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Automatically add new Formaloo leads to Cloze as contacts and track their engagement, ensuring seamless sales pipeline management. Latenode’s visual editor and affordable execution costs make this complex automation easy to build and scale affordably.
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Formaloo
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Create a New Scenario to Connect Formaloo 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 Formaloo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formaloo or Cloze will be your first step. To do this, click "Choose an app," find Formaloo or Cloze, and select the appropriate trigger to start the scenario.
Add the Formaloo Node
Select the Formaloo node from the app selection panel on the right.
Formaloo
Configure the Formaloo
Click on the Formaloo node to configure it. You can modify the Formaloo 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 Formaloo node, select Cloze from the list of available apps, and choose the action you need from the list of nodes within Cloze.
Formaloo
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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.
Configure the Formaloo 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 Formaloo and Cloze Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Cloze
Trigger on Webhook
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Formaloo
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Formaloo, 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 Formaloo and Cloze integration works as expected. Depending on your setup, data should flow between Formaloo and Cloze (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Formaloo + Cloze + Slack: When a new form is submitted in Formaloo, a new person is created or updated in Cloze, and a notification is sent to a designated Slack channel.
Cloze + Formaloo + Google Sheets: When a project changes in Cloze, the customer feedback form link is updated in Formaloo, and the details are logged in Google Sheets.
About Formaloo
Use Formaloo in Latenode to build forms and surveys, then automate follow-up tasks. Capture data via Formaloo and trigger workflows to update databases, send personalized emails, or create support tickets. Automate form-based data entry, reducing manual work. Using Latenode adds logic, integrations, and scheduling that Formaloo alone can't handle.
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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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How can I connect my Formaloo account to Cloze using Latenode?
To connect your Formaloo account to Cloze on Latenode, follow these steps:
Can I automatically update Cloze contacts from new Formaloo submissions?
Yes, with Latenode! Automatically update Cloze contacts whenever a new entry is submitted in Formaloo. Streamline your sales process and ensure your CRM is always up-to-date without manual data entry.
What types of tasks can I perform by integrating Formaloo with Cloze?
Integrating Formaloo with Cloze allows you to perform various tasks, including:
How does Latenode handle Formaloo form data transformations?
Latenode offers visual data mapping and JavaScript functions to transform Formaloo data before sending it to Cloze, ensuring perfect field alignment.
Are there any limitations to the Formaloo and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: