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Sync leads and contacts between Cloze and Zoho CRM using Latenode’s visual editor for custom data mapping. Scale your sales automation affordably and add custom JavaScript logic for advanced data transformations.
Connect Cloze and Zoho CRM in minutes with Latenode.
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Create a New Scenario to Connect Cloze and Zoho CRM
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 CRM will be your first step. To do this, click "Choose an app," find Cloze or Zoho CRM, 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.
Cloze
Add the Zoho CRM Node
Next, click the plus (+) icon on the Cloze node, select Zoho CRM from the list of available apps, and choose the action you need from the list of nodes within Zoho CRM.
Cloze
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Zoho CRM
Authenticate Zoho CRM
Now, click the Zoho CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho CRM settings. Authentication allows you to use Zoho CRM through Latenode.
Configure the Cloze and Zoho CRM 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 CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Zoho CRM
Trigger on Webhook
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Cloze
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Cloze, Zoho CRM, 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 CRM integration works as expected. Depending on your setup, data should flow between Cloze and Zoho CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Cloze + Zoho CRM + Slack: When a person is created or updated in Cloze, if that person is associated with a Zoho CRM contact, a notification is sent to a specified Slack channel.
Zoho CRM + Cloze + Google Sheets: When a contact is created or updated in Zoho CRM, the flow searches for related email interactions in Cloze and records the details (sender, recipient, subject, body) in a Google Sheet for reporting and analysis.
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 Zoho CRM
Connect Zoho CRM to Latenode and automate your sales processes. Automatically update records, trigger email sequences, and sync data with other apps. Streamline lead management and reporting by combining Zoho CRM's features with Latenode's visual editor, AI assistance, and custom code options. Scale workflows affordably with flexible execution-based pricing.
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How can I connect my Cloze account to Zoho CRM using Latenode?
To connect your Cloze account to Zoho CRM on Latenode, follow these steps:
Can I sync new Cloze contacts to Zoho CRM automatically?
Yes, you can! Latenode allows real-time synchronization, ensuring new Cloze contacts are instantly added to Zoho CRM. Benefit from streamlined data and focused workflows.
What types of tasks can I perform by integrating Cloze with Zoho CRM?
Integrating Cloze with Zoho CRM allows you to perform various tasks, including:
Can I use JavaScript code to transform data between Cloze and Zoho CRM?
Yes! Latenode allows you to use JavaScript to customize data mapping, ensuring perfect compatibility between Cloze and Zoho CRM fields.
Are there any limitations to the Cloze and Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: