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How to connect Getform and Cloze
Create a New Scenario to Connect Getform 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 Getform, triggered by another scenario, or executed manually (for testing purposes). In most cases, Getform or Cloze will be your first step. To do this, click "Choose an app," find Getform or Cloze, and select the appropriate trigger to start the scenario.
Add the Getform Node
Select the Getform node from the app selection panel on the right.
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Add the Cloze Node
Next, click the plus (+) icon on the Getform 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 Getform 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 Getform 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 Getform, 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 Getform and Cloze integration works as expected. Depending on your setup, data should flow between Getform 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 Getform and Cloze
Getform + Cloze + Slack: When a new form is submitted via Getform, a new person is created or updated in Cloze. Then, a message is sent to a Slack channel to notify the sales team of the new submission and lead.
Getform + Cloze + Google Sheets: When a new form submission is received via Getform, the corresponding lead information is created or updated in Cloze. The same form data is also added as a new row in a Google Sheet for tracking and analysis.
Getform and Cloze integration alternatives
About Getform
Use Getform inside Latenode to capture form submissions and instantly trigger automated workflows. Route form data to databases, CRMs, or email marketing tools. Validate and transform entries with JS code blocks, AI, or no-code tools. Easily build multi-step automations without complex coding and scale up your lead capture processes.
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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 Getform and Cloze
How can I connect my Getform account to Cloze using Latenode?
To connect your Getform account to Cloze on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Getform and click on "Connect".
- Authenticate your Getform and Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze leads with new Getform submissions?
Yes, with Latenode, seamlessly update Cloze leads upon each new Getform submission. Centralize lead data and automate updates for more efficient sales tracking and follow-up.
What types of tasks can I perform by integrating Getform with Cloze?
Integrating Getform with Cloze allows you to perform various tasks, including:
- Create new Cloze leads from incoming Getform submissions.
- Update existing Cloze contacts with Getform survey responses.
- Trigger follow-up sequences in Cloze based on Getform data.
- Log Getform submission details as notes in Cloze activities.
- Segment Cloze contacts based on specific Getform answers.
How secure is my Getform data when using Latenode integrations?
Latenode employs advanced encryption and security protocols, safeguarding your Getform data during transfer and processing for secure automation workflows.
Are there any limitations to the Getform and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- File uploads from Getform might require additional parsing for Cloze compatibility.
- Complex Getform logic may need custom JavaScript within Latenode.
- Cloze API rate limits can affect high-volume Getform submission processing.
