.svg){kind=icon}
How to connect Cloze and Twilio
Create a New Scenario to Connect Cloze and Twilio
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 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.
+
1
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.
1
Cloze
⚙
+
2
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:
- 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Twilio
1
Trigger on Webhook
⚙
2
Cloze
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Cloze, Twilio, 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 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.
Most powerful ways to connect Cloze and Twilio
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.
Cloze and Twilio 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.
Similar apps
Related categories
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.
Related categories
See how Latenode works
.svg)
.png)
FAQ Cloze and Twilio
How can I connect my Cloze account to Twilio using Latenode?
To connect your Cloze account to Twilio 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 Twilio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
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:
- Send SMS notifications for new Cloze opportunities.
- Automatically log SMS interactions in Cloze as activities.
- Trigger Twilio calls when a Cloze deal reaches a certain stage.
- Send personalized SMS reminders for upcoming Cloze meetings.
- Update Cloze contact information based on Twilio SMS responses.
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:
- Large data transfers from Cloze may impact workflow execution time.
- Complex Twilio logic may require JavaScript code blocks for full customization.
- Real-time updates depend on Cloze API availability and response times.
