Microsoft Outlook and Cloze Integration

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Sync Microsoft Outlook emails to Cloze and automatically update contact details. Latenode's no-code visual editor makes it easier, while JavaScript support allows advanced customization. Scale lead management affordably by paying only for execution time.

Swap Apps

Microsoft Outlook

Cloze

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft Outlook and Cloze

Create a New Scenario to Connect Microsoft Outlook 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 Microsoft Outlook, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft Outlook or Cloze will be your first step. To do this, click "Choose an app," find Microsoft Outlook or Cloze, and select the appropriate trigger to start the scenario.

Add the Microsoft Outlook Node

Select the Microsoft Outlook node from the app selection panel on the right.

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Microsoft Outlook

Configure the Microsoft Outlook

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

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Microsoft Outlook

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#1 Microsoft Outlook

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Connect Microsoft Outlook

Sign In

Run node once

Add the Cloze Node

Next, click the plus (+) icon on the Microsoft Outlook 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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Microsoft Outlook

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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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Microsoft Outlook

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Cloze

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#2 Cloze

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Connect Cloze

Sign In

Run node once

Configure the Microsoft Outlook 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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Microsoft Outlook

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Cloze

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Cloze Oauth 2.0

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Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the Microsoft Outlook 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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AI Anthropic Claude 3

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Cloze

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Trigger on Webhook

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Webhook response

Save and Activate the Scenario

After configuring Microsoft Outlook, 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 Microsoft Outlook and Cloze integration works as expected. Depending on your setup, data should flow between Microsoft Outlook 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 Microsoft Outlook and Cloze

Cloze + Microsoft Teams: When a new person is added in Cloze, a message is automatically sent in Microsoft Teams to the sales team with the new lead's details.

Cloze + Google Calendar + Microsoft Outlook: When a new event is added or modified in Cloze, create or update the event in Google Calendar. Then, use Outlook to send invitations to all attendees.

Microsoft Outlook and Cloze integration alternatives

About Microsoft Outlook

Automate email tasks with Microsoft Outlook in Latenode. Send personalized emails, track replies, or create calendar events based on triggers from other apps. Latenode lets you integrate Outlook with your CRM, database, or other tools in visual workflows. Manage email flow without manual work, customize it with code, and scale it on demand.

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 Microsoft Outlook and Cloze

How can I connect my Microsoft Outlook account to Cloze using Latenode?

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

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

Can I automatically save new Outlook contacts to Cloze?

Yes, you can! With Latenode, automatically saving new Microsoft Outlook contacts to Cloze is simple. This ensures your Cloze CRM stays updated, saving you time and improving contact management.

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

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

  • Create new Cloze people from incoming Microsoft Outlook email senders.
  • Log Microsoft Outlook emails as activities automatically in Cloze.
  • Update Cloze opportunities when specific emails are received.
  • Trigger Microsoft Outlook email campaigns from Cloze stage changes.
  • Synchronize Microsoft Outlook calendar events with Cloze meetings.

How reliably can Latenode process large email volumes from Outlook?

Latenode's architecture is designed for scalability, reliably processing high volumes of Microsoft Outlook emails using queues and parallel execution for consistent performance.

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

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

  • Attachments from Microsoft Outlook emails might require separate parsing.
  • Historical data migration from Microsoft Outlook to Cloze may need custom handling.
  • Complex conditional logic may require JavaScript for advanced use cases.

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