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How to connect Instantly and Cloze
Create a New Scenario to Connect Instantly 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 Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Cloze will be your first step. To do this, click "Choose an app," find Instantly or Cloze, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
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Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly 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 Instantly 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 Instantly 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 Instantly 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 Instantly, 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 Instantly and Cloze integration works as expected. Depending on your setup, data should flow between Instantly 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 Instantly and Cloze
Instantly + Cloze + Slack: When a new lead is created in Instantly, and a corresponding person is created or updated in Cloze, a summary of this new lead and contact information is sent to a designated Slack channel.
Instantly + Cloze + Google Sheets: When a new lead is created in Instantly, the corresponding person details in Cloze, including any associated company, are added to a new row in Google Sheets for tracking and analysis of lead sources.
Instantly and Cloze integration alternatives
About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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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 Instantly and Cloze
How can I connect my Instantly account to Cloze using Latenode?
To connect your Instantly account to Cloze on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Instantly and click on "Connect".
- Authenticate your Instantly and Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze when new leads engage in Instantly campaigns?
Yes, you can! Latenode allows real-time updates, triggering Cloze actions based on Instantly events. Ensure your CRM stays current with minimal effort, thanks to efficient workflow design.
What types of tasks can I perform by integrating Instantly with Cloze?
Integrating Instantly with Cloze allows you to perform various tasks, including:
- Create new Cloze leads from successful Instantly email campaigns.
- Update existing Cloze contact information with Instantly data.
- Trigger Cloze follow-up sequences based on Instantly email engagement.
- Log Instantly email interactions within Cloze activities.
- Segment Cloze contacts based on Instantly campaign performance.
What Instantly data can I access and utilize within Latenode workflows?
You can access extensive Instantly data, including campaign statistics, email engagement metrics, and lead information, for dynamic automation.
Are there any limitations to the Instantly and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript code.
- Rate limits of both Instantly and Cloze APIs may apply.
- Historical data migration requires custom workflow design.
