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How to connect Cloze and RingCentral
Create a New Scenario to Connect Cloze and RingCentral
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 RingCentral will be your first step. To do this, click "Choose an app," find Cloze or RingCentral, 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 RingCentral Node
Next, click the plus (+) icon on the Cloze node, select RingCentral from the list of available apps, and choose the action you need from the list of nodes within RingCentral.
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Authenticate RingCentral
Now, click the RingCentral node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your RingCentral settings. Authentication allows you to use RingCentral through Latenode.
Configure the Cloze and RingCentral 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 RingCentral 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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Save and Activate the Scenario
After configuring Cloze, RingCentral, 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 RingCentral integration works as expected. Depending on your setup, data should flow between Cloze and RingCentral (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 RingCentral
Cloze + Google Sheets: When a call ends in Cloze, log the call details in a Google Sheet for activity tracking and performance analysis.
RingCentral + Cloze + Slack: When a missed call occurs in RingCentral from a contact tracked in Cloze, a notification is sent to a designated Slack channel.
Cloze and RingCentral 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 RingCentral
Integrate RingCentral with Latenode to automate call logging, SMS alerts, and contact management. Trigger workflows based on call events, automatically updating records in other apps like CRMs or support tools. Use Latenode's visual editor and scripting nodes for customized call handling and data synchronization.
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See how Latenode works
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FAQ Cloze and RingCentral
How can I connect my Cloze account to RingCentral using Latenode?
To connect your Cloze account to RingCentral 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 RingCentral accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I log RingCentral calls as Cloze activities?
Yes, you can! Latenode's visual editor makes it easy to automatically log RingCentral call details directly into Cloze, giving your team complete interaction history.
What types of tasks can I perform by integrating Cloze with RingCentral?
Integrating Cloze with RingCentral allows you to perform various tasks, including:
- Create Cloze contacts from new RingCentral call logs.
- Send RingCentral SMS messages when a Cloze deal reaches a specific stage.
- Update Cloze opportunities based on RingCentral call outcomes.
- Trigger RingCentral calls directly from Cloze contact records.
- Log missed RingCentral calls as tasks in Cloze for follow-up.
How do I handle errors when integrating Cloze in Latenode?
Latenode provides detailed error logs and debugging tools, plus built-in retry mechanisms, ensuring reliable Cloze + RingCentral workflows.
Are there any limitations to the Cloze and RingCentral integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration may require custom scripting.
- Complex data transformations may benefit from JavaScript nodes.
- Rate limits of Cloze and RingCentral APIs still apply.
