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How to connect Cleverreach and Instantly
Create a New Scenario to Connect Cleverreach and Instantly
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 Cleverreach, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cleverreach or Instantly will be your first step. To do this, click "Choose an app," find Cleverreach or Instantly, and select the appropriate trigger to start the scenario.
Add the Cleverreach Node
Select the Cleverreach node from the app selection panel on the right.
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Configure the Cleverreach
Click on the Cleverreach node to configure it. You can modify the Cleverreach URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Instantly Node
Next, click the plus (+) icon on the Cleverreach node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.
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Authenticate Instantly
Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.
Configure the Cleverreach and Instantly 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 Cleverreach and Instantly Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Cleverreach, Instantly, 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 Cleverreach and Instantly integration works as expected. Depending on your setup, data should flow between Cleverreach and Instantly (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Cleverreach and Instantly
Cleverreach + Instantly + Google Sheets: When a new campaign is launched in Cleverreach, fetch lead data from Instantly and add the relevant campaign performance data to a Google Sheet for tracking and analysis.
Instantly + Cleverreach + HubSpot: When a new lead is created in Instantly, add the lead as a subscriber to a specific list in Cleverreach, and then create or update the contact in HubSpot to ensure all systems are synchronized.
Cleverreach and Instantly integration alternatives
About Cleverreach
Use Cleverreach in Latenode to automate email marketing based on real-time triggers. Sync contact lists, personalize campaigns, and track results directly from your workflows. Avoid manual CSV imports, segment audiences dynamically, and react to user behavior using Latenode’s flexible data routing and logic.
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About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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FAQ Cleverreach and Instantly
How can I connect my Cleverreach account to Instantly using Latenode?
To connect your Cleverreach account to Instantly on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cleverreach and click on "Connect".
- Authenticate your Cleverreach and Instantly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate lead nurturing using Cleverreach and Instantly integration?
Yes, you can! Latenode allows advanced lead scoring and automated email sequences, boosting engagement with personalized content and optimized sending schedules.
What types of tasks can I perform by integrating Cleverreach with Instantly?
Integrating Cleverreach with Instantly allows you to perform various tasks, including:
- Automatically adding new Instantly leads to Cleverreach mailing lists.
- Triggering personalized email campaigns based on Instantly campaign performance.
- Updating lead information in Cleverreach from Instantly data.
- Segmenting Cleverreach recipients based on Instantly engagement metrics.
- Creating reports combining Cleverreach and Instantly campaign statistics.
How does Latenode handle Cleverreach API rate limits effectively?
Latenode's robust queue management and error handling automatically manage API calls, preventing rate limit issues for seamless automation workflows.
Are there any limitations to the Cleverreach and Instantly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial setup requires valid API keys and correct authentication for both platforms.
- Complex data transformations may require JavaScript knowledge within Latenode.
- Real-time data synchronization depends on the API availability of both services.
