Cleverreach and Qwilr Integration

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Automatically trigger personalized Cleverreach email campaigns when new Qwilr proposals are accepted. Latenode's visual editor and affordable execution pricing make advanced marketing automations accessible, while ensuring consistent brand messaging.

Swap Apps

Cleverreach

Qwilr

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Cleverreach and Qwilr

Create a New Scenario to Connect Cleverreach and Qwilr

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 Qwilr will be your first step. To do this, click "Choose an app," find Cleverreach or Qwilr, 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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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.

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Cleverreach

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Connect Cleverreach

Sign In
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Run node once

Add the Qwilr Node

Next, click the plus (+) icon on the Cleverreach node, select Qwilr from the list of available apps, and choose the action you need from the list of nodes within Qwilr.

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Cleverreach

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Qwilr

Authenticate Qwilr

Now, click the Qwilr node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Qwilr settings. Authentication allows you to use Qwilr through Latenode.

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Qwilr

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Connect Qwilr

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Run node once

Configure the Cleverreach and Qwilr Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Qwilr

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Connect Qwilr

Qwilr Oauth 2.0

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Select an action *

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The action ID

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Run node once

Set Up the Cleverreach and Qwilr 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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Webhook response

Save and Activate the Scenario

After configuring Cleverreach, Qwilr, 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 Qwilr integration works as expected. Depending on your setup, data should flow between Cleverreach and Qwilr (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 Qwilr

Qwilr + Cleverreach + Salesforce: When a prospect views a Qwilr proposal, automatically add them to a specific Cleverreach email sequence, and update their record in Salesforce.

Qwilr + Cleverreach + Pipedrive: If a Qwilr proposal is accepted, trigger a personalized welcome email in Cleverreach and create a deal in Pipedrive.

Cleverreach and Qwilr 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.

About Qwilr

Automate Qwilr quote creation inside Latenode workflows. Automatically generate Qwilr proposals when triggered by new CRM leads or form submissions. Send data to Qwilr, then use Latenode to track views, trigger follow-ups, and update your database—no manual data entry needed. Scale personalized sales flows with ease.

See how Latenode works

FAQ Cleverreach and Qwilr

How can I connect my Cleverreach account to Qwilr using Latenode?

To connect your Cleverreach account to Qwilr 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 Qwilr accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automate personalized email campaigns after Qwilr proposal acceptance?

Yes, you can! Latenode allows triggering Cleverreach campaigns based on Qwilr proposal status. This ensures timely follow-ups and personalized communication, boosting conversion rates automatically.

What types of tasks can I perform by integrating Cleverreach with Qwilr?

Integrating Cleverreach with Qwilr allows you to perform various tasks, including:

  • Automatically adding new Qwilr clients to Cleverreach mailing lists.
  • Triggering email sequences when a Qwilr proposal is viewed.
  • Updating contact information in Cleverreach from Qwilr data.
  • Sending internal notifications for accepted Qwilr proposals.
  • Creating personalized welcome emails based on Qwilr proposal content.

How does Latenode handle data transformations between Cleverreach and Qwilr?

Latenode offers advanced data mapping, JavaScript code blocks, and AI-powered transformations to ensure seamless data flow between Cleverreach and Qwilr's different formats.

Are there any limitations to the Cleverreach and Qwilr integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex custom field mappings may require JavaScript for advanced transformations.
  • API rate limits of Cleverreach and Qwilr may affect high-volume workflows.
  • Real-time updates depend on the polling frequency configured in the workflow.

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