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Automatically update Smartsheet with new Cloze opportunities or contact changes, ensuring real-time data synchronization. Latenode's visual editor and affordable pricing make advanced CRM reporting and analysis easier than ever, even at enterprise scale.
Connect Cloze and Smartsheet in minutes with Latenode.
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Create a New Scenario to Connect Cloze and Smartsheet
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 Smartsheet will be your first step. To do this, click "Choose an app," find Cloze or Smartsheet, 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 Smartsheet Node
Next, click the plus (+) icon on the Cloze node, select Smartsheet from the list of available apps, and choose the action you need from the list of nodes within Smartsheet.
Cloze
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Smartsheet
Authenticate Smartsheet
Now, click the Smartsheet node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Smartsheet settings. Authentication allows you to use Smartsheet through Latenode.
Configure the Cloze and Smartsheet 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 Smartsheet 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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Smartsheet
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, Smartsheet, 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 Smartsheet integration works as expected. Depending on your setup, data should flow between Cloze and Smartsheet (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Cloze + Smartsheet + Slack: When a deal closes in Cloze, update a specified row in Smartsheet to reflect the change. Then, notify the relevant team members in a Slack channel about the closed deal and the Smartsheet update.
Smartsheet + Cloze + Google Sheets: When a new row is added to a Smartsheet, create or update a person's contact information in Cloze with the details from the new row. Simultaneously, add the data from the Smartsheet row as a new row in a Google Sheet for backup and analysis.
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 Smartsheet
Use Smartsheet in Latenode to automate project tracking and data collection. Update sheets from any trigger, like form submissions or database changes. Automate reporting by sending data to other apps and skip manual updates. Low-code tools and JS nodes add custom logic for advanced workflow control.
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How can I connect my Cloze account to Smartsheet using Latenode?
To connect your Cloze account to Smartsheet on Latenode, follow these steps:
Can I automatically update Smartsheet with new Cloze contacts?
Yes, you can! Latenode's visual editor allows you to create automated workflows that seamlessly transfer new contact data from Cloze to Smartsheet, saving time and ensuring data consistency.
What types of tasks can I perform by integrating Cloze with Smartsheet?
Integrating Cloze with Smartsheet allows you to perform various tasks, including:
How does Latenode handle Cloze's API rate limits effectively?
Latenode offers built-in rate limiting controls, queueing, and error handling to manage Cloze's API limits and ensure reliable automation.
Are there any limitations to the Cloze and Smartsheet integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: