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How to connect Cloze and Sendgrid
Create a New Scenario to Connect Cloze and Sendgrid
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 Sendgrid will be your first step. To do this, click "Choose an app," find Cloze or Sendgrid, 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 Sendgrid Node
Next, click the plus (+) icon on the Cloze node, select Sendgrid from the list of available apps, and choose the action you need from the list of nodes within Sendgrid.
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Authenticate Sendgrid
Now, click the Sendgrid node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Sendgrid settings. Authentication allows you to use Sendgrid through Latenode.
Configure the Cloze and Sendgrid 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 Sendgrid 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, Sendgrid, 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 Sendgrid integration works as expected. Depending on your setup, data should flow between Cloze and Sendgrid (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 Sendgrid
Sendgrid + Google Sheets + Cloze: When a new email event occurs in Sendgrid (e.g., delivered, opened, clicked), the event details are logged in a Google Sheet. The corresponding contact's information is then updated in Cloze.
Sendgrid + Cloze + Slack: When Sendgrid sends a crucial email (detected by certain triggers - not available), a follow-up to-do is automatically created in Cloze. The sales team then receives a notification about this important email in a designated Slack channel.
Cloze and Sendgrid 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 Sendgrid
Use Sendgrid in Latenode to automate email sending within larger workflows. Trigger emails based on events in other apps, personalize content with data transformations, and track results. Latenode simplifies complex email automations without code and scales affordably, letting you focus on strategy, not limits.
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FAQ Cloze and Sendgrid
How can I connect my Cloze account to Sendgrid using Latenode?
To connect your Cloze account to Sendgrid 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 Sendgrid accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate personalized email follow-ups after new Cloze leads?
Yes! Latenode lets you trigger Sendgrid emails from Cloze, personalizing content with AI. This saves time, boosts engagement, and nurtures leads effectively.
What types of tasks can I perform by integrating Cloze with Sendgrid?
Integrating Cloze with Sendgrid allows you to perform various tasks, including:
- Automatically adding new Cloze contacts to a Sendgrid mailing list.
- Sending personalized email sequences based on Cloze deal stages.
- Logging Sendgrid email activity back into Cloze as communication history.
- Triggering internal notifications via email when Cloze deals are won.
- Creating targeted Sendgrid segments based on Cloze contact data.
Can I use JavaScript code within Cloze + Sendgrid automations?
Yes, Latenode allows integrating custom JavaScript code for advanced data transformations, creating more tailored Cloze + Sendgrid workflows.
Are there any limitations to the Cloze and Sendgrid integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Cloze custom field mappings may require advanced configuration.
- High-volume email sending is subject to Sendgrid's rate limits.
- Real-time synchronization depends on Cloze and Sendgrid API availability.
