RingCentral and Cloze Integration

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Automatically log RingCentral call data as activities in Cloze and enrich lead profiles using Latenode's visual editor. Streamline sales workflows with flexible API integrations and scale affordably, paying only for execution time.

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RingCentral

Cloze

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect RingCentral and Cloze

Create a New Scenario to Connect RingCentral and Cloze

In the workspace, click the โ€œCreate New Scenarioโ€ button.

Add the First Step

Add the first node โ€“ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a RingCentral, triggered by another scenario, or executed manually (for testing purposes). In most cases, RingCentral or Cloze will be your first step. To do this, click "Choose an app," find RingCentral or Cloze, and select the appropriate trigger to start the scenario.

Add the RingCentral Node

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

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Configure the RingCentral

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

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Add the Cloze Node

Next, click the plus (+) icon on the RingCentral 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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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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Configure the RingCentral 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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Set Up the RingCentral 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 donโ€™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 RingCentral, Cloze, and any additional nodes, donโ€™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 โ€œRun onceโ€ and triggering an event to check if the RingCentral and Cloze integration works as expected. Depending on your setup, data should flow between RingCentral 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 RingCentral and Cloze

RingCentral + Cloze + Google Sheets: When a call ends in RingCentral, the call details and recording link (if available) are added as a communication record to the corresponding contact in Cloze. These details are also logged in a Google Sheet for reporting purposes.

Cloze + RingCentral + Slack: When a project's status changes in Cloze (e.g., a deal closes), a notification is sent to a designated Slack channel. Additionally, trigger a RingCentral SMS to the client to congratulate them on closing the deal.

RingCentral and Cloze integration alternatives

About RingCentral

Integrate RingCentral with Latenode to automate call logging, SMS alerts, and contact management. Trigger workflows based on call events, automatically updating records in other apps like CRMs or support tools. Use Latenode's visual editor and scripting nodes for customized call handling and data synchronization.

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.

RingCentral + Cloze integration

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FAQ RingCentral and Cloze

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

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

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

Can I automatically log RingCentral calls in Cloze?

Yes, with Latenode! Automatically log RingCentral call details directly into Cloze. This ensures complete contact history and boosts team productivity by eliminating manual data entry.

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

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

  • Create Cloze contacts from new RingCentral call logs.
  • Send RingCentral SMS messages when a Cloze deal stage changes.
  • Update Cloze opportunity notes after each RingCentral call.
  • Trigger RingCentral outbound calls from Cloze contact profiles.
  • Sync RingCentral call recordings to Cloze contact activities.

Does Latenode support custom RingCentral call data fields?

Yes, Latenode supports custom RingCentral call data fields, enabling tailored Cloze updates and detailed reporting via our JavaScript and API blocks.

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

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

  • Complex workflows might require JavaScript coding for advanced data transformations.
  • Real-time data synchronization depends on the API limits of both RingCentral and Cloze.
  • Initial setup requires administrative access to both RingCentral and Cloze accounts.

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