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How to connect Cloze and LiveChat
Create a New Scenario to Connect Cloze and LiveChat
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 LiveChat will be your first step. To do this, click "Choose an app," find Cloze or LiveChat, 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 LiveChat Node
Next, click the plus (+) icon on the Cloze node, select LiveChat from the list of available apps, and choose the action you need from the list of nodes within LiveChat.
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Authenticate LiveChat
Now, click the LiveChat node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your LiveChat settings. Authentication allows you to use LiveChat through Latenode.
Configure the Cloze and LiveChat 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 LiveChat 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, LiveChat, 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 LiveChat integration works as expected. Depending on your setup, data should flow between Cloze and LiveChat (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 LiveChat
LiveChat + Cloze + Slack: When a chat is deactivated in LiveChat, a communication record is added to Cloze. Then, a Slack message is sent to the relevant sales representative to notify them of the new customer feedback.
LiveChat + Cloze + Google Sheets: When a chat is deactivated in LiveChat, the details of the interaction are logged to a new row in Google Sheets. Simultaneously, a communication record is created in Cloze to track the customer interaction.
Cloze and LiveChat 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 LiveChat
Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context – all visually, and without code.
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See how Latenode works
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FAQ Cloze and LiveChat
How can I connect my Cloze account to LiveChat using Latenode?
To connect your Cloze account to LiveChat 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 LiveChat accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Cloze leads from LiveChat transcripts?
Yes, you can! Latenode lets you parse chat content with AI, automatically creating leads in Cloze. This ensures no potential deal is missed, saving sales valuable time.
What types of tasks can I perform by integrating Cloze with LiveChat?
Integrating Cloze with LiveChat allows you to perform various tasks, including:
- Create Cloze leads from new LiveChat conversations automatically.
- Update Cloze contact information based on LiveChat interactions.
- Send targeted Cloze emails after specific LiveChat triggers.
- Log LiveChat transcripts as notes within Cloze contact profiles.
- Trigger LiveChat messages based on Cloze deal stage changes.
HowdoIcustomizeClozeintegrationlogicinLatenode?
Latenode offers no-code blocks, JavaScript, and AI integration. This allows custom logic tailored to unique sales & support processes beyond simple data transfer.
Are there any limitations to the Cloze and LiveChat integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical LiveChat data prior to integration won't be automatically synced.
- Complex data transformations might require JavaScript knowledge.
- Latenode's usage is subject to fair use policies and plan limits.
