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How to connect Gmail and Cloze
Create a New Scenario to Connect Gmail 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 Gmail, triggered by another scenario, or executed manually (for testing purposes). In most cases, Gmail or Cloze will be your first step. To do this, click "Choose an app," find Gmail or Cloze, and select the appropriate trigger to start the scenario.
Add the Gmail Node
Select the Gmail node from the app selection panel on the right.
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Add the Cloze Node
Next, click the plus (+) icon on the Gmail 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 Gmail 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 Gmail 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 Gmail, 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 Gmail and Cloze integration works as expected. Depending on your setup, data should flow between Gmail 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 Gmail and Cloze
Gmail + Cloze + Google Sheets: When a new email arrives in Gmail, it adds a communication record to Cloze. Details of this communication are then logged to a Google Sheet for tracking.
Cloze + Gmail + Slack: When a new contact is created or updated in Cloze, or when a Gmail email is logged to a Cloze contact, send a Slack notification to a specified channel.
Gmail and Cloze integration alternatives
About Gmail
Automate email tasks within Latenode. Send, receive, and manage Gmail messages as part of larger workflows. Automatically extract data from emails to update databases or trigger actions in other apps. Integrate Gmail with AI tools for content analysis or with CRMs to automate lead nurturing. Latenode's visual editor makes it easy to build scalable email automation without coding.
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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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FAQ Gmail and Cloze
How can I connect my Gmail account to Cloze using Latenode?
To connect your Gmail account to Cloze on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Gmail and Cloze and click on "Connect".
- Authenticate your Gmail and Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically log Gmail emails in Cloze?
Yes, you can! Latenode's advanced logic ensures every important email is automatically logged to the corresponding contact in Cloze, saving you time and keeping your sales pipeline updated.
What types of tasks can I perform by integrating Gmail with Cloze?
Integrating Gmail with Cloze allows you to perform various tasks, including:
- Create new Cloze contacts from incoming Gmail messages.
- Update existing Cloze contacts with email activity.
- Trigger Cloze follow-up tasks based on Gmail content.
- Automatically log sent emails from Gmail in Cloze.
- Send personalized emails via Gmail when a Cloze deal stage changes.
How secure is my Gmail data on Latenode?
Latenode employs robust security measures, including encryption and secure authentication, ensuring the safety and privacy of your Gmail data during integration.
Are there any limitations to the Gmail and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Attachment size limits may apply when transferring files between apps.
- Real-time synchronization depends on the API limits of both Gmail and Cloze.
- Advanced email formatting might not be fully supported in Cloze.
