How to connect Cloze and Salesmate
Create a New Scenario to Connect Cloze and Salesmate
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 Salesmate will be your first step. To do this, click "Choose an app," find Cloze or Salesmate, 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 Salesmate Node
Next, click the plus (+) icon on the Cloze node, select Salesmate from the list of available apps, and choose the action you need from the list of nodes within Salesmate.

Cloze
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Salesmate

Authenticate Salesmate
Now, click the Salesmate node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesmate settings. Authentication allows you to use Salesmate through Latenode.
Configure the Cloze and Salesmate 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 Salesmate 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 donβt 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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Salesmate
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, Salesmate, 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 Salesmate integration works as expected. Depending on your setup, data should flow between Cloze and Salesmate (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 Salesmate
Cloze + Salesmate + Slack: When a new contact is created in Cloze and then also created in Salesmate, a notification is sent to a designated Slack channel to alert the sales team.
Salesmate + Cloze + Google Sheets: Whenever a new deal is created in Salesmate, its data along with corresponding contact information from Cloze is logged into a Google Sheet for comprehensive reporting and analysis.
Cloze and Salesmate 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 Salesmate
Automate Salesmate tasks within Latenode to streamline sales processes. Trigger actions like lead creation or deal updates based on events in other apps. Connect Salesmate to your marketing stack, enrich data, and manage follow-ups using visual workflows and custom logic, avoiding manual data entry. Scale your sales automation without code, paying only for execution time.
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FAQ Cloze and Salesmate
How can I connect my Cloze account to Salesmate using Latenode?
To connect your Cloze account to Salesmate 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 Salesmate accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Cloze contacts to Salesmate?
Yes, you can! Latenode lets you automate this, ensuring your Salesmate contacts are always up-to-date with Cloze. This prevents missed opportunities and maintains data consistency across platforms.
What types of tasks can I perform by integrating Cloze with Salesmate?
Integrating Cloze with Salesmate allows you to perform various tasks, including:
- Automatically create new Salesmate deals when a Cloze opportunity is won.
- Sync Cloze contact updates to Salesmate to maintain consistent records.
- Trigger Salesmate email campaigns when a new contact is added in Cloze.
- Create tasks in Salesmate based on activities logged in Cloze.
- Generate reports combining data from both Cloze and Salesmate.
Can I filter Cloze contacts before syncing to Salesmate?
Yes! With Latenode, you can apply advanced filters using JavaScript code to sync only relevant Cloze contacts to Salesmate.
Are there any limitations to the Cloze and Salesmate integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time sync depends on the API rate limits of both Cloze and Salesmate.
- Historical data migration might require batch processing due to API constraints.