LiveChat and Cloze Integration

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Automatically create or update Cloze leads from LiveChat transcripts, ensuring no potential deal slips through. Latenode's visual editor and affordable pricing let you scale lead generation without complex code or runaway costs.

Swap Apps

LiveChat

Cloze

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect LiveChat and Cloze

Create a New Scenario to Connect LiveChat and Cloze

In the workspace, click the โ€œCreate New Scenarioโ€ button.

Add the First Step

Add the first node โ€“ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a LiveChat, triggered by another scenario, or executed manually (for testing purposes). In most cases, LiveChat or Cloze will be your first step. To do this, click "Choose an app," find LiveChat or Cloze, and select the appropriate trigger to start the scenario.

Add the LiveChat Node

Select the LiveChat node from the app selection panel on the right.

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LiveChat

Configure the LiveChat

Click on the LiveChat node to configure it. You can modify the LiveChat URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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LiveChat

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Connect LiveChat

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Run node once

Add the Cloze Node

Next, click the plus (+) icon on the LiveChat 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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LiveChat

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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.

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Cloze

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Configure the LiveChat 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.

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Run node once

Set Up the LiveChat 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 donโ€™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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Save and Activate the Scenario

After configuring LiveChat, Cloze, and any additional nodes, donโ€™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 โ€œRun onceโ€ and triggering an event to check if the LiveChat and Cloze integration works as expected. Depending on your setup, data should flow between LiveChat 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 LiveChat and Cloze

LiveChat + Cloze + Slack: When a new chat is initiated in LiveChat, a contact is created or updated in Cloze. Subsequently, a notification is sent to the sales team in Slack to inform them about the new lead.

Cloze + LiveChat + Google Sheets: When a person is updated in Cloze, this automation checks if the update originated from LiveChat by verifying communication records. If it did, the contact's information and update details are logged in a Google Sheet for reporting purposes.

LiveChat and Cloze integration alternatives

About LiveChat

Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context โ€“ all visually, and without code.

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.

See how Latenode works

FAQ LiveChat and Cloze

How can I connect my LiveChat account to Cloze using Latenode?

To connect your LiveChat account to Cloze on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select LiveChat and click on "Connect".
  • Authenticate your LiveChat and Cloze accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Cloze leads from new LiveChat transcripts?

Yes, you can! Latenode enables this with no-code blocks or JavaScript for advanced parsing. Benefit: never miss a lead and streamline your sales process immediately.

What types of tasks can I perform by integrating LiveChat with Cloze?

Integrating LiveChat with Cloze allows you to perform various tasks, including:

  • Create new Cloze contacts from LiveChat transcripts automatically.
  • Update Cloze opportunities based on LiveChat support conversations.
  • Send summaries of LiveChat interactions to Cloze as notes.
  • Trigger LiveChat chats from Cloze when deals reach certain stages.
  • Log LiveChat support tickets in Cloze for comprehensive customer views.

Can I use AI to analyze LiveChat transcripts before creating Cloze leads?

Yes! Latenode allows integrating AI to extract key data from LiveChat, ensuring accurate lead creation in Cloze and personalized follow-ups.

Are there any limitations to the LiveChat and Cloze integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Historical LiveChat data migration may require custom scripting.
  • Complex data transformations might need JavaScript coding.
  • Rate limits of LiveChat and Cloze APIs apply to high-volume workflows.

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