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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.
Connect Ontraport and Cloze in minutes with Latenode.
Create Ontraport to Cloze workflow
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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.
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.
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.
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.
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.
Set Up the Ontraport and Cloze Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Cloze
Trigger on Webhook
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Ontraport
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Iterator
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Webhook response
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.
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.
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.
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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.
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How can I connect my Ontraport account to Cloze using Latenode?
To connect your Ontraport account to Cloze on Latenode, follow these steps:
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:
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: