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Automatically add new Formsite submissions to Cloze as contacts or deals. Latenode lets you customize data mapping and use JavaScript for advanced data transforms, creating precise workflows without complex coding, all at an affordable cost.
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Formsite
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Create a New Scenario to Connect Formsite and Cloze
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Formsite, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formsite or Cloze will be your first step. To do this, click "Choose an app," find Formsite or Cloze, and select the appropriate trigger to start the scenario.
Add the Formsite Node
Select the Formsite node from the app selection panel on the right.
Formsite
Configure the Formsite
Click on the Formsite node to configure it. You can modify the Formsite 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 Formsite node, select Cloze from the list of available apps, and choose the action you need from the list of nodes within Cloze.
Formsite
โ
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 Formsite 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 Formsite and Cloze Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
โ
AI Anthropic Claude 3
โ
Cloze
Trigger on Webhook
โ
Formsite
โ
โ
Iterator
โ
Webhook response
Save and Activate the Scenario
After configuring Formsite, Cloze, and any additional nodes, donโt 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 โRun onceโ and triggering an event to check if the Formsite and Cloze integration works as expected. Depending on your setup, data should flow between Formsite and Cloze (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Formsite + Cloze + Slack: When a new form is submitted in Formsite, a new contact is created or updated in Cloze. A notification is then sent via Slack to a designated channel to alert sales representatives.
Formsite + Cloze + Google Sheets: Upon receiving a new form submission in Formsite, the corresponding contact in Cloze is updated or created. The details of the submission and contact are then logged in a Google Sheet for record-keeping and analysis.
About Formsite
Formsite form data becomes actionable in Latenode. Automatically process submissions: validate, filter, and route info to databases, CRMs, or other apps. Trigger follow-up emails or create tasks based on form responses. Enhance data with AI and custom JS logic inside Latenode for efficient workflows.
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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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Connect Formsite and Cloze in minutes with Latenode.
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How can I connect my Formsite account to Cloze using Latenode?
To connect your Formsite account to Cloze on Latenode, follow these steps:
Can I automatically update Cloze leads with new Formsite submissions?
Yes, Latenode enables automatic lead updates. When a new form is submitted, trigger an update in Cloze, ensuring your sales team has the freshest data, all without manual entry.
What types of tasks can I perform by integrating Formsite with Cloze?
Integrating Formsite with Cloze allows you to perform various tasks, including:
Can I use conditional logic based on Formsite data in Latenode?
Yes, Latenode supports advanced conditional logic. Process form data and trigger different actions in Cloze based on specific criteria.
Are there any limitations to the Formsite and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: