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.
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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 user

Triggers when a new user is created

New note

Triggers when a new note is added

New module

Triggers when a new module is created

New contact

Triggers when a new contact is created

New lead

Triggers when a new lead is created

Updated module entry

Triggers when an entry is updated in the selected module

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

Entry created or updated

Triggers when a record entry is created or updated

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

Convert lead to contact

Converts a lead to a contact

Add user

Adds a new user

Remove tags

Removes tags from the specified record

Add note

Adds a note to the selected module

Update module entry

Updates the specified module entry

Add tags

Adds tags to the specified record

Send mail merge

Sends a mail merge with details of the selected record

Create or update lead

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

Send email template

Sends an email to the specified users

Create or update contact

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

Create module entry

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

Update related module entry

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

Create or update module entry

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

Raise signal

Raises a signal to Zoho CRM

Update user

Updates the details of an existing user based on user ID

Fetch email template

Fetches an email template by name

Fetch lead

Fetches a lead by email address or unique ID

Fetch event

Fetches an event by its title or unique ID

Clone module entry

Clones an existing module entry

Fetch account

Fetches an account by its name or unique ID

Fetch user

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

Fetch inventory template

Fetches an inventory template using ID

Fetch deal

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

Fetch contact

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

Delete module entry

Deletes the specified entry

Cancel call

Cancels a event

Fetch product

Fetches a product by its name or unique ID

Fetch module entry

Fetches a module entry by the specified values

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 >

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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