NoCRM and Cloze Integration

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Swap Apps

NoCRM

Cloze

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect NoCRM and Cloze

Create a New Scenario to Connect NoCRM and Cloze

In the workspace, click the β€œCreate 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 NoCRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, NoCRM or Cloze will be your first step. To do this, click "Choose an app," find NoCRM or Cloze, and select the appropriate trigger to start the scenario.

Add the NoCRM Node

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

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NoCRM

Configure the NoCRM

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

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NoCRM

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Connect NoCRM

Sign In
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Run node once

Add the Cloze Node

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

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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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NoCRM

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Connect Cloze

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Run node once

Configure the NoCRM 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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Connect Cloze

Cloze Oauth 2.0

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The action ID

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Run node once

Set Up the NoCRM 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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Webhook response

Save and Activate the Scenario

After configuring NoCRM, 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 β€œRun once” and triggering an event to check if the NoCRM and Cloze integration works as expected. Depending on your setup, data should flow between NoCRM 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 NoCRM and Cloze

NoCRM + Cloze + Google Sheets: When a new lead is created in NoCRM, relevant information is added to a Cloze person and a new row is created in Google Sheets for unified sales reporting.

Cloze + NoCRM + Slack: When a person is updated in Cloze or a lead is updated in NoCRM, send a notification to a designated Slack channel to keep the sales team informed.

NoCRM and Cloze integration alternatives

About NoCRM

Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.

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 NoCRM and Cloze

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

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

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

Can I automatically update Cloze when a deal closes in NoCRM?

Yes, with Latenode, instantly update Cloze when a NoCRM deal closes. This eliminates manual data entry, ensures consistent data across platforms, and improves sales team efficiency.

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

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

  • Create new Cloze leads from qualified NoCRM prospects automatically.
  • Sync contact information between NoCRM and Cloze in real time.
  • Trigger email sequences in Cloze based on NoCRM opportunity stages.
  • Log NoCRM activities in Cloze for a complete interaction history.
  • Update NoCRM with Cloze engagement metrics, like email opens.

Can I use JavaScript code to transform data between NoCRM and Cloze?

Yes, Latenode's JavaScript blocks let you customize data transformations. Format dates, combine fields, or apply advanced logic before syncing data.

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

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

  • Complex data transformations may require advanced JavaScript knowledge.
  • API rate limits on NoCRM or Cloze may impact high-volume data syncs.
  • Custom fields in either app require manual mapping in the workflow.

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