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How to connect Cloze and Sendy
Create a New Scenario to Connect Cloze and Sendy
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 Sendy will be your first step. To do this, click "Choose an app," find Cloze or Sendy, 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 Sendy Node
Next, click the plus (+) icon on the Cloze node, select Sendy from the list of available apps, and choose the action you need from the list of nodes within Sendy.
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Authenticate Sendy
Now, click the Sendy node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Sendy settings. Authentication allows you to use Sendy through Latenode.
Configure the Cloze and Sendy 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 Sendy 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, Sendy, 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 Sendy integration works as expected. Depending on your setup, data should flow between Cloze and Sendy (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 Sendy
Cloze + Sendy + Google Sheets: When a new person is added or updated in Cloze, they are automatically added as a subscriber to a specified list in Sendy. Key contact details are then added as a new row in a Google Sheet for reporting purposes.
Sendy + Cloze + Slack: When a subscriber in a Sendy campaign is updated (e.g., opens an email), the automation finds the corresponding contact in Cloze using the email address and sends a Slack notification to a designated sales channel.
Cloze and Sendy 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 Sendy
Use Sendy in Latenode to automate email campaigns without complex coding. Trigger campaigns based on events in other apps (CRM, e-commerce). Latenode lets you process data, filter recipients, and personalize emails with JavaScript or AI nodes before sending via Sendy. Scale outreach efficiently and track results within your workflows.
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See how Latenode works
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FAQ Cloze and Sendy
How can I connect my Cloze account to Sendy using Latenode?
To connect your Cloze account to Sendy 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 Sendy accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add new Cloze leads to Sendy lists?
Yes, you can! Latenode's visual editor makes it easy to automate this. Enjoy seamless lead nurturing by instantly syncing Cloze contacts to relevant Sendy lists.
What types of tasks can I perform by integrating Cloze with Sendy?
Integrating Cloze with Sendy allows you to perform various tasks, including:
- Automatically adding new Cloze contacts to a specified Sendy mailing list.
- Updating subscriber information in Sendy when contact details change in Cloze.
- Triggering personalized email campaigns in Sendy based on Cloze deal stages.
- Segmenting Sendy subscribers based on Cloze contact properties or activities.
- Sending confirmation emails via Sendy upon new deal creation in Cloze.
What triggers from Cloze can I use to start Latenode automations?
Latenode supports Cloze triggers like new contacts, updated deals, and completed activities, letting you build powerful automations.
Are there any limitations to the Cloze and Sendy integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Rate limits on Cloze and Sendy API calls may affect high-volume workflows.
- Custom fields in Cloze may need manual mapping to Sendy fields.
