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Sync leads and deals between Scoro and Cloze to streamline sales & project management. Latenode's visual editor simplifies complex logic, while affordable execution-based pricing scales easily as your business grows.
Connect Scoro and Cloze in minutes with Latenode.
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Create a New Scenario to Connect Scoro 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 Scoro, triggered by another scenario, or executed manually (for testing purposes). In most cases, Scoro or Cloze will be your first step. To do this, click "Choose an app," find Scoro or Cloze, and select the appropriate trigger to start the scenario.
Add the Scoro Node
Select the Scoro node from the app selection panel on the right.
Scoro
Add the Cloze Node
Next, click the plus (+) icon on the Scoro node, select Cloze from the list of available apps, and choose the action you need from the list of nodes within Cloze.
Scoro
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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 Scoro 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 Scoro 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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Scoro
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Scoro, 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 Scoro and Cloze integration works as expected. Depending on your setup, data should flow between Scoro and Cloze (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Scoro + Cloze + Google Calendar: When a new meeting is scheduled in Scoro, it is synced to Cloze as an event record and added to Google Calendar.
Cloze + Scoro + Slack: When a project closes in Cloze, a corresponding project is created in Scoro, and the team is notified in Slack.
About Scoro
Use Scoro in Latenode to automate project & client management tasks. Automatically sync data between Scoro and other tools, like accounting or marketing platforms. Create custom workflows to streamline sales, billing, or reporting, using Latenode’s visual editor and flexible API for deeper integration.
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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 Scoro account to Cloze using Latenode?
To connect your Scoro account to Cloze on Latenode, follow these steps:
Can I automatically update contacts between Scoro and Cloze?
Yes, you can! Latenode enables real-time contact synchronization, ensuring your sales and project data is always consistent across Scoro and Cloze, boosting efficiency.
What types of tasks can I perform by integrating Scoro with Cloze?
Integrating Scoro with Cloze allows you to perform various tasks, including:
How secure is my Scoro data when using Latenode integrations?
Latenode employs robust security measures, including encryption and secure authentication protocols, to protect your Scoro data during all integration processes.
Are there any limitations to the Scoro and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: