RD Station and Cloze Integration

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Automatically sync leads and contact data between RD Station and Cloze with Latenode's visual editor. Build custom logic with JavaScript for advanced data transformations and scale affordably, paying only for execution time.

Swap Apps

RD Station

Cloze

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect RD Station and Cloze

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

Add the RD Station Node

Select the RD Station node from the app selection panel on the right.

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RD Station

Configure the RD Station

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

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RD Station

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Connect RD Station

Sign In

Run node once

Add the Cloze Node

Next, click the plus (+) icon on the RD Station 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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RD Station

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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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RD Station

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Cloze

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Connection *

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Connect Cloze

Sign In

Run node once

Configure the RD Station 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

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Connect Cloze

Cloze Oauth 2.0

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Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the RD Station 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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Iterator

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Webhook response

Save and Activate the Scenario

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

RD Station + Cloze + Google Sheets: When a new lead conversion occurs in RD Station, the automation updates or creates a person in Cloze. The person's details, along with conversion information, are then logged in a Google Sheets spreadsheet for tracking and analysis.

Cloze + RD Station + Slack: When a deal is won in Cloze, a customer record is created or updated in RD Station. Then, a congratulatory message is sent to a designated Slack channel to notify the team of the successful deal closure.

RD Station and Cloze integration alternatives

About RD Station

Use RD Station in Latenode to automate marketing tasks. Update leads, trigger personalized emails, and track campaign performance, all inside automated workflows. Integrate RD Station data with other apps, enrich with AI, and build custom logic without code. Scale your marketing automation affordably and visually.

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 RD Station and Cloze

How can I connect my RD Station account to Cloze using Latenode?

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

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

Can I update Cloze deals from new RD Station leads?

Yes, easily! Latenode’s visual editor enables seamless data transfer. Automatically update Cloze deals whenever new leads are captured in RD Station, ensuring your sales pipeline is always current.

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

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

  • Create new Cloze contacts from newly converted RD Station leads.
  • Update Cloze opportunities when deals advance in RD Station pipelines.
  • Trigger RD Station marketing automations from Cloze deal changes.
  • Log RD Station email activity within corresponding Cloze contact profiles.
  • Synchronize contact information between RD Station and Cloze in real-time.

Can I use JavaScript to transform RD Station data before sending to Cloze?

Yes! Latenode lets you use JavaScript code blocks to modify RD Station data before it reaches Cloze, enabling complex data transformations.

Are there any limitations to the RD Station 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.
  • Initial synchronization of large datasets can take considerable time.
  • Real-time updates depend on the API limits of both RD Station and Cloze.

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