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Automatically update Cloze with Intercom conversations to keep sales aligned. Latenode’s visual editor simplifies complex workflows, while affordable execution costs help scale the process without breaking the bank.
Connect Cloze and Intercom in minutes with Latenode.
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Create a New Scenario to Connect Cloze and Intercom
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 Intercom will be your first step. To do this, click "Choose an app," find Cloze or Intercom, 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 Intercom Node
Next, click the plus (+) icon on the Cloze node, select Intercom from the list of available apps, and choose the action you need from the list of nodes within Intercom.
Cloze
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Intercom
Authenticate Intercom
Now, click the Intercom node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Intercom settings. Authentication allows you to use Intercom through Latenode.
Configure the Cloze and Intercom 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 Intercom 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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Intercom
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, Intercom, 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 Intercom integration works as expected. Depending on your setup, data should flow between Cloze and Intercom (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Cloze + Intercom + Slack: When a project reaches a specific stage in Cloze, a congratulatory message is sent to the associated contact in Intercom. Simultaneously, a notification is sent to the sales team's Slack channel.
Intercom + Cloze + Google Sheets: When a new conversation is started in Intercom, information about the associated lead or user is retrieved. A communication record is then added to the corresponding person in Cloze and logged to Google Sheets.
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 Intercom
Integrate Intercom with Latenode to automate customer support and engagement. Trigger workflows based on Intercom events to update CRMs, send personalized emails, or escalate issues. Latenode’s visual editor and flexible logic let you build custom support automation that adapts to your business needs, without complex coding or per-step fees.
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How can I connect my Cloze account to Intercom using Latenode?
To connect your Cloze account to Intercom on Latenode, follow these steps:
Can I trigger Intercom messages based on Cloze deal stages?
Yes, you can! Latenode allows real-time triggers, updating Intercom automatically when a Cloze deal moves stages, enhancing customer engagement based on sales progress.
What types of tasks can I perform by integrating Cloze with Intercom?
Integrating Cloze with Intercom allows you to perform various tasks, including:
Can I use JavaScript to transform Cloze data before sending to Intercom?
Yes! Latenode’s built-in JavaScript blocks let you manipulate Cloze data for precise Intercom segmentation and tailored messaging.
Are there any limitations to the Cloze and Intercom integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: