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How to connect Cloze and Ontraport
Create a New Scenario to Connect Cloze and Ontraport
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 Ontraport will be your first step. To do this, click "Choose an app," find Cloze or Ontraport, 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 Ontraport Node
Next, click the plus (+) icon on the Cloze node, select Ontraport from the list of available apps, and choose the action you need from the list of nodes within Ontraport.
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Authenticate Ontraport
Now, click the Ontraport node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Ontraport settings. Authentication allows you to use Ontraport through Latenode.
Configure the Cloze and Ontraport 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 Ontraport 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, Ontraport, 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 Ontraport integration works as expected. Depending on your setup, data should flow between Cloze and Ontraport (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 Ontraport
Cloze + Ontraport + Slack: When a person's information is updated in Cloze, their contact details are updated in Ontraport, and a notification is sent to the sales team in Slack to inform them of the update.
Ontraport + Cloze + Google Sheets: When a new contact is added in Ontraport, the automation checks if the contact exists in Cloze. If the contact does not exist, a new row is added to a Google Sheet for review.
Cloze and Ontraport 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 Ontraport
Use Ontraport with Latenode to automate marketing and sales tasks. Sync contacts, trigger campaigns, and update customer data based on actions in other apps. Build complex workflows visually, adding custom logic with JavaScript or AI for personalized experiences. Scale marketing automation affordably, paying only for execution time.
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FAQ Cloze and Ontraport
How can I connect my Cloze account to Ontraport using Latenode?
To connect your Cloze account to Ontraport 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 Ontraport accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Cloze contacts to Ontraport?
Yes, you can! Latenode automates contact synchronization, keeping your lists updated without manual work. This ensures targeted and timely communication, improving engagement.
What types of tasks can I perform by integrating Cloze with Ontraport?
Integrating Cloze with Ontraport allows you to perform various tasks, including:
- Automatically add new Cloze leads to Ontraport for marketing campaigns.
- Update Ontraport contact information when a Cloze deal reaches a specific stage.
- Trigger personalized email sequences in Ontraport based on Cloze activity.
- Create Cloze opportunities when new contacts are added to Ontraport.
- Segment Ontraport contacts based on Cloze deal values for custom reporting.
Howsecureisthe Clozeintegrationwith Ontraport onLatenode?
Latenode uses secure authentication protocols and data encryption to protect your data during the Cloze and Ontraport integration, ensuring confidentiality.
Are there any limitations to the Cloze and Ontraport integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript coding.
- Real-time data synchronization depends on the API limits of both apps.
- Historical data migration may require manual configuration and processing.
