Cloze and WhatConverts Integration

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Automatically log WhatConverts leads as new Cloze contacts and track them through your sales pipeline. Latenode’s visual editor simplifies data mapping, letting you refine lead details with custom JavaScript logic, while keeping costs low with pay-by-execution pricing.

Swap Apps

Cloze

WhatConverts

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Cloze and WhatConverts

Create a New Scenario to Connect Cloze and WhatConverts

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 WhatConverts will be your first step. To do this, click "Choose an app," find Cloze or WhatConverts, 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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Cloze

Configure the Cloze

Click on the Cloze node to configure it. You can modify the Cloze URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Cloze

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#1 Cloze

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Connect Cloze

Sign In

Run node once

Add the WhatConverts Node

Next, click the plus (+) icon on the Cloze node, select WhatConverts from the list of available apps, and choose the action you need from the list of nodes within WhatConverts.

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Cloze

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WhatConverts

Authenticate WhatConverts

Now, click the WhatConverts node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your WhatConverts settings. Authentication allows you to use WhatConverts through Latenode.

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Cloze

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WhatConverts

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Connect WhatConverts

Sign In

Run node once

Configure the Cloze and WhatConverts Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Connect WhatConverts

WhatConverts Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Cloze and WhatConverts 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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WhatConverts

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Save and Activate the Scenario

After configuring Cloze, WhatConverts, 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 WhatConverts integration works as expected. Depending on your setup, data should flow between Cloze and WhatConverts (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 WhatConverts

WhatConverts + Cloze + Google Sheets: When a new lead is identified in WhatConverts, create or update the corresponding person in Cloze, and then log the lead details in a Google Sheet for reporting purposes.

WhatConverts + Cloze + Slack: When WhatConverts identifies a new lead, create or update the person in Cloze and send a notification in Slack to alert the sales team so they can follow up.

Cloze and WhatConverts 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.

About WhatConverts

Capture and analyze marketing leads in WhatConverts, then pipe data to Latenode to automate follow-ups. Qualify leads based on source & behavior using Latenode's no-code tools, triggering custom CRM updates or personalized email sequences. Scale lead management without complex coding.

See how Latenode works

FAQ Cloze and WhatConverts

How can I connect my Cloze account to WhatConverts using Latenode?

To connect your Cloze account to WhatConverts 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 WhatConverts accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I track leads from WhatConverts in Cloze?

Yes, you can! Latenode allows real-time lead synchronization, enriching Cloze with detailed conversion data from WhatConverts for better sales insights.

What types of tasks can I perform by integrating Cloze with WhatConverts?

Integrating Cloze with WhatConverts allows you to perform various tasks, including:

  • Create new Cloze leads from qualified WhatConverts submissions.
  • Update existing Cloze contacts with WhatConverts conversion details.
  • Trigger Cloze activities based on WhatConverts lead stages.
  • Send customized email sequences in Cloze upon new WhatConverts leads.
  • Analyze conversion data from WhatConverts directly within Cloze.

What level of Cloze customization is possible on Latenode?

Latenode enables deep customization via JavaScript, allowing you to tailor Cloze integrations beyond standard options.

Are there any limitations to the Cloze and WhatConverts integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Initial data synchronization might require manual mapping.
  • Advanced WhatConverts features might need custom JavaScript.
  • Rate limits of Cloze and WhatConverts APIs apply.

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