Integrate CleverReach with Zoho CRM

Send information between CleverReach and Zoho CRM automatically, without writing any code, using Zoho Flow.

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Create subscribers in CleverReach for new Zoho CRM contacts


Every time a contact is added in Zoho CRM, this flow automatically adds them as a subscriber in your CleverReach account—keeping your mailing lists in sync with your CRM.

How it works
1. A contact is added in Zoho CRM.
2. Zoho Flow adds the contact as a subscriber in CleverReach.
Use this flow
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Create subscribers in CleverReach for new Zoho CRM contacts

Zoho CRM + CleverReach

Build your own integrations between CleverReach and Zoho CRM

Connect CleverReach and Zoho CRM with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate CleverReach and Zoho CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New unsubscription

Triggers when someone unsubscribes from the selected list

New subscription

Triggers when new subscriber is added to the selected list

New list

Triggers when new list is created

New module

Triggers when a new module is created

New note

Triggers when a new note is added

New lead

Triggers when a new lead is created

Updated module entry

Triggers when an entry is updated in the selected module

New contact

Triggers when a new contact is created

Entry created or updated

Triggers when a record entry is created or updated

Updated deal

Triggers when an existing deal is updated

User created or updated

Triggers when the details of an existing user are created or updated

New user

Triggers when a new user is created

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

All Actions - Actions are the automated tasks

Add or update subscriber

Adds or updates a subscriber in the selected list

Unsubscribe email

Unsubscribes an email address from the selected list

Update module entry

Updates the specified module entry

Add note

Adds a note to the selected module

Send mail merge

Sends a mail merge with details of the selected record

Add tags

Adds tags to the specified record

Send email template

Sends an email to the specified users

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Update related module entry

Relates an entry in this module with an entry in another module

Raise signal

Raises a signal to Zoho CRM

Convert lead to contact

Converts a lead to a contact

Remove tags

Removes tags from the specified record

Add user

Adds a new user

Update user

Updates the details of an existing user based on user ID

Fetch email template

Fetches an email template by name

Fetch event

Fetches an event by its title or unique ID

Fetch lead

Fetches a lead by email address or unique ID

Fetch account

Fetches an account by its name or unique ID

Clone module entry

Clones an existing module entry

Fetch inventory template

Fetches an inventory template using ID

Fetch user

Fetches the details of an existing user by name or email address

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Delete module entry

Deletes the specified entry

Cancel call

Cancels a event

Fetch module entry

Fetches a module entry by the specified values

Fetch product

Fetches a product by its name or unique ID

What is CleverReach?

CleverReach is an email marketing platform with multilingual interface. With features like bounce management and template engine, you can ensure better deliverability.

Email Marketing

What is Zoho CRM?

Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

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Technical and Operations Head, TruAct

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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