Nimble and Cloze Integration

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Centralize lead data by syncing Nimble and Cloze, ensuring sales teams have a single source of truth. Latenode's visual editor and affordable execution pricing make complex contact automations easier to build and scale, adding custom logic with JavaScript when needed.

Swap Apps

Nimble

Cloze

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Nimble and Cloze

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

Add the Nimble Node

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

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Nimble

Configure the Nimble

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

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Nimble

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Connect Nimble

Sign In

Run node once

Add the Cloze Node

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

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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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Nimble

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Cloze

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Connect Cloze

Sign In

Run node once

Configure the Nimble 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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Cloze Oauth 2.0

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Select an action *

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Map

The action ID

Run node once

Set Up the Nimble 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 Nimble, 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 Nimble and Cloze integration works as expected. Depending on your setup, data should flow between Nimble 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 Nimble and Cloze

Nimble + Cloze + Google Sheets: When a new contact is created in Nimble, it automatically creates or updates the same contact in Cloze, then adds a row with the contact details to a Google Sheet for centralized reporting.

Cloze + Nimble + Slack: When a project changes in Cloze, or a new task is created in Nimble, send a congratulatory message to a designated Slack channel to notify the sales team. This keeps everyone informed of progress and new activities.

Nimble and Cloze integration alternatives

About Nimble

Use Nimble within Latenode to enrich contact data and automate outreach. Update your CRM, personalize emails, and trigger follow-ups based on engagement—all visually. Latenode handles the workflow logic and scale, while Nimble provides targeted contact intelligence for smarter automation.

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 Nimble and Cloze

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

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

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

Can I automatically update Cloze deals upon Nimble contact updates?

Yes, you can! Latenode enables real-time synchronization, ensuring your Cloze deals reflect the latest Nimble contact information automatically. Enhance your sales pipeline visibility effortlessly.

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

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

  • Create new Cloze contacts from new Nimble contacts automatically.
  • Update Cloze opportunities when a Nimble deal stage changes.
  • Sync contact information between Nimble and Cloze in real-time.
  • Trigger Cloze activities based on actions in Nimble.
  • Archive Cloze contacts when corresponding Nimble contacts are removed.

Can I use JavaScript to transform data between Nimble and Cloze?

Yes! Latenode's JavaScript blocks let you customize data mapping, ensuring perfect synchronization across Nimble and Cloze using custom code.

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

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

  • Initial synchronization of large datasets can take time.
  • Custom field mappings require careful configuration.
  • API rate limits of Nimble and Cloze may affect high-volume workflows.

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