.svg){kind=icon}
How to connect Cloze and Zoho Creator
Create a New Scenario to Connect Cloze and Zoho Creator
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 Creator will be your first step. To do this, click "Choose an app," find Cloze or Zoho Creator, 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 Creator Node
Next, click the plus (+) icon on the Cloze node, select Zoho Creator from the list of available apps, and choose the action you need from the list of nodes within Zoho Creator.
1
Cloze
⚙
+
2
Zoho Creator
Authenticate Zoho Creator
Now, click the Zoho Creator node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho Creator settings. Authentication allows you to use Zoho Creator through Latenode.
Configure the Cloze and Zoho Creator 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 Creator 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 Creator
1
Trigger on Webhook
⚙
2
Cloze
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Cloze, Zoho Creator, 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 Creator integration works as expected. Depending on your setup, data should flow between Cloze and Zoho Creator (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 Creator
Zoho Creator + Cloze + Slack: When a new record is created in Zoho Creator, fetch contact details from Cloze, and send a notification to a designated Slack channel to alert the sales team about the new lead.
Zoho Creator + Cloze + Google Sheets: When a new record is added to Zoho Creator, fetch corresponding contact details from Cloze, and log both the Zoho Creator entry and Cloze contact details in a Google Sheet for reporting purposes.
Cloze and Zoho Creator 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 Creator
Use Zoho Creator in Latenode to automate custom app workflows. Integrate form data with other services, automate approvals, or sync data across platforms. Latenode adds visual flow control, advanced logic, and scaling without per-step costs. Connect your data and automate processes beyond Zoho's limits.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Cloze and Zoho Creator
How can I connect my Cloze account to Zoho Creator using Latenode?
To connect your Cloze account to Zoho Creator 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 Creator accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Zoho Creator records when new Cloze deals close?
Yes, you can! Latenode lets you trigger updates in Zoho Creator when deals close in Cloze, ensuring real-time data sync. Keep your records aligned with zero manual input.
What types of tasks can I perform by integrating Cloze with Zoho Creator?
Integrating Cloze with Zoho Creator allows you to perform various tasks, including:
- Create new Zoho Creator records from qualified Cloze leads.
- Update existing contact information across both platforms.
- Generate custom reports in Zoho Creator based on Cloze deal stages.
- Automatically send personalized emails via Zoho Creator on Cloze triggers.
- Sync Cloze activity logs with Zoho Creator for comprehensive tracking.
How does Latenode handle complex data transformations for Cloze fields?
Latenode provides robust data mapping and transformation tools, including JavaScript blocks, to customize the flow of information between Cloze and Zoho Creator.
Are there any limitations to the Cloze and Zoho Creator integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- API call limits imposed by Cloze and Zoho Creator may affect high-volume workflows.
- Custom field types in Cloze might require specific data transformation logic in Latenode.
- Real-time synchronization depends on the polling intervals set within the workflow.
