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How to connect Cloze and Zoom
Create a New Scenario to Connect Cloze and Zoom
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 Zoom will be your first step. To do this, click "Choose an app," find Cloze or Zoom, 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 Zoom Node
Next, click the plus (+) icon on the Cloze node, select Zoom from the list of available apps, and choose the action you need from the list of nodes within Zoom.
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Authenticate Zoom
Now, click the Zoom node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoom settings. Authentication allows you to use Zoom through Latenode.
Configure the Cloze and Zoom 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 Zoom 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Cloze, Zoom, 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 Zoom integration works as expected. Depending on your setup, data should flow between Cloze and Zoom (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 Zoom
Cloze + Zoom + Google Calendar: When a deal stage changes in Cloze, a Zoom meeting is automatically scheduled, and an event is created in Google Calendar to reflect this meeting.
Zoom + Cloze + Slack: After a Zoom meeting ends, action items are added as a note to the relevant contact in Cloze, and the contact owner is notified via a Slack message.
Cloze and Zoom 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 Zoom
Automate Zoom meeting tasks in Latenode. Trigger actions based on meeting events (start, end, participant join), send notifications, or log data. Combine Zoom with other apps; for example, automatically create follow-up tasks or update databases based on call outcomes. The visual editor and flexible logic blocks simplify complex workflows, without code.
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See how Latenode works
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FAQ Cloze and Zoom
How can I connect my Cloze account to Zoom using Latenode?
To connect your Cloze account to Zoom 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 Zoom accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically schedule Zoom meetings from Cloze opportunities?
Yes, using Latenode, automate meeting creation upon opportunity stage changes. This saves time and ensures timely follow-ups, boosting sales velocity by eliminating manual scheduling.
What types of tasks can I perform by integrating Cloze with Zoom?
Integrating Cloze with Zoom allows you to perform various tasks, including:
- Automatically creating Zoom meetings when a new lead is added to Cloze.
- Sending Zoom meeting recordings to Cloze as a note under the contact.
- Updating Cloze opportunity stages based on Zoom meeting attendance.
- Triggering follow-up tasks in Cloze after a Zoom meeting concludes.
- Sending meeting summaries from Zoom to Cloze using AI summarization.
How secure is my Cloze data when using Latenode?
Latenode employs robust security measures, including encryption and access controls, ensuring your Cloze data remains safe during automation processes.
Are there any limitations to the Cloze and Zoom integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Cloze may require JavaScript transformation.
- High Zoom API usage can be subject to Zoom's rate limits.
- Historical data migration between Cloze and Zoom requires manual setup.
