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How to connect Cloze and Typebot
Create a New Scenario to Connect Cloze and Typebot
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 Typebot will be your first step. To do this, click "Choose an app," find Cloze or Typebot, 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 Typebot Node
Next, click the plus (+) icon on the Cloze node, select Typebot from the list of available apps, and choose the action you need from the list of nodes within Typebot.
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Authenticate Typebot
Now, click the Typebot node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Typebot settings. Authentication allows you to use Typebot through Latenode.
Configure the Cloze and Typebot 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 Typebot 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Cloze, Typebot, 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 Typebot integration works as expected. Depending on your setup, data should flow between Cloze and Typebot (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 Typebot
Typebot + Google Sheets + Cloze: When a new Typebot survey is submitted, the responses are added to a Google Sheet. Then, Cloze is updated with the new customer information.
Typebot + Cloze + Slack: When a lead qualifies through a Typebot flow, their information is added or updated in Cloze, and a notification is sent to a designated Slack channel.
Cloze and Typebot 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 Typebot
Use Typebot in Latenode to build interactive chatbots for lead capture or support. Connect Typebot to your workflows to qualify leads and send data to your CRM, database, or other apps. Automate personalized experiences and complex logic visually, then scale affordably with Latenode’s usage-based pricing.
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FAQ Cloze and Typebot
How can I connect my Cloze account to Typebot using Latenode?
To connect your Cloze account to Typebot 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 Typebot accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze contacts from Typebot surveys?
Yes, using Latenode, you can automatically update Cloze contacts with Typebot survey responses. This ensures your Cloze data is always current, improving lead management and sales efficiency.
What types of tasks can I perform by integrating Cloze with Typebot?
Integrating Cloze with Typebot allows you to perform various tasks, including:
- Create Cloze leads from qualified Typebot survey submissions.
- Send personalized Cloze emails triggered by Typebot interactions.
- Update Cloze contact details based on Typebot profile data.
- Log Typebot conversation transcripts within Cloze activities.
- Segment Cloze contacts based on Typebot survey responses.
Can I use JavaScript to transform data between Cloze and Typebot?
Yes! Latenode allows you to use JavaScript code blocks to customize data transformation between Cloze and Typebot, fitting any unique requirement.
Are there any limitations to the Cloze and Typebot integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript coding.
- Rate limits imposed by Cloze and Typebot APIs can affect performance.
- Real-time updates are subject to API availability and response times.
