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How to connect Cloze and Ortto
Create a New Scenario to Connect Cloze and Ortto
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 Ortto will be your first step. To do this, click "Choose an app," find Cloze or Ortto, 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 Ortto Node
Next, click the plus (+) icon on the Cloze node, select Ortto from the list of available apps, and choose the action you need from the list of nodes within Ortto.
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Authenticate Ortto
Now, click the Ortto node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Ortto settings. Authentication allows you to use Ortto through Latenode.
Configure the Cloze and Ortto 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 Ortto 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, Ortto, 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 Ortto integration works as expected. Depending on your setup, data should flow between Cloze and Ortto (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 Ortto
Cloze + Ortto + Slack: When a deal closes in Cloze, update the corresponding contact in Ortto and notify the sales team in Slack about the closed deal.
Ortto + Cloze + Google Sheets: When a contact is created or updated in Ortto, create or update the corresponding person in Cloze, and then add a new row to Google Sheets with details of the marketing activity and contact information.
Cloze and Ortto 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 Ortto
Use Ortto in Latenode to automate personalized marketing campaigns. Trigger emails, SMS, or push notifications based on real-time data from any source. Segment users and update profiles dynamically within Latenode workflows, responding instantly to behavior. Improve engagement by connecting Ortto's segmentation to your Latenode data pipelines.
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See how Latenode works
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FAQ Cloze and Ortto
How can I connect my Cloze account to Ortto using Latenode?
To connect your Cloze account to Ortto 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 Ortto accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Cloze contacts to Ortto audiences?
Yes, you can! Latenode's visual editor makes it simple to automatically add new Cloze contacts to specific Ortto audiences, ensuring your marketing is always up-to-date and targeted.
What types of tasks can I perform by integrating Cloze with Ortto?
Integrating Cloze with Ortto allows you to perform various tasks, including:
- Automatically create new Ortto users from updated Cloze contacts.
- Trigger personalized email sequences in Ortto upon deal stage changes in Cloze.
- Sync Cloze activities with Ortto events for better customer journey analysis.
- Update contact properties in Ortto based on data enrichment in Cloze.
- Segment Ortto audiences based on Cloze opportunity values.
Can I use JavaScript code to transform data between Cloze and Ortto?
Absolutely! Latenode allows you to use JavaScript code blocks to customize data transformations for advanced integrations between Cloze and Ortto.
Are there any limitations to the Cloze and Ortto integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits from Cloze and Ortto may affect high-volume data syncs.
- Complex custom fields in Cloze may require custom mapping via JavaScript.
- Real-time synchronization depends on the API availability of both platforms.
