.svg){kind=icon}
How to connect Cloze and Salesforce
Create a New Scenario to Connect Cloze and Salesforce
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 Salesforce will be your first step. To do this, click "Choose an app," find Cloze or Salesforce, 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.
+
1
Cloze
Add the Salesforce Node
Next, click the plus (+) icon on the Cloze node, select Salesforce from the list of available apps, and choose the action you need from the list of nodes within Salesforce.
1
Cloze
⚙
+
2
Salesforce
Authenticate Salesforce
Now, click the Salesforce node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesforce settings. Authentication allows you to use Salesforce through Latenode.
Configure the Cloze and Salesforce 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 Salesforce 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Salesforce
1
Trigger on Webhook
⚙
2
Cloze
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Cloze, Salesforce, 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 Salesforce integration works as expected. Depending on your setup, data should flow between Cloze and Salesforce (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 Salesforce
Cloze + Salesforce + Slack: When a project is updated in Cloze, check for corresponding updates in Salesforce. If both Cloze and Salesforce records are updated within a defined timeframe, send a notification to a designated Slack channel to alert the sales team.
Salesforce + Cloze + Google Sheets: Track key sales metrics from Salesforce and Cloze in a Google Sheet for reporting. When a record is updated in Salesforce, fetch corresponding data from Cloze and update or add a row in Google Sheets with the combined information, ensuring accurate sales performance tracking.
Cloze and Salesforce 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.
Similar apps
Related categories
About Salesforce
Sync Salesforce data with other apps using Latenode. Automate lead qualification and task creation based on CRM events. No more manual data entry: build workflows that trigger actions across your stack. Use Latenode's visual editor and flexible scripting to create custom logic and scale automation without code limits.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Cloze and Salesforce
How can I connect my Cloze account to Salesforce using Latenode?
To connect your Cloze account to Salesforce 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 Salesforce accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Cloze contacts to Salesforce leads?
Yes, you can! Latenode enables real-time contact syncing, ensuring your Salesforce leads are always up-to-date with new Cloze contacts. Eliminate manual data entry and improve lead management.
What types of tasks can I perform by integrating Cloze with Salesforce?
Integrating Cloze with Salesforce allows you to perform various tasks, including:
- Automatically create Salesforce opportunities from qualified Cloze deals.
- Sync Cloze activities (calls, emails) to corresponding Salesforce records.
- Update Cloze contact information based on changes in Salesforce accounts.
- Trigger custom notifications in Slack when a new Cloze lead matches Salesforce criteria.
- Enrich Salesforce leads with data from Cloze’s relationship intelligence.
How does Latenode handle custom fields from Cloze in Salesforce?
Latenode provides advanced field mapping, including support for custom fields. Easily map Cloze fields to corresponding Salesforce fields for data consistency.
Are there any limitations to the Cloze and Salesforce integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data migration might require manual setup for large datasets.
- Complex custom object relationships may need advanced configuration.
- Real-time sync frequency is subject to API rate limits imposed by Cloze and Salesforce.
