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How to connect Cloze and Youform
Create a New Scenario to Connect Cloze and Youform
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 Youform will be your first step. To do this, click "Choose an app," find Cloze or Youform, 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 Youform Node
Next, click the plus (+) icon on the Cloze node, select Youform from the list of available apps, and choose the action you need from the list of nodes within Youform.
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Authenticate Youform
Now, click the Youform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Youform settings. Authentication allows you to use Youform through Latenode.
Configure the Cloze and Youform 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 Youform 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, Youform, 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 Youform integration works as expected. Depending on your setup, data should flow between Cloze and Youform (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 Youform
Youform + Google Sheets + Cloze: When a new submission is received in Youform, the data is added to a Google Sheet. Subsequently, Cloze is updated with the new contact information.
Youform + Cloze + Slack: When a high-value lead submits a form in Youform, their information is used to update or create a person in Cloze. Then, a message is sent to a designated Slack channel to notify the sales team about the new lead.
Cloze and Youform 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 Youform
Use Youform in Latenode to capture data and kick off automated processes. Create forms, then automatically trigger workflows to process submissions, update databases, and send notifications. Extend Youform with JavaScript code inside Latenode for custom validation and complex logic. Scale form-driven automation without vendor lock-in.
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FAQ Cloze and Youform
How can I connect my Cloze account to Youform using Latenode?
To connect your Cloze account to Youform 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 Youform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze contacts from new Youform submissions?
Yes, you can! Latenode's visual editor makes it easy to map Youform data to Cloze fields, ensuring your contact information is always up-to-date and saving valuable time.
What types of tasks can I perform by integrating Cloze with Youform?
Integrating Cloze with Youform allows you to perform various tasks, including:
- Create new Cloze leads from submitted Youform responses.
- Update existing Cloze contacts with new information from Youform.
- Send personalized follow-up emails via Cloze based on Youform data.
- Trigger Cloze activities when a new Youform submission is received.
- Generate reports in Cloze using data collected via Youform forms.
How secure is my Cloze data when using Latenode integrations?
Latenode uses industry-standard security protocols to protect your data, ensuring safe and reliable data transfer between Cloze and Youform.
Are there any limitations to the Cloze and Youform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits imposed by Cloze and Youform APIs may affect performance.
- Custom fields in Cloze require careful mapping in the workflow editor.
