Ortto and Cloze Integration

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Enrich Ortto profiles with Cloze contact data for personalized marketing. Latenode's visual editor simplifies data mapping, and you pay only for execution time, making advanced customer journeys affordable and easy to manage.

Swap Apps

Ortto

Cloze

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Ortto and Cloze

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

Add the Ortto Node

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

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Ortto

Configure the Ortto

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

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Connect Ortto

Sign In
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Run node once

Add the Cloze Node

Next, click the plus (+) icon on the Ortto 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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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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Run node once

Configure the Ortto 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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The action ID

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Run node once

Set Up the Ortto 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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Save and Activate the Scenario

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

Ortto + Google Sheets + Cloze: When a new activity event is triggered in Ortto, this automation finds the corresponding row in Google Sheets and updates lead information in Cloze.

Cloze + Ortto + Slack: When a person is updated in Cloze, they are automatically created or updated in Ortto. A notification is then sent to a Slack channel.

Ortto and Cloze integration alternatives

About Ortto

Use Ortto in Latenode to automate personalized marketing campaigns. Trigger emails, SMS, or push notifications based on real-time data from any source. Segment users and update profiles dynamically within Latenode workflows, responding instantly to behavior. Improve engagement by connecting Ortto's segmentation to your Latenode data pipelines.

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 Ortto and Cloze

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

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

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

Can I sync new Ortto contacts to Cloze automatically?

Yes, you can! Latenode allows real-time syncing, automatically adding Ortto contacts to Cloze. This ensures your sales team always has the latest lead information.

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

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

  • Create new Cloze leads from qualified Ortto marketing leads.
  • Update Cloze contact details based on Ortto activity data.
  • Trigger Ortto campaigns when deals are won in Cloze.
  • Segment Ortto audiences based on Cloze opportunity stages.
  • Send personalized emails via Ortto upon Cloze deal creation.

HowsecureistheOrttoandClozeintegrationonLatenode?

Latenodeemploysadvancedencryptionandsecurityprotocolstoprotectyourdata. Weensuresecuretransferandstorageofinformationbetweentheapplications.

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

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

  • Historical data migration requires manual setup or custom scripting.
  • Complex data transformations may necessitate JavaScript code blocks.
  • Rate limits of Ortto and Cloze APIs apply to high-volume workflows.

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