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Automatically send personalized SMS reminders from Twilio based on Cloze deal stages, ensuring timely follow-up. Latenode's visual editor and affordable pricing make this scalable and easily customizable with JavaScript for advanced logic.
Connect Cloze and Twilio in minutes with Latenode.
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Create a New Scenario to Connect Cloze and Twilio
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 Twilio will be your first step. To do this, click "Choose an app," find Cloze or Twilio, 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 Twilio Node
Next, click the plus (+) icon on the Cloze node, select Twilio from the list of available apps, and choose the action you need from the list of nodes within Twilio.
Cloze
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Twilio
Authenticate Twilio
Now, click the Twilio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Twilio settings. Authentication allows you to use Twilio through Latenode.
Configure the Cloze and Twilio 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 Twilio 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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Twilio
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, Twilio, 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 Twilio integration works as expected. Depending on your setup, data should flow between Cloze and Twilio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Cloze + Twilio + Close CRM: When a new event (meeting) is added in Cloze, find the corresponding lead in Close CRM and send them an SMS reminder via Twilio about the upcoming meeting.
Twilio + Cloze + Google Sheets: When a new message is received in Twilio, find the contact in Cloze and log the SMS interaction details into a Google Sheet for reporting.
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 Twilio
Use Twilio in Latenode to automate SMS notifications or build call workflows. Send appointment reminders, track delivery status, or verify users via code. Combine Twilio with other apps in Latenode's visual editor, adding logic and AI to scale your communication automation without complex coding.
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How can I connect my Cloze account to Twilio using Latenode?
To connect your Cloze account to Twilio on Latenode, follow these steps:
Can I automate SMS follow-ups for new Cloze leads?
Yes, you can! Latenode's visual builder makes it easy to trigger Twilio SMS messages whenever a new lead is added to Cloze, ensuring timely engagement and boosting conversion.
What types of tasks can I perform by integrating Cloze with Twilio?
Integrating Cloze with Twilio allows you to perform various tasks, including:
What Cloze data can I access and use within Latenode workflows?
You can access and use most Cloze data, including contacts, opportunities, activities, and custom fields, to personalize your automations.
Are there any limitations to the Cloze and Twilio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: