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How to connect Drip and Cloze
Create a New Scenario to Connect Drip 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 Drip, triggered by another scenario, or executed manually (for testing purposes). In most cases, Drip or Cloze will be your first step. To do this, click "Choose an app," find Drip or Cloze, and select the appropriate trigger to start the scenario.
Add the Drip Node
Select the Drip node from the app selection panel on the right.
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Add the Cloze Node
Next, click the plus (+) icon on the Drip 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 Drip 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 Drip 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 Drip, 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 Drip and Cloze integration works as expected. Depending on your setup, data should flow between Drip 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 Drip and Cloze
Drip + Cloze + Calendly: When a subscriber clicks a specific link in a Drip email campaign, their contact information is used to find the corresponding person in Cloze. Then, a Calendly event is created with that person.
Cloze + Drip + Slack: When a deal closes in Cloze, the contact's information is added or updated in Drip and subscribed to a customer welcome campaign. A notification is then sent to a Slack channel to inform the sales team.
Drip and Cloze integration alternatives
About Drip
Use Drip in Latenode for automated marketing workflows. Sync customer data, trigger personalized email campaigns based on events, and analyze results. Scale your email marketing by connecting Drip to other apps in Latenode via visual flows. Benefit from advanced logic and data transformations to precisely target your audience.
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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 Drip and Cloze
How can I connect my Drip account to Cloze using Latenode?
To connect your Drip account to Cloze on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Drip and click on "Connect".
- Authenticate your Drip and Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add Cloze contacts to Drip?
Yes, you can! Latenode allows seamless contact synchronization between Cloze and Drip. Ensure leads are nurtured in Drip the moment they're added to Cloze, automating your sales follow-up.
What types of tasks can I perform by integrating Drip with Cloze?
Integrating Drip with Cloze allows you to perform various tasks, including:
- Create new Drip subscribers from new Cloze contacts automatically.
- Update Drip subscriber tags based on Cloze deal stages.
- Trigger Drip email campaigns when deals reach specific milestones in Cloze.
- Log Cloze activities as custom events in Drip for detailed tracking.
- Send personalized SMS messages via Drip based on Cloze data.
Can I use custom fields from Drip within Cloze workflows?
Yes, Latenode supports mapping custom fields. Access Drip's data directly within Cloze, enhancing personalization and triggering relevant actions.
Are there any limitations to the Drip 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.
- Real-time updates depend on the API rate limits of Drip and Cloze.
- Historical data migration between the two platforms needs separate handling.
