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How to connect Cloze and Zapier
Create a New Scenario to Connect Cloze and Zapier
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 Zapier will be your first step. To do this, click "Choose an app," find Cloze or Zapier, 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 Zapier Node
Next, click the plus (+) icon on the Cloze node, select Zapier from the list of available apps, and choose the action you need from the list of nodes within Zapier.
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Authenticate Zapier
Now, click the Zapier node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zapier settings. Authentication allows you to use Zapier through Latenode.
Configure the Cloze and Zapier 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 Zapier 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Cloze, Zapier, 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 Zapier integration works as expected. Depending on your setup, data should flow between Cloze and Zapier (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 Zapier
Cloze + Zapier + Google Sheets: When a project stage changes in Cloze, Zapier sends the data to Google Sheets to track deal progress and sales performance.
Cloze + Zapier + Slack: When a person's information is updated in Cloze, Zapier triggers a message in Slack to notify the team of the lead's progress.
Cloze and Zapier 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 Zapier
Use Zapier within Latenode for extended app connectivity. Trigger Latenode workflows from 6000+ apps. Solve complex automation gaps by combining Zapier’s breadth with Latenode's advanced logic, like custom JS scripts, affordable pricing, and browser automation. Simplify intricate tasks that need more than basic Zapier steps.
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See how Latenode works
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FAQ Cloze and Zapier
How can I connect my Cloze account to Zapier using Latenode?
To connect your Cloze account to Zapier 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 Zapier accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze contacts from new Zapier triggers?
Yes, you can! Latenode enables advanced data transformations, ensuring accurate and consistent contact information syncing between Zapier triggers and your Cloze CRM. Enjoy automated contact management.
What types of tasks can I perform by integrating Cloze with Zapier?
Integrating Cloze with Zapier allows you to perform various tasks, including:
- Create new Cloze contacts from new leads captured in Zapier.
- Update existing Cloze opportunities based on Zapier activity.
- Trigger Zapier workflows when a new Cloze deal reaches a stage.
- Log activities in Cloze when specific Zapier actions occur.
- Send customized notifications via Zapier based on Cloze updates.
Can I use custom JavaScript functions with the Cloze and Zapier integration?
Yes! Latenode's JavaScript blocks allow you to add custom logic for data transformation and manipulation within your Cloze and Zapier workflows.
Are there any limitations to the Cloze and Zapier integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require advanced JavaScript knowledge.
- Real-time updates depend on the API rate limits of Cloze and Zapier.
- Some advanced Cloze features might not be directly accessible via Zapier.
