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Automatically update your Cleverreach email lists from Microsoft Excel data. Latenode’s visual editor and JavaScript support offer advanced list segmentation that typical tools lack, all while scaling affordably due to execution-based pricing.
Connect Cleverreach and Microsoft Excel in minutes with Latenode.
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Create a New Scenario to Connect Cleverreach and Microsoft Excel
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 Microsoft Excel will be your first step. To do this, click "Choose an app," find Cleverreach or Microsoft Excel, 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.
Cleverreach
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 Microsoft Excel Node
Next, click the plus (+) icon on the Cleverreach node, select Microsoft Excel from the list of available apps, and choose the action you need from the list of nodes within Microsoft Excel.
Cleverreach
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Microsoft Excel
Authenticate Microsoft Excel
Now, click the Microsoft Excel node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft Excel settings. Authentication allows you to use Microsoft Excel through Latenode.
Configure the Cleverreach and Microsoft Excel 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 Microsoft Excel Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Microsoft Excel
Trigger on Webhook
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Cleverreach
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Cleverreach, Microsoft Excel, 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 Microsoft Excel integration works as expected. Depending on your setup, data should flow between Cleverreach and Microsoft Excel (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Cleverreach + Calendly + Microsoft Excel: When someone clicks a link in a Cleverreach email campaign, create a Calendly event for them and then add their information to a new row in a Microsoft Excel spreadsheet.
Microsoft Excel + Cleverreach + Slack: When a new row is added to a Microsoft Excel spreadsheet, create a new Cleverreach campaign and send a notification to the marketing team in a Slack channel.
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 Microsoft Excel
Automate Excel tasks within Latenode workflows. Read, update, or create spreadsheets directly. Use Excel data to trigger actions in other apps, generate reports, or update databases. No manual data entry; improve accuracy and save time by connecting Excel to other systems via Latenode's visual interface.
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How can I connect my Cleverreach account to Microsoft Excel using Latenode?
To connect your Cleverreach account to Microsoft Excel on Latenode, follow these steps:
Can I automatically update Excel with new Cleverreach subscriber data?
Yes, you can! Latenode's real-time triggers instantly update your Excel sheets with new Cleverreach subscribers, keeping your data fresh without manual exports. Leverage low-code blocks to filter data.
What types of tasks can I perform by integrating Cleverreach with Microsoft Excel?
Integrating Cleverreach with Microsoft Excel allows you to perform various tasks, including:
What data triggers from Cleverreach are available within Latenode?
Latenode provides triggers for new subscribers, unsubscribes, and bounced emails within Cleverreach, facilitating automated workflows.
Are there any limitations to the Cleverreach and Microsoft Excel integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: