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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.
Connect RD Station and Cloze in minutes with Latenode.
Create RD Station to Cloze workflow
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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.
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.
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.
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.
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.
Set Up the RD Station 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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RD Station
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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.
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.
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.
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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 RD Station account to Cloze using Latenode?
To connect your RD Station account to Cloze on Latenode, follow these steps:
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:
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: