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How to connect Contacts+ and Cloze
Create a New Scenario to Connect Contacts+ and Cloze
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 Contacts+, triggered by another scenario, or executed manually (for testing purposes). In most cases, Contacts+ or Cloze will be your first step. To do this, click "Choose an app," find Contacts+ or Cloze, and select the appropriate trigger to start the scenario.
Add the Contacts+ Node
Select the Contacts+ node from the app selection panel on the right.
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Configure the Contacts+
Click on the Contacts+ node to configure it. You can modify the Contacts+ URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Cloze Node
Next, click the plus (+) icon on the Contacts+ node, select Cloze from the list of available apps, and choose the action you need from the list of nodes within Cloze.
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Authenticate Cloze
Now, click the Cloze node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cloze settings. Authentication allows you to use Cloze through Latenode.
Configure the Contacts+ and Cloze 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 Contacts+ and Cloze 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 Contacts+, Cloze, 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 Contacts+ and Cloze integration works as expected. Depending on your setup, data should flow between Contacts+ and Cloze (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Contacts+ and Cloze
Contacts+ + Cloze + Google Sheets: When a new contact is created in Contacts+, their information and the associated deal stage from Cloze are logged in a Google Sheet for reporting and tracking purposes.
Cloze + Contacts+ + Slack: When a contact's deal stage is updated in Cloze, the automation retrieves the contact's information from Contacts+ and sends a notification to a designated Slack channel with the updated deal stage and contact details.
Contacts+ and Cloze integration alternatives
About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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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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See how Latenode works
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FAQ Contacts+ and Cloze
How can I connect my Contacts+ account to Cloze using Latenode?
To connect your Contacts+ account to Cloze on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Contacts+ and click on "Connect".
- Authenticate your Contacts+ and Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze contacts from Contacts+?
Yes, you can! Latenode lets you sync Contacts+ and Cloze in real-time. Ensure your Cloze data is always current and accurate with automated updates, and reduce manual work.
What types of tasks can I perform by integrating Contacts+ with Cloze?
Integrating Contacts+ with Cloze allows you to perform various tasks, including:
- Create new Cloze contacts from new Contacts+ entries.
- Update existing Cloze contacts with information from Contacts+.
- Trigger Cloze activities when a Contacts+ contact is updated.
- Sync contact details between both platforms automatically.
- Enrich contact data in Cloze using Contacts+ information.
Can I filter Contacts+ data before it reaches Cloze?
Yes, you can. Latenode's visual editor lets you filter and transform data with no-code tools, JavaScript, or AI before syncing with Cloze.
Are there any limitations to the Contacts+ and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits imposed by Contacts+ and Cloze APIs apply.
- Initial synchronization of large datasets can take time.
