes! Latenode allows using JavaScript for complex data transformations, giving you ultimate control over data flow between Cloze and HubSpot.
Are there any limitations to the Cloze and HubSpot integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration may require custom workflow design.
- Complex, deeply nested data structures may need JavaScript transformation.
- Rate limits of Cloze and HubSpot APIs apply.
