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How to connect Cloze and RocketReach
Create a New Scenario to Connect Cloze and RocketReach
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 RocketReach will be your first step. To do this, click "Choose an app," find Cloze or RocketReach, 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 RocketReach Node
Next, click the plus (+) icon on the Cloze node, select RocketReach from the list of available apps, and choose the action you need from the list of nodes within RocketReach.
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Authenticate RocketReach
Now, click the RocketReach node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your RocketReach settings. Authentication allows you to use RocketReach through Latenode.
Configure the Cloze and RocketReach 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 RocketReach 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, RocketReach, 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 RocketReach integration works as expected. Depending on your setup, data should flow between Cloze and RocketReach (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 RocketReach
Cloze + RocketReach + Slack: When a new lead is added to Cloze, find the contact information using RocketReach, and then notify the sales team about the new lead and their contact details via a Slack channel message.
Cloze + RocketReach + Google Sheets: When a contact is updated in Cloze, find additional information about the person via RocketReach and then add a new row to a Google Sheet with the combined data for reporting and analysis.
Cloze and RocketReach 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 RocketReach
Find verified contact data with RocketReach, then automate outreach in Latenode. Build workflows that instantly add leads to your CRM, trigger personalized email sequences, and update spreadsheets. Stop manual data entry and scale lead generation with no-code ease, paying only for execution time.
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FAQ Cloze and RocketReach
How can I connect my Cloze account to RocketReach using Latenode?
To connect your Cloze account to RocketReach 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 RocketReach accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I enrich new Cloze leads with RocketReach data?
Yes, you can! Latenode lets you automate data enrichment, keeping Cloze updated with verified emails and phone numbers from RocketReach, boosting sales efficiency.
What types of tasks can I perform by integrating Cloze with RocketReach?
Integrating Cloze with RocketReach allows you to perform various tasks, including:
- Automatically find contact information for new leads added to Cloze.
- Enrich existing Cloze contacts with up-to-date professional details.
- Trigger personalized email campaigns based on enriched contact data.
- Create or update Cloze opportunities when new leads are found.
- Monitor RocketReach for updates on key Cloze contacts.
Can I automatically update Cloze contacts with new RocketReach data?
Yes! Latenode allows you to schedule periodic updates, ensuring your Cloze data remains accurate and comprehensive using RocketReach insights.
Are there any limitations to the Cloze and RocketReach integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- RocketReach usage is subject to your RocketReach subscription limits.
- Rate limits apply to both Cloze and RocketReach APIs.
- Complex data transformations might require custom JavaScript code.
