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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.
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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.
Cloze
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.
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.
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.
Set Up the Cloze and WhatConverts 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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WhatConverts
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, 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.
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.
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 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.
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How can I connect my Cloze account to WhatConverts using Latenode?
To connect your Cloze account to WhatConverts on Latenode, follow these steps:
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:
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: