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How to connect Cloze and Instantly
Create a New Scenario to Connect Cloze and Instantly
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 Instantly will be your first step. To do this, click "Choose an app," find Cloze or Instantly, 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 Instantly Node
Next, click the plus (+) icon on the Cloze node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.
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Authenticate Instantly
Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.
Configure the Cloze and Instantly 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 Instantly 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, Instantly, 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 Instantly integration works as expected. Depending on your setup, data should flow between Cloze and Instantly (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 Instantly
Instantly + Cloze + Google Sheets: When a new lead is created in Instantly, their information is added to Cloze as a person. Then, a new row is added to a Google Sheet to track outreach campaign data.
Instantly + Cloze + Slack: When a new lead is created in Instantly, the flow searches for the person in Cloze. If found, a Slack message is sent to a channel, notifying the team about the lead engagement and linking to their Cloze profile.
Cloze and Instantly 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 Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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FAQ Cloze and Instantly
How can I connect my Cloze account to Instantly using Latenode?
To connect your Cloze account to Instantly 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 Instantly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze contacts with Instantly campaign data?
Yes, you can! Latenode's visual builder makes this easy. Automatically update Cloze with lead statuses from Instantly campaigns, keeping your CRM current and improving follow-up.
What types of tasks can I perform by integrating Cloze with Instantly?
Integrating Cloze with Instantly allows you to perform various tasks, including:
- Create new Cloze leads from successful Instantly email campaigns.
- Update Cloze contact details based on Instantly engagement metrics.
- Trigger Instantly email sequences when new opportunities appear in Cloze.
- Track Instantly campaign performance within your Cloze dashboard.
- Automatically enroll Cloze contacts into specific Instantly campaigns.
What data fields are available from Cloze inside Latenode?
Latenode provides access to standard Cloze fields, custom fields, activity history, and opportunity data, enabling robust automation flows.
Are there any limitations to the Cloze and Instantly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Cloze custom object mappings may require JavaScript coding.
- Instantly's API rate limits can affect high-volume data transfers.
- Initial setup requires familiarity with both Cloze and Instantly APIs.
