Ontraport and Cloze Integration

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Sync leads between Ontraport and Cloze to align marketing and sales efforts. Latenode's visual editor simplifies complex lead routing logic. Customize data transforms with JavaScript, scale affordably, and ensure seamless handoffs.

Swap Apps

Ontraport

Cloze

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Ontraport and Cloze

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

Add the Ontraport Node

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

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Ontraport

Configure the Ontraport

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

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Ontraport

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Connect Ontraport

Sign In

Run node once

Add the Cloze Node

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

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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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Ontraport

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Cloze

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Connect Cloze

Sign In

Run node once

Configure the Ontraport 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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The action ID

Run node once

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

Ontraport + Cloze + Google Sheets: When a new contact is created in Ontraport, the automation creates or updates the contact in Cloze. Finally, the new contact's information is logged in a Google Sheet for reporting purposes.

Cloze + Ontraport + Slack: When a person is changed in Cloze, the automation checks if a tag is added to that person in Ontraport. If the 'customer' tag is added to the lead, a message is sent to a specified Slack channel to notify the sales team.

Ontraport and Cloze integration alternatives

About Ontraport

Use Ontraport with Latenode to automate marketing and sales tasks. Sync contacts, trigger campaigns, and update customer data based on actions in other apps. Build complex workflows visually, adding custom logic with JavaScript or AI for personalized experiences. Scale marketing automation affordably, paying only for execution time.

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 Ontraport and Cloze

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

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

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

Can I synchronize new Ontraport contacts to Cloze automatically?

Yes, you can! Latenode’s visual editor and pre-built components make it easy to synchronize new Ontraport contacts to Cloze, keeping your sales team updated in real time and improving contact management.

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

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

  • Create Cloze contacts from new Ontraport form submissions.
  • Update Ontraport contact properties based on Cloze engagement.
  • Trigger email sequences in Ontraport based on Cloze deal stages.
  • Log Cloze activities in Ontraport as contact notes.
  • Automatically enroll contacts in Ontraport courses upon Cloze deal closure.

How does Latenode handle Ontraport webhooks for real-time updates?

Latenode provides robust webhook handling, allowing you to trigger workflows instantly based on Ontraport events for immediate Cloze updates and efficient automation.

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

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

  • Complex data transformations may require JavaScript coding.
  • High-volume data sync can be limited by API rate limits.
  • Custom field mapping requires careful planning for data integrity.

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