How to connect Cloze and RD Station
Create a New Scenario to Connect Cloze and RD Station
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 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.

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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:
- 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.

JavaScript
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AI Anthropic Claude 3
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RD Station
Trigger on Webhook
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Cloze
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Iterator
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Webhook response

Save and Activate the Scenario
After configuring Cloze, RD Station, 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 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.
Most powerful ways to connect Cloze and RD Station
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.
Cloze and RD Station 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 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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See how Latenode works
FAQ Cloze and RD Station
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:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cloze and click on "Connect".
- Authenticate your Cloze and RD Station accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
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:
- Sync new Cloze contacts to RD Station as leads.
- Update RD Station lead information based on Cloze activity.
- Trigger email campaigns in RD Station from Cloze deal stages.
- Create Cloze opportunities when new RD Station conversions occur.
- Enrich Cloze contact data with RD Station lead scoring.
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:
- Custom field mapping may require advanced configuration.
- Real-time data synchronization is subject to API rate limits.
- Complex workflow logic might necessitate JavaScript coding.