CleverReach + Zengine Integration

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CleverReach + Zengine Integration

Create Zengine record 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 Zengine record 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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Zengine + CleverReach Integration

Create CleverReach contact for new Zengine record

If you're using Zengine 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 record is created in Zengine, 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 + Zengine Integration
1.
  • CleverReach
    Subscriber is created in the list in CleverReach
  • CleverReach
    Subscriber is unsubscribed from list in CleverReach
  • Zengine
    Record is created in Zengine Instant
  • Zengine
    Record is updated in Zengine Instant
  • Zengine
    Task is created in Zengine Instant
  • Zengine
    Event is created in Zengine 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
  • Zengine
    Create record in Zengine
  • Zengine
    Delete record in Zengine
  • Zengine
    Update record in Zengine
  • Zengine
    Upload file to field in Zengine
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