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How to connect Cloze and WhatsApp Personal Account
Create a New Scenario to Connect Cloze and WhatsApp Personal Account
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 Personal Account will be your first step. To do this, click "Choose an app," find Cloze or WhatsApp Personal Account, 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 Personal Account Node
Next, click the plus (+) icon on the Cloze node, select WhatsApp Personal Account from the list of available apps, and choose the action you need from the list of nodes within WhatsApp Personal Account.
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Authenticate WhatsApp Personal Account
Now, click the WhatsApp Personal Account node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your WhatsApp Personal Account settings. Authentication allows you to use WhatsApp Personal Account through Latenode.
Configure the Cloze and WhatsApp Personal Account 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 Personal Account 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 Personal Account, 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 Personal Account integration works as expected. Depending on your setup, data should flow between Cloze and WhatsApp Personal Account (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 Personal Account
Cloze + Google Sheets + WhatsApp Personal Account: When a new person is created or updated in Cloze, their information is added to a Google Sheet. Subsequently, a personalized welcome message is sent to the new contact via WhatsApp.
WhatsApp Personal Account + Cloze + Google Calendar: When a new message is received in WhatsApp, specifically containing scheduling information, an event is created in Google Calendar and a corresponding event record is added to Cloze.
Cloze and WhatsApp Personal Account 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 Personal Account
Automate WhatsApp Personal Account messaging within Latenode to send notifications, gather data, or provide basic support. Build visual workflows triggered by events, then enrich or route message data to other apps. Scale customer interactions without complex code and per-step costs—use Latenode to connect WhatsApp to your business.
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FAQ Cloze and WhatsApp Personal Account
How can I connect my Cloze account to WhatsApp Personal Account using Latenode?
To connect your Cloze account to WhatsApp Personal Account 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 Personal Account accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I send new Cloze leads a WhatsApp message?
Yes, you can! Latenode allows you to automate sending personalized WhatsApp messages to new Cloze leads, improving engagement and response times using customizable templates and logic.
What types of tasks can I perform by integrating Cloze with WhatsApp Personal Account?
Integrating Cloze with WhatsApp Personal Account allows you to perform various tasks, including:
- Automatically sending WhatsApp welcome messages to new Cloze contacts.
- Creating Cloze tasks when a WhatsApp message contains a specific keyword.
- Updating Cloze contact information based on WhatsApp profile data.
- Sending summary reports from Cloze via WhatsApp on a daily schedule.
- Notifying team members on WhatsApp when a Cloze deal reaches a milestone.
How does Latenode handle Cloze API rate limits?
Latenode manages Cloze API rate limits efficiently through built-in queueing and error handling, ensuring smooth and reliable data flow, even at scale.
Are there any limitations to the Cloze and WhatsApp Personal Account integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Attachments sent via WhatsApp cannot be directly saved to Cloze.
- Real-time updates from WhatsApp to Cloze may experience slight delays.
- Custom Cloze fields require careful mapping for data to transfer correctly.
