CleverReach + Customerly Integration

Connect CleverReach to Customerly in 1 click

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CleverReach + Customerly Integration

Create Customerly contact for new CleverReach contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Customerly contact and CleverReach contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Customerly + CleverReach Integration

Create CleverReach contact for new Customerly contact

If you're using Customerly to manage your sales leads, it's important to also use CleverReach to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Customerly, a corresponding contact will automatically be created in CleverReach.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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CleverReach + Customerly Integration
1.
  • CleverReach
    Subscriber is created in the list in CleverReach
  • CleverReach
    Subscriber is unsubscribed from list in CleverReach
  • Customerly
    Lead is created in Customerly Instant
  • Customerly
    User is created in Customerly Instant
  • Customerly
    User is tagged in Customerly Instant
  • Customerly
    User is unsubscribed in Customerly Instant
  • Customerly
    Lead converted to user in Customerly Instant
2.
  • CleverReach
    Add subscriber in CleverReach
  • CleverReach
    Activate subscriber in CleverReach
  • CleverReach
    Search subscriber in CleverReach
  • CleverReach
    Update subscriber in CleverReach
  • CleverReach
    Unsubscribe email in CleverReach
  • CleverReach
    Add order item in CleverReach
  • Customerly
    Create user in Customerly
  • Customerly
    Add tag to user in Customerly
  • Customerly
    Create lead in Customerly
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