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How to connect HubSpot and Cloze
Create a New Scenario to Connect HubSpot 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 HubSpot, triggered by another scenario, or executed manually (for testing purposes). In most cases, HubSpot or Cloze will be your first step. To do this, click "Choose an app," find HubSpot or Cloze, and select the appropriate trigger to start the scenario.
Add the HubSpot Node
Select the HubSpot node from the app selection panel on the right.
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Add the Cloze Node
Next, click the plus (+) icon on the HubSpot 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 HubSpot 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 HubSpot 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 HubSpot, 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 HubSpot and Cloze integration works as expected. Depending on your setup, data should flow between HubSpot 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 HubSpot and Cloze
HubSpot + Cloze + Slack: When a new contact is created in HubSpot, a corresponding person is created or updated in Cloze. A notification is then sent to a designated Slack channel to alert the sales team.
Cloze + HubSpot + Google Sheets: When a deal is updated in Cloze, the automation fetches the associated HubSpot deal data and logs it in a Google Sheet for reporting purposes.
HubSpot and Cloze integration alternatives
About HubSpot
Sync HubSpot contacts, deals, and marketing data with other apps in Latenode for automated workflows. Update records, trigger email sequences based on behavior, or generate reports. Use Latenode’s visual editor and affordable pricing to build complex, scalable marketing automation without code or per-step fees. Connect to CRMs, databases, and analytics tools.
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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 HubSpot and Cloze
How can I connect my HubSpot account to Cloze using Latenode?
To connect your HubSpot account to Cloze on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select HubSpot and click on "Connect".
- Authenticate your HubSpot and Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new HubSpot contacts to Cloze?
Yes, you can! Latenode automates this, ensuring seamless contact synchronization, eliminating manual data entry, and keeping your sales teams aligned with the latest information.
What types of tasks can I perform by integrating HubSpot with Cloze?
Integrating HubSpot with Cloze allows you to perform various tasks, including:
- Creating Cloze contacts from new HubSpot form submissions.
- Updating Cloze opportunities when HubSpot deals change stages.
- Triggering HubSpot workflows from Cloze activity.
- Adding new HubSpot leads to Cloze as potential customers.
- Syncing HubSpot company data with corresponding Cloze accounts.
How can I transform my HubSpot data in Latenode?
Latenode allows you to use JavaScript or AI to transform HubSpot data before sending it to Cloze, enabling you to customize data for ideal compatibility.
Are there any limitations to the HubSpot and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on the API limits of HubSpot and Cloze.
- Historical data migration might require batch processing.
