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Sync leads between HighLevel and Cloze to automate sales follow-ups and opportunity management. Latenode's visual editor lets you add custom logic using JavaScript and scale your automation affordably for high-volume lead processing.
Connect HighLevel and Cloze in minutes with Latenode.
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Create a New Scenario to Connect HighLevel and Cloze
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a HighLevel, triggered by another scenario, or executed manually (for testing purposes). In most cases, HighLevel or Cloze will be your first step. To do this, click "Choose an app," find HighLevel or Cloze, and select the appropriate trigger to start the scenario.
Add the HighLevel Node
Select the HighLevel node from the app selection panel on the right.
HighLevel
Configure the HighLevel
Click on the HighLevel node to configure it. You can modify the HighLevel 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 HighLevel node, select Cloze from the list of available apps, and choose the action you need from the list of nodes within Cloze.
HighLevel
β
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 HighLevel 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 HighLevel and Cloze Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
β
Cloze
Trigger on Webhook
β
HighLevel
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring HighLevel, Cloze, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the HighLevel and Cloze integration works as expected. Depending on your setup, data should flow between HighLevel and Cloze (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
HighLevel + Cloze + Google Sheets: When a new opportunity is created in HighLevel, update or create the corresponding person in Cloze. Then, add a row to a Google Sheet logging the opportunity details, including HighLevel contact information and Cloze contact details.
Cloze + HighLevel + Zoom: When a person is updated in Cloze, create a meeting in Zoom. Then, add the Zoom meeting link to the corresponding contact in HighLevel as a note, ensuring the sales team has quick access to schedule the call.
About HighLevel
Use HighLevel with Latenode to automate marketing and sales tasks. Sync leads, trigger follow-ups, and manage campaigns within visual workflows. Connect HighLevel to other apps, enrich data with AI, and scale operations without complex coding. Latenode offers flexible automation at a predictable cost.
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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 HighLevel account to Cloze using Latenode?
To connect your HighLevel account to Cloze on Latenode, follow these steps:
Can I sync new HighLevel contacts to Cloze automatically?
Yes, you can! Latenode's visual editor lets you build a workflow to automatically sync new HighLevel contacts to Cloze, ensuring seamless data flow and saving you time.
What types of tasks can I perform by integrating HighLevel with Cloze?
Integrating HighLevel with Cloze allows you to perform various tasks, including:
Can I use JavaScript code within HighLevel + Cloze workflows?
Yes, Latenode allows incorporating JavaScript for advanced logic, data transformation, and error handling within your HighLevel and Cloze automations.
Are there any limitations to the HighLevel and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: