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Sync Cloze leads to Sendgrid for automated email campaigns. Latenode's visual editor simplifies mapping Cloze data to Sendgrid templates. Scale affordably and customize your workflow with JavaScript for advanced lead nurturing.
Connect Cloze and Sendgrid in minutes with Latenode.
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Create a New Scenario to Connect Cloze and Sendgrid
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 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.
Cloze
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.
Cloze
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Sendgrid
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:
JavaScript
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AI Anthropic Claude 3
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Sendgrid
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, Sendgrid, 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 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.
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.
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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How can I connect my Cloze account to Sendgrid using Latenode?
To connect your Cloze account to Sendgrid on Latenode, follow these steps:
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:
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: