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How to connect Cloze and Simplybook
Create a New Scenario to Connect Cloze and Simplybook
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 Simplybook will be your first step. To do this, click "Choose an app," find Cloze or Simplybook, 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 Simplybook Node
Next, click the plus (+) icon on the Cloze node, select Simplybook from the list of available apps, and choose the action you need from the list of nodes within Simplybook.
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Authenticate Simplybook
Now, click the Simplybook node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Simplybook settings. Authentication allows you to use Simplybook through Latenode.
Configure the Cloze and Simplybook 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 Simplybook 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, Simplybook, 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 Simplybook integration works as expected. Depending on your setup, data should flow between Cloze and Simplybook (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 Simplybook
Simplybook + Cloze + Google Calendar: When a new appointment is booked in Simplybook, a contact is created or updated in Cloze, and then an event is added to Google Calendar.
Simplybook + Cloze + Mailchimp: New bookings in Simplybook trigger the creation or update of a contact in Cloze, which then subscribes the contact to a specified marketing list in Mailchimp.
Cloze and Simplybook 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 Simplybook
Automate booking workflows with Simplybook in Latenode. Sync schedules, manage appointments, and trigger follow-up actions without manual work. Connect booking data to CRMs, payment gateways, or marketing tools. Latenode's visual builder and flexible integrations make automating complex booking processes easy and scalable, exceeding Simplybook's built-in options.
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See how Latenode works
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FAQ Cloze and Simplybook
How can I connect my Cloze account to Simplybook using Latenode?
To connect your Cloze account to Simplybook 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 Simplybook accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate lead capture from bookings?
Yes, using Latenode, instantly create Cloze leads from new Simplybook appointments. Benefit from automated data transfer and customized workflows for better lead management and faster follow-up.
What types of tasks can I perform by integrating Cloze with Simplybook?
Integrating Cloze with Simplybook allows you to perform various tasks, including:
- Create new Cloze leads from new Simplybook bookings.
- Update Cloze contact information from Simplybook data.
- Send appointment reminders via Cloze activities.
- Trigger Cloze follow-ups after completed bookings.
- Log booking details as notes in Cloze contact profiles.
What Cloze data is accessible within Latenode workflows?
Latenode provides access to Cloze contacts, opportunities, and activities. Build powerful automations by combining them with Simplybook data and AI.
Are there any limitations to the Cloze and Simplybook integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Custom field mapping in Cloze may require advanced configuration.
- Very high booking volumes might require workflow optimization.
- Complex conditional logic needs careful setup for optimal results.
