.svg){kind=icon}
How to connect Cloze and Zoho Cliq
Create a New Scenario to Connect Cloze and Zoho Cliq
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 Zoho Cliq will be your first step. To do this, click "Choose an app," find Cloze or Zoho Cliq, 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.
+
1
Cloze
Add the Zoho Cliq Node
Next, click the plus (+) icon on the Cloze node, select Zoho Cliq from the list of available apps, and choose the action you need from the list of nodes within Zoho Cliq.
1
Cloze
⚙
+
2
Zoho Cliq
Authenticate Zoho Cliq
Now, click the Zoho Cliq node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho Cliq settings. Authentication allows you to use Zoho Cliq through Latenode.
Configure the Cloze and Zoho Cliq 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 Zoho Cliq 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Zoho Cliq
1
Trigger on Webhook
⚙
2
Cloze
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Cloze, Zoho Cliq, 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 Zoho Cliq integration works as expected. Depending on your setup, data should flow between Cloze and Zoho Cliq (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 Zoho Cliq
Cloze + Google Sheets + Zoho Cliq: When a new person is added or updated in Cloze, their information is added as a new row in a Google Sheet. Then, a message is sent to a Zoho Cliq channel to notify the team of the new contact.
Zoho Cliq + Cloze + Google Calendar: When a message is sent in Zoho Cliq containing specific keywords related to scheduling, the flow creates a follow-up meeting in Google Calendar based on recent deal updates from Cloze. It first finds deal updates, then creates calendar event.
Cloze and Zoho Cliq 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.
Similar apps
Related categories
About Zoho Cliq
Integrate Zoho Cliq with Latenode to automate team communication based on real-time triggers. Post messages to channels when specific events occur in other apps. Manage approvals, send notifications, and monitor project status changes automatically. Build custom workflows for efficient collaboration without manual steps, using Latenode's visual editor and API support for advanced logic.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Cloze and Zoho Cliq
How can I connect my Cloze account to Zoho Cliq using Latenode?
To connect your Cloze account to Zoho Cliq 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 Zoho Cliq accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I get notified in Zoho Cliq when a new lead is created in Cloze?
Yes, you can! With Latenode, you can easily create a workflow that triggers a Zoho Cliq notification upon new Cloze lead creation, ensuring immediate team awareness and faster response times.
What types of tasks can I perform by integrating Cloze with Zoho Cliq?
Integrating Cloze with Zoho Cliq allows you to perform various tasks, including:
- Send Cliq messages for new Cloze opportunity creation.
- Post Cloze contact updates to a dedicated Cliq channel.
- Create Cliq tasks when Cloze deals reach a specific stage.
- Share Cloze reports in Cliq for team collaboration.
- Automatically update Cliq status based on Cloze activity.
Can Latenode handle complex data transformations between Cloze and Zoho Cliq?
Yes, Latenode excels at data transformations. Use built-in functions or JavaScript to map, format, and manipulate data flowing between Cloze and Zoho Cliq seamlessly.
Are there any limitations to the Cloze and Zoho Cliq integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time updates are subject to API rate limits of both Cloze and Zoho Cliq.
- Complex data mappings may require some JavaScript knowledge.
- Initial setup requires valid API keys and permissions for both platforms.
