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Sync Cloze contacts with OpenPhone to automate SMS follow-ups and call logging. Latenode's visual editor simplifies custom workflows while JavaScript support adds advanced logic. Scale affordably by paying only for execution time.
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Create a New Scenario to Connect Cloze and OpenPhone
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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 OpenPhone will be your first step. To do this, click "Choose an app," find Cloze or OpenPhone, 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.
Cloze
Add the OpenPhone Node
Next, click the plus (+) icon on the Cloze node, select OpenPhone from the list of available apps, and choose the action you need from the list of nodes within OpenPhone.
Cloze
β
OpenPhone
Authenticate OpenPhone
Now, click the OpenPhone node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your OpenPhone settings. Authentication allows you to use OpenPhone through Latenode.
Configure the Cloze and OpenPhone 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 OpenPhone Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
β
OpenPhone
Trigger on Webhook
β
Cloze
β
β
Iterator
β
Webhook response
Save and Activate the Scenario
After configuring Cloze, OpenPhone, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Cloze and OpenPhone integration works as expected. Depending on your setup, data should flow between Cloze and OpenPhone (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
OpenPhone + Cloze + Slack: When a call is logged in OpenPhone, the call summary is added as a communication record to the corresponding contact in Cloze. The account owner is then notified in Slack about the call and the updated Cloze contact.
OpenPhone + Cloze + Google Sheets: When a call is logged in OpenPhone, the call details are recorded in Google Sheets. Contact information from Cloze is then added to the same Google Sheets row for comprehensive call analysis.
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 OpenPhone
Use OpenPhone in Latenode to automate SMS and call workflows. Log activities, trigger actions based on call outcomes, and sync data to CRMs. By using Latenode, you orchestrate OpenPhone within complex workflows, adding logic and integrations not available in OpenPhone alone. Scale customer communication using no-code tools and AI.
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How can I connect my Cloze account to OpenPhone using Latenode?
To connect your Cloze account to OpenPhone on Latenode, follow these steps:
Can I log OpenPhone calls in Cloze automatically?
Yes, you can! Latenode's advanced logic allows for automated call logging, keeping your Cloze timeline updated. This improves efficiency and ensures accurate activity tracking.
What types of tasks can I perform by integrating Cloze with OpenPhone?
Integrating Cloze with OpenPhone allows you to perform various tasks, including:
How secure is my Cloze data when using Latenode?
Latenode employs enterprise-grade security measures, including encryption and access controls, to protect your Cloze data during integration and automation.
Are there any limitations to the Cloze and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: