Cloze and Zoho Zeptomail Integration

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Automatically trigger targeted email campaigns in Zoho Zeptomail based on new opportunities created in Cloze. Latenode's visual editor and affordable execution-based pricing make scaling personalized outreach simple and cost-effective.

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Cloze

Zoho Zeptomail

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Cloze and Zoho Zeptomail

Create a New Scenario to Connect Cloze and Zoho Zeptomail

In the workspace, click the β€œCreate 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 Zeptomail will be your first step. To do this, click "Choose an app," find Cloze or Zoho Zeptomail, 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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Cloze

Configure the Cloze

Click on the Cloze node to configure it. You can modify the Cloze URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Cloze

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Run node once

Add the Zoho Zeptomail Node

Next, click the plus (+) icon on the Cloze node, select Zoho Zeptomail from the list of available apps, and choose the action you need from the list of nodes within Zoho Zeptomail.

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Zoho Zeptomail

Authenticate Zoho Zeptomail

Now, click the Zoho Zeptomail node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho Zeptomail settings. Authentication allows you to use Zoho Zeptomail through Latenode.

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Connect Zoho Zeptomail

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Run node once

Configure the Cloze and Zoho Zeptomail Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Zoho Zeptomail Oauth 2.0

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Run node once

Set Up the Cloze and Zoho Zeptomail 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 Zeptomail, 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 β€œRun once” and triggering an event to check if the Cloze and Zoho Zeptomail integration works as expected. Depending on your setup, data should flow between Cloze and Zoho Zeptomail (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 Zeptomail

Cloze + Google Sheets + Zoho Zeptomail: When a person's information changes in Cloze, their updated details are logged in a Google Sheet. A summary of these changes is then automatically emailed via Zoho Zeptomail.

Zoho Zeptomail + Cloze + Slack: When an email is sent via Zoho Zeptomail, create a communication record of that activity within the recipient's contact profile in Cloze. Then, notify the marketing team channel in Slack about the email that was sent.

Cloze and Zoho Zeptomail 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.

About Zoho Zeptomail

Use Zoho Zeptomail in Latenode to automate transactional emails. Send welcome messages, password resets, and order confirmations automatically. Connect Zeptomail to any trigger (CRM updates, database changes) within Latenode's visual builder. Add custom logic and format data with JavaScript nodes to personalize messages, avoiding manual coding and scaling email sending without limits.

See how Latenode works

FAQ Cloze and Zoho Zeptomail

How can I connect my Cloze account to Zoho Zeptomail using Latenode?

To connect your Cloze account to Zoho Zeptomail 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 Zeptomail accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automate personalized email campaigns based on Cloze deal stages?

Yes, with Latenode! Trigger Zoho Zeptomail campaigns when deals reach specific Cloze stages, ensuring timely, relevant communication. Leverage advanced logic and AI for optimal results.

What types of tasks can I perform by integrating Cloze with Zoho Zeptomail?

Integrating Cloze with Zoho Zeptomail allows you to perform various tasks, including:

  • Automatically adding new Cloze contacts to Zoho Zeptomail mailing lists.
  • Updating contact information in Zoho Zeptomail based on Cloze updates.
  • Triggering email sequences in Zoho Zeptomail for new Cloze opportunities.
  • Logging Zoho Zeptomail email activity back to Cloze as interactions.
  • Sending personalized follow-up emails via Zoho Zeptomail after Cloze meetings.

How do I handle custom fields from Cloze within Latenode?

Latenode allows you to map and use custom fields from Cloze directly in your Zoho Zeptomail workflows, enabling truly personalized automation.

Are there any limitations to the Cloze and Zoho Zeptomail integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Initial setup requires valid API keys for both Cloze and Zoho Zeptomail.
  • Complex workflows with very high data volumes may require optimization.
  • Real-time synchronization is subject to the API rate limits of each service.

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