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Automatically sync new leads from RD Station to Cloze to nurture deals faster. Latenode's no-code editor connects them with custom logic and affordable scaling, so your sales team never misses a hot prospect.
Connect Cloze and RD Station in minutes with Latenode.
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Create a New Scenario to Connect Cloze and RD Station
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 RD Station will be your first step. To do this, click "Choose an app," find Cloze or RD Station, 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 RD Station Node
Next, click the plus (+) icon on the Cloze node, select RD Station from the list of available apps, and choose the action you need from the list of nodes within RD Station.
Cloze
β
RD Station
Authenticate RD Station
Now, click the RD Station node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your RD Station settings. Authentication allows you to use RD Station through Latenode.
Configure the Cloze and RD Station 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 RD Station Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
β
RD Station
Trigger on Webhook
β
Cloze
β
β
Iterator
β
Webhook response
Save and Activate the Scenario
After configuring Cloze, RD Station, 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 RD Station integration works as expected. Depending on your setup, data should flow between Cloze and RD Station (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Cloze + RD Station + Google Sheets: When a new person is created or updated in Cloze, their information is added as a new lead in RD Station. This new lead data is then logged in a Google Sheet for reporting and analysis.
RD Station + Cloze + Slack: When a new lead conversion occurs in RD Station, a corresponding contact is created or updated in Cloze. Subsequently, a notification is sent to a designated Slack channel to inform the sales team about the new lead.
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 RD Station
Use RD Station in Latenode to automate marketing tasks. Update leads, trigger personalized emails, and track campaign performance, all inside automated workflows. Integrate RD Station data with other apps, enrich with AI, and build custom logic without code. Scale your marketing automation affordably and visually.
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How can I connect my Cloze account to RD Station using Latenode?
To connect your Cloze account to RD Station on Latenode, follow these steps:
Can I automatically create RD Station leads from new Cloze contacts?
Yes, you can! Latenode allows seamless automation, creating RD Station leads from new Cloze contacts, ensuring no potential customer is missed. Scale your lead generation effortlessly.
What types of tasks can I perform by integrating Cloze with RD Station?
Integrating Cloze with RD Station allows you to perform various tasks, including:
How secure is my Cloze data when using Latenode integrations?
Latenode employs advanced encryption and security protocols to safeguard your Cloze data during all integration processes.
Are there any limitations to the Cloze and RD Station integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: