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How to connect Cloze and Intercom
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.
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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.
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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:
- 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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Trigger on Webhook
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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.
Most powerful ways to connect Cloze and Intercom
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.
Cloze and Intercom 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 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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FAQ Cloze and Intercom
How can I connect my Cloze account to Intercom using Latenode?
To connect your Cloze account to Intercom 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 Intercom accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
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:
- Create Intercom leads from new Cloze contacts automatically.
- Log Intercom conversations as notes in Cloze activity timelines.
- Update Cloze opportunity stages based on Intercom user behavior.
- Send personalized Intercom messages for Cloze deal milestones.
- Segment Intercom users based on Cloze contact attributes.
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:
- Historical data migration isn't fully automated; manual import may be required.
- Complex Cloze custom fields may need custom mapping via JavaScript.
- Rate limits of Cloze and Intercom APIs still apply to Latenode workflows.
