ConvertKit and Cloze Integration

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ConvertKit

Cloze

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect ConvertKit and Cloze

Create a New Scenario to Connect ConvertKit 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 ConvertKit, triggered by another scenario, or executed manually (for testing purposes). In most cases, ConvertKit or Cloze will be your first step. To do this, click "Choose an app," find ConvertKit or Cloze, and select the appropriate trigger to start the scenario.

Add the ConvertKit Node

Select the ConvertKit node from the app selection panel on the right.

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ConvertKit

Configure the ConvertKit

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

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ConvertKit

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Connect ConvertKit

Sign In

Run node once

Add the Cloze Node

Next, click the plus (+) icon on the ConvertKit 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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Cloze

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.

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ConvertKit

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Cloze

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Connect Cloze

Sign In

Run node once

Configure the ConvertKit 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.

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Map

The action ID

Run node once

Set Up the ConvertKit 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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Webhook response

Save and Activate the Scenario

After configuring ConvertKit, 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 ConvertKit and Cloze integration works as expected. Depending on your setup, data should flow between ConvertKit 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 ConvertKit and Cloze

ConvertKit + Calendly + Cloze: When a new subscriber joins ConvertKit, find the person in Cloze or create them. Then, schedule a welcome call in Calendly for that person.

Cloze + ConvertKit + Gmail: When a project changes in Cloze, add the corresponding customer to a ConvertKit sequence and send a confirmation email from Gmail.

ConvertKit and Cloze integration alternatives

About ConvertKit

Automate email marketing with ConvertKit in Latenode. Sync new subscribers, trigger campaigns based on events, and segment lists dynamically. Connect ConvertKit to any app via Latenode's visual editor. Enrich data and personalize flows with JavaScript, ensuring relevant messaging and optimized deliverability, without complex coding.

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.

See how Latenode works

FAQ ConvertKit and Cloze

How can I connect my ConvertKit account to Cloze using Latenode?

To connect your ConvertKit account to Cloze on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select ConvertKit and click on "Connect".
  • Authenticate your ConvertKit and Cloze accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Cloze contacts from new ConvertKit subscribers?

Yes, absolutely! Latenode lets you sync ConvertKit subscribers to Cloze instantly. Keep your sales team informed with updated contact data, enriching leads effortlessly.

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

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

  • Add new ConvertKit subscribers as contacts in Cloze automatically.
  • Update Cloze contact information when a ConvertKit subscriber's details change.
  • Trigger Cloze activities when a subscriber joins a ConvertKit sequence.
  • Segment Cloze contacts based on ConvertKit tags or custom fields.
  • Create personalized follow-up sequences in Cloze for new subscribers.

How can I use webhooks with ConvertKit on Latenode?

Latenode supports ConvertKit webhooks, enabling real-time triggers. Instantly automate tasks like updating Cloze contacts when a subscriber unsubscribes.

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

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

  • Complex workflows might require JavaScript knowledge.
  • Rate limits from ConvertKit and Cloze APIs apply.
  • Initial data synchronization may take time for large accounts.

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