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How to connect Cloze and Omnisend
Create a New Scenario to Connect Cloze and Omnisend
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 Omnisend will be your first step. To do this, click "Choose an app," find Cloze or Omnisend, 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 Omnisend Node
Next, click the plus (+) icon on the Cloze node, select Omnisend from the list of available apps, and choose the action you need from the list of nodes within Omnisend.
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Authenticate Omnisend
Now, click the Omnisend node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Omnisend settings. Authentication allows you to use Omnisend through Latenode.
Configure the Cloze and Omnisend 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 Omnisend 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, Omnisend, 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 Omnisend integration works as expected. Depending on your setup, data should flow between Cloze and Omnisend (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 Omnisend
Omnisend + Cloze + Calendly: When a contact engages with an Omnisend campaign, their engagement level is checked. If they meet a certain threshold, a follow-up call is scheduled in Calendly via Cloze.
Shopify + Omnisend + Cloze: When a new customer is created in Shopify, their information is added to Omnisend for marketing automation and to Cloze for sales outreach.
Cloze and Omnisend 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 Omnisend
Use Omnisend in Latenode to automate email & SMS marketing based on real-time data. Connect e-commerce platforms and CRMs, then trigger personalized campaigns. Stop overspending on rigid marketing tools. Latenode's visual editor and flexible logic create scalable automation at a fraction of the cost.
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FAQ Cloze and Omnisend
How can I connect my Cloze account to Omnisend using Latenode?
To connect your Cloze account to Omnisend 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 Omnisend accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger email sequences from new Cloze deals?
Yes, you can! Latenode allows triggering Omnisend sequences when deals are created in Cloze, automatically nurturing leads and closing sales faster with perfectly timed messaging.
What types of tasks can I perform by integrating Cloze with Omnisend?
Integrating Cloze with Omnisend allows you to perform various tasks, including:
- Add new Cloze contacts to an Omnisend email list.
- Trigger personalized email campaigns based on Cloze deal stages.
- Update contact information in Omnisend from Cloze updates.
- Create Cloze activities when a contact clicks a link in Omnisend.
- Segment Omnisend contacts based on Cloze opportunity details.
Can I use custom fields from Cloze inside Latenode?
Yes, Latenode supports accessing and using custom fields from your Cloze account, allowing highly personalized workflows and data mapping options.
Are there any limitations to the Cloze and Omnisend integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits from Cloze and Omnisend may affect high-volume workflows.
- Complex data transformations might require JavaScript coding.
- Historical data migration may require batch processing configurations.
