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How to connect Cloze and Zoho Mail
Create a New Scenario to Connect Cloze and Zoho Mail
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 Mail will be your first step. To do this, click "Choose an app," find Cloze or Zoho Mail, 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 Zoho Mail Node
Next, click the plus (+) icon on the Cloze node, select Zoho Mail from the list of available apps, and choose the action you need from the list of nodes within Zoho Mail.
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Authenticate Zoho Mail
Now, click the Zoho Mail node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho Mail settings. Authentication allows you to use Zoho Mail through Latenode.
Configure the Cloze and Zoho Mail 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 Mail 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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Save and Activate the Scenario
After configuring Cloze, Zoho Mail, 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 Mail integration works as expected. Depending on your setup, data should flow between Cloze and Zoho Mail (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 Mail
Cloze + Google Sheets + Zoho Mail: When a new person is added or updated in Cloze, their information is logged into a Google Sheet. Subsequently, a welcome email is sent to the new contact via Zoho Mail.
Zoho Mail + Cloze + Slack: When a new email matching specific search criteria arrives in Zoho Mail, a new contact is created or updated in Cloze and a notification is sent to a designated Slack channel.
Cloze and Zoho Mail 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 Zoho Mail
Automate email tasks with Zoho Mail in Latenode. Extract attachments, monitor inboxes, send personalized messages, and trigger follow-up actions based on email content. Use Latenode to connect Zoho Mail with CRMs, databases, and other apps, creating custom workflows that save time and improve response rates without complex coding.
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See how Latenode works
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FAQ Cloze and Zoho Mail
How can I connect my Cloze account to Zoho Mail using Latenode?
To connect your Cloze account to Zoho Mail 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 Mail accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically log Zoho Mail emails in Cloze?
Yes, you can! Latenode's flexible workflow engine automates email logging. Gain complete visibility into customer communications without manual data entry.
What types of tasks can I perform by integrating Cloze with Zoho Mail?
Integrating Cloze with Zoho Mail allows you to perform various tasks, including:
- Automatically create new Cloze leads from specific Zoho Mail inboxes.
- Sync contact information between Cloze and Zoho Mail in real-time.
- Trigger Cloze follow-up tasks based on Zoho Mail email opens or clicks.
- Create summary reports of email activity directly within Cloze.
- Send personalized Zoho Mail campaigns based on Cloze deal stages.
Can I use JavaScript to enhance my Cloze + Zoho Mail automations?
Yes! Latenode supports JavaScript, allowing advanced data transformations and custom logic for sophisticated workflows.
Are there any limitations to the Cloze and Zoho Mail integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires custom workflow design.
- Complex conditional logic may necessitate JavaScript coding.
- Rate limits of Cloze and Zoho Mail APIs apply.
