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How to connect Cloze and Lemlist
Create a New Scenario to Connect Cloze and Lemlist
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 Lemlist will be your first step. To do this, click "Choose an app," find Cloze or Lemlist, 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 Lemlist Node
Next, click the plus (+) icon on the Cloze node, select Lemlist from the list of available apps, and choose the action you need from the list of nodes within Lemlist.
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Authenticate Lemlist
Now, click the Lemlist node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Lemlist settings. Authentication allows you to use Lemlist through Latenode.
Configure the Cloze and Lemlist 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 Lemlist 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, Lemlist, 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 Lemlist integration works as expected. Depending on your setup, data should flow between Cloze and Lemlist (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 Lemlist
Cloze + Lemlist + Google Sheets: When a new activity occurs in Lemlist, such as a lead interaction, the lead's information and activity details are retrieved and added as a new row in a Google Sheet for consolidated lead tracking and reporting. The Cloze integration enriches the sheet data with associated Cloze contact details, creating a unified view.
Lemlist + Cloze + Slack: When a lead engages with a Lemlist campaign (e.g., opens an email, clicks a link), this activity triggers the automation. The lead information is checked against Cloze, and if a match is found or created, a notification is sent to a designated Slack channel to alert the sales team about the lead's engagement.
Cloze and Lemlist 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 Lemlist
Automate personalized outreach with Lemlist inside Latenode. Build flows to trigger email campaigns based on CRM updates or data enrichment. Add conditional logic, use AI to personalize messages, and track results—all visually. Scale outreach without complex code or per-step fees. Use JavaScript for advanced customization.
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FAQ Cloze and Lemlist
How can I connect my Cloze account to Lemlist using Latenode?
To connect your Cloze account to Lemlist 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 Lemlist accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze deals from Lemlist activity?
Yes, absolutely! Latenode's visual editor makes this easy. Automatically update deal stages in Cloze based on email engagement in Lemlist, streamlining your sales pipeline.
What types of tasks can I perform by integrating Cloze with Lemlist?
Integrating Cloze with Lemlist allows you to perform various tasks, including:
- Create Cloze leads from new Lemlist sign-ups.
- Update Cloze contact details based on Lemlist activity.
- Trigger Lemlist campaigns from Cloze deal stage changes.
- Log Lemlist email interactions within Cloze activities.
- Sync contact information bi-directionally between both platforms.
Can I use JavaScript code to extend the Cloze integration?
Yes! Latenode supports custom JavaScript code. Enhance the Cloze integration by transforming data or creating custom logic beyond the standard blocks.
Are there any limitations to the Cloze and Lemlist integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration is not fully automated.
- Complex data transformations require custom JavaScript coding.
- Real-time sync depends on Cloze and Lemlist API rate limits.
