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How to connect Cloze and Ocean.io
Create a New Scenario to Connect Cloze and Ocean.io
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 Ocean.io will be your first step. To do this, click "Choose an app," find Cloze or Ocean.io, 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 Ocean.io Node
Next, click the plus (+) icon on the Cloze node, select Ocean.io from the list of available apps, and choose the action you need from the list of nodes within Ocean.io.
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Authenticate Ocean.io
Now, click the Ocean.io node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Ocean.io settings. Authentication allows you to use Ocean.io through Latenode.
Configure the Cloze and Ocean.io 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 Ocean.io 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, Ocean.io, 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 Ocean.io integration works as expected. Depending on your setup, data should flow between Cloze and Ocean.io (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 Ocean.io
Cloze + Ocean.io + Slack: When a new person is added or updated in Cloze, Ocean.io enriches the person's data. If the enriched data matches the ideal customer profile, a notification is sent to the sales team in Slack.
Ocean.io + Cloze + HubSpot: When Ocean.io finds a company matching predefined criteria, the automation creates or updates the company's record in Cloze. Then, the automation logs the activity as a note in HubSpot.
Cloze and Ocean.io 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 Ocean.io
Use Ocean.io in Latenode to enrich lead data and target outreach. Identify ideal customer profiles automatically and pass qualified leads into your CRM or sales sequences. Latenode lets you add custom logic, filter leads, and trigger actions based on Ocean.io insights, creating scalable lead gen workflows without code.
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See how Latenode works
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FAQ Cloze and Ocean.io
How can I connect my Cloze account to Ocean.io using Latenode?
To connect your Cloze account to Ocean.io 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 Ocean.io accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically enrich Cloze contacts with Ocean.io data?
Yes, you can! Latenode allows you to create a workflow that automatically enriches Cloze contacts with data from Ocean.io, saving time and improving your data quality.
What types of tasks can I perform by integrating Cloze with Ocean.io?
Integrating Cloze with Ocean.io allows you to perform various tasks, including:
- Automatically updating contact information in Cloze from Ocean.io data.
- Creating new Cloze leads based on Ocean.io company profiles.
- Triggering Cloze activities when a prospect reaches a scoring threshold in Ocean.io.
- Sending personalized emails through Cloze based on Ocean.io insights.
- Syncing engagement data between Cloze and Ocean.io for better reporting.
Can I use custom JavaScript code within my Cloze and Ocean.io workflows?
Yes! Latenode allows you to use custom JavaScript code to transform data and add advanced logic to your Cloze and Ocean.io automations.
Are there any limitations to the Cloze and Ocean.io integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by the Cloze and Ocean.io APIs may affect workflow speed.
- Complex data transformations may require advanced JavaScript knowledge.
- Real-time data synchronization depends on the update frequency of each app.
