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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.
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Cleverreach
Qwilr
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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.
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 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.
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.
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.
Set Up the Cleverreach and Qwilr 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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Qwilr
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, 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.
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.
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 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.
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How can I connect my Cleverreach account to Qwilr using Latenode?
To connect your Cleverreach account to Qwilr on Latenode, follow these steps:
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:
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: