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Sync Cloze leads to Zoho Desk as new support tickets, ensuring seamless handoffs. Latenode's visual editor makes it easy to customize the data flow without code, and affordable pricing means you only pay for what you use as you scale.
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Create a New Scenario to Connect Cloze and Zoho Desk
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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 Desk will be your first step. To do this, click "Choose an app," find Cloze or Zoho Desk, 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 Desk Node
Next, click the plus (+) icon on the Cloze node, select Zoho Desk from the list of available apps, and choose the action you need from the list of nodes within Zoho Desk.
Cloze
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Zoho Desk
Authenticate Zoho Desk
Now, click the Zoho Desk node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho Desk settings. Authentication allows you to use Zoho Desk through Latenode.
Configure the Cloze and Zoho Desk 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 Desk 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 Desk
Trigger on Webhook
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Cloze
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Cloze, Zoho Desk, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Cloze and Zoho Desk integration works as expected. Depending on your setup, data should flow between Cloze and Zoho Desk (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Cloze + Zoho Desk + Slack: When a project changes in Cloze, a support ticket is created in Zoho Desk, and a notification is sent to a designated sales channel in Slack to inform the team.
Zoho Desk + Cloze + Google Sheets: When a new comment is added to a ticket in Zoho Desk, the corresponding project in Cloze is updated, and the information is logged in a Google Sheet for reporting purposes.
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 Desk
Integrate Zoho Desk with Latenode to automate support workflows. Automatically create tickets from specific events, update customer data across systems, or trigger custom actions based on ticket status. Use Latenode's visual editor and no-code tools to streamline processes and improve response times, scaling your support operations without code.
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How can I connect my Cloze account to Zoho Desk using Latenode?
To connect your Cloze account to Zoho Desk on Latenode, follow these steps:
Can I automatically create Zoho Desk tickets from new Cloze leads?
Yes, you can! Latenode allows real-time ticket creation. This ensures faster response times and better lead management across sales and support teams.
What types of tasks can I perform by integrating Cloze with Zoho Desk?
Integrating Cloze with Zoho Desk allows you to perform various tasks, including:
Can I use custom JavaScript functions with my Cloze data?
Yes! Latenode supports custom JavaScript, allowing flexible data manipulation and powerful, complex automation within your workflows.
Are there any limitations to the Cloze and Zoho Desk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: