How to connect Cloze and Microsoft Teams
Create a New Scenario to Connect Cloze and Microsoft Teams
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 Microsoft Teams will be your first step. To do this, click "Choose an app," find Cloze or Microsoft Teams, 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 Microsoft Teams Node
Next, click the plus (+) icon on the Cloze node, select Microsoft Teams from the list of available apps, and choose the action you need from the list of nodes within Microsoft Teams.

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Authenticate Microsoft Teams
Now, click the Microsoft Teams node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft Teams settings. Authentication allows you to use Microsoft Teams through Latenode.
Configure the Cloze and Microsoft Teams 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 Microsoft Teams 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, Microsoft Teams, 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 Microsoft Teams integration works as expected. Depending on your setup, data should flow between Cloze and Microsoft Teams (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 Microsoft Teams
Cloze + Microsoft Teams + Salesforce: When a project is updated in Cloze, a message is sent to a specific channel in Microsoft Teams to notify the team. The corresponding record in Salesforce is then updated with the latest project details.
Cloze + Microsoft Teams + Outlook: When a person is created or updated in Cloze, schedule a meeting in Teams. Then send the meeting invite to the contact via Outlook (using email from Cloze person data).
Cloze and Microsoft Teams 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 Microsoft Teams
Use Microsoft Teams in Latenode to automate notifications and approvals. Instead of manual updates, automatically post messages based on triggers from other apps (like CRM or databases). Streamline workflows and improve team communication by connecting Teams to your automated processes without complex coding.
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See how Latenode works
FAQ Cloze and Microsoft Teams
How can I connect my Cloze account to Microsoft Teams using Latenode?
To connect your Cloze account to Microsoft Teams 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 Microsoft Teams accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I get Cloze updates in a Teams channel?
Yes, you can! Latenode lets you send customized Cloze updates to specific Teams channels. Never miss important deal changes or project milestones; keep your team in the loop!
What types of tasks can I perform by integrating Cloze with Microsoft Teams?
Integrating Cloze with Microsoft Teams allows you to perform various tasks, including:
- Post new Cloze lead information to a specific Teams channel.
- Send daily summaries of Cloze activity to a Teams chat.
- Create a new Teams channel when a new deal is created in Cloze.
- Update a Teams message when a Cloze deal stage changes.
- Trigger Cloze actions from messages in Microsoft Teams.
How does Latenode handle Cloze authentication and security?
Latenode uses secure OAuth authentication for Cloze and encrypts all data. Credentials are never stored directly, ensuring top-tier security.
Are there any limitations to the Cloze and Microsoft Teams integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration from Cloze to Teams is not supported.
- Complex Cloze custom field types might require custom JavaScript.
- Large-scale, real-time updates may be subject to API rate limits.