Pipedrive and Cloze Integration

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Sync leads and contacts between Pipedrive and Cloze for complete sales pipeline visibility. Latenode's visual editor simplifies complex data mapping, while affordable execution-based pricing scales with your business, not your lead count.

Swap Apps

Pipedrive

Cloze

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Pipedrive and Cloze

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

Add the Pipedrive Node

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

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Pipedrive

Configure the Pipedrive

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

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Connect Pipedrive

Sign In
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Run node once

Add the Cloze Node

Next, click the plus (+) icon on the Pipedrive 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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Connect Cloze

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Run node once

Configure the Pipedrive 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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The action ID

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Run node once

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

Pipedrive + Cloze + Google Sheets: When a deal is updated in Pipedrive, update the corresponding person or organization in Cloze, and log the deal update details in Google Sheets for reporting purposes.

Cloze + Pipedrive + Slack: When a project changes in Cloze, update the corresponding deal in Pipedrive and notify the sales team in Slack with details of the project change.

Pipedrive and Cloze integration alternatives

About Pipedrive

Sync Pipedrive with Latenode to automate sales workflows. Update deals, create activities, or trigger personalized emails based on deal stages. Use Latenode's visual editor and JavaScript node to build custom lead qualification and routing logic. Scale your sales automation without complex code or per-step pricing limits.

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 Pipedrive and Cloze

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

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

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

Can I automatically create Cloze contacts from new Pipedrive deals?

Yes, you can! Latenode lets you automate this using a no-code visual builder or JavaScript blocks. Never miss a lead; keep your contacts synced and sales process flowing smoothly.

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

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

  • Create new Pipedrive deals when new Cloze contacts are added.
  • Update Pipedrive deal stages based on Cloze engagement levels.
  • Synchronize contact information between Pipedrive and Cloze.
  • Send custom notifications in Cloze based on Pipedrive deal events.
  • Create Cloze tasks when a Pipedrive deal reaches a specific stage.

How secure is connecting Pipedrive to Cloze through Latenode?

Latenode uses industry-standard security protocols to protect your data. We encrypt all sensitive information and follow best practices to ensure a secure connection between Pipedrive and Cloze.

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

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

  • Initial data migration between Pipedrive and Cloze may require manual setup.
  • Complex workflows with very high data volumes might require optimization.
  • Custom fields in Pipedrive and Cloze may need specific mapping configurations.

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