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Sync Cloze deal updates to Slack channels for team visibility. Latenode’s visual editor and JavaScript support allow custom notifications based on deal stage, amount, and rep, while affordable pricing scales with your business.
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Create a New Scenario to Connect Cloze and Slack
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 Slack will be your first step. To do this, click "Choose an app," find Cloze or Slack, 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 Slack Node
Next, click the plus (+) icon on the Cloze node, select Slack from the list of available apps, and choose the action you need from the list of nodes within Slack.
Cloze
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Slack
Authenticate Slack
Now, click the Slack node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Slack settings. Authentication allows you to use Slack through Latenode.
Configure the Cloze and Slack 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 Slack 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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Slack
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, Slack, 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 Slack integration works as expected. Depending on your setup, data should flow between Cloze and Slack (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Cloze + Google Sheets + Slack: When a deal stage changes in Cloze, a row is added to a Google Sheet to track deal progress. A Slack notification is then sent to the relevant channel to inform the team about the update.
Slack + Cloze + Pipedrive: When a user is mentioned in a Slack channel, the workflow searches for that user in Cloze and Pipedrive. If a matching contact is found in either platform, a direct message is sent to the user in Slack with the contact information.
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 Slack
Send Slack messages and automate channel updates directly from Latenode workflows. Get instant alerts on critical events, share data insights, or trigger actions based on user input. Centralize notifications and approvals by combining Slack with databases, CRMs, and AI models within a scalable, low-code environment.
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How can I connect my Cloze account to Slack using Latenode?
To connect your Cloze account to Slack on Latenode, follow these steps:
Can I get Slack notifications for new Cloze opportunities?
Yes, you can! Latenode enables real-time Slack alerts for new Cloze opportunities. Benefit from immediate awareness and faster response times, enhancing team collaboration and sales efficiency.
What types of tasks can I perform by integrating Cloze with Slack?
Integrating Cloze with Slack allows you to perform various tasks, including:
Can I trigger Cloze actions when a specific message is sent in Slack?
Yes! Using Latenode's flexible logic and JavaScript blocks, you can create custom triggers based on message content to automate Cloze actions.
Are there any limitations to the Cloze and Slack integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: