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How to connect Cloze and WhatsApp Business Cloud
Create a New Scenario to Connect Cloze and WhatsApp Business Cloud
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 WhatsApp Business Cloud will be your first step. To do this, click "Choose an app," find Cloze or WhatsApp Business Cloud, 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 WhatsApp Business Cloud Node
Next, click the plus (+) icon on the Cloze node, select WhatsApp Business Cloud from the list of available apps, and choose the action you need from the list of nodes within WhatsApp Business Cloud.
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Authenticate WhatsApp Business Cloud
Now, click the WhatsApp Business Cloud node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your WhatsApp Business Cloud settings. Authentication allows you to use WhatsApp Business Cloud through Latenode.
Configure the Cloze and WhatsApp Business Cloud 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 WhatsApp Business Cloud 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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Save and Activate the Scenario
After configuring Cloze, WhatsApp Business Cloud, 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 WhatsApp Business Cloud integration works as expected. Depending on your setup, data should flow between Cloze and WhatsApp Business Cloud (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 WhatsApp Business Cloud
Cloze + Google Sheets + WhatsApp Business Cloud: When a new person is added or updated in Cloze, their information is added to a Google Sheet, and a welcome message is sent to them via WhatsApp Business Cloud.
WhatsApp Business Cloud + Cloze + Calendly: When a new message is received on WhatsApp Business Cloud, a contact is created or updated in Cloze, and the contact receives a Calendly link to schedule a meeting.
Cloze and WhatsApp Business Cloud 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 WhatsApp Business Cloud
Use WhatsApp Business Cloud in Latenode for automated messaging workflows. Send personalized updates, order confirmations, or support replies. Integrate it with your CRM, e-commerce platform, or database. Automate routing and customize messages with Latenode's visual editor and JavaScript support for flexible, scalable communication.
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FAQ Cloze and WhatsApp Business Cloud
How can I connect my Cloze account to WhatsApp Business Cloud using Latenode?
To connect your Cloze account to WhatsApp Business Cloud 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 WhatsApp Business Cloud accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send WhatsApp messages for new Cloze leads?
Yes, you can! Latenode allows you to trigger WhatsApp messages upon new lead creation in Cloze. This instant outreach ensures timely engagement, boosting conversion rates through personalized communication.
What types of tasks can I perform by integrating Cloze with WhatsApp Business Cloud?
Integrating Cloze with WhatsApp Business Cloud allows you to perform various tasks, including:
- Send personalized WhatsApp messages when a deal stage changes in Cloze.
- Create new Cloze contacts from incoming WhatsApp Business Cloud messages.
- Log WhatsApp conversations as activities within Cloze opportunities.
- Automatically update Cloze contact information based on WhatsApp interactions.
- Send appointment reminders via WhatsApp based on Cloze calendar events.
How does Latenode enhance Cloze automation capabilities?
Latenode expands Cloze's automation through advanced logic, AI, and custom code, enabling complex workflows beyond basic triggers and actions, all in one place.
Are there any limitations to the Cloze and WhatsApp Business Cloud integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Message delivery is subject to WhatsApp Business Cloud's API policies.
- Complex data transformations might require JavaScript knowledge.
- Integration performance depends on the API limits of both Cloze and WhatsApp.
