Cleverreach and Salesmate Integration

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Sync new Salesmate contacts to Cleverreach for automated email marketing. Latenode's visual editor makes complex logic simple and offers affordable scaling as your contact list grows, plus custom JavaScript blocks.

Swap Apps

Cleverreach

Salesmate

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Cleverreach and Salesmate

Create a New Scenario to Connect Cleverreach and Salesmate

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

Run node once

Add the Salesmate Node

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

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Cleverreach

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Salesmate

Authenticate Salesmate

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

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Cleverreach

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Salesmate

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Connect Salesmate

Sign In

Run node once

Configure the Cleverreach and Salesmate 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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Salesmate

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Salesmate Oauth 2.0

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Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the Cleverreach and Salesmate 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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Webhook response

Save and Activate the Scenario

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

Cleverreach + Salesmate + Google Sheets: When a new subscriber is added in Cleverreach, a corresponding contact is created in Salesmate. The contact's details are then added to a Google Sheet for performance analysis.

Cleverreach + Salesmate + Slack: When a new subscriber is added to a Cleverreach list, a contact is created in Salesmate and a notification is sent to a Slack channel to alert the sales team.

Cleverreach and Salesmate 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 Salesmate

Automate Salesmate tasks within Latenode to streamline sales processes. Trigger actions like lead creation or deal updates based on events in other apps. Connect Salesmate to your marketing stack, enrich data, and manage follow-ups using visual workflows and custom logic, avoiding manual data entry. Scale your sales automation without code, paying only for execution time.

See how Latenode works

FAQ Cleverreach and Salesmate

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

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

Can I sync new Salesmate contacts to Cleverreach automatically?

Yes, you can! Latenode's visual editor simplifies syncing contacts. Trigger workflows upon new Salesmate contact creation and effortlessly update your Cleverreach mailing lists. Benefit from automated list management.

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

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

  • Add new Salesmate contacts to Cleverreach as subscribers.
  • Update Cleverreach subscriber information based on Salesmate data.
  • Trigger Salesmate tasks when a Cleverreach campaign is opened.
  • Segment Cleverreach lists based on Salesmate deal stages.
  • Send personalized emails via Cleverreach based on Salesmate activities.

How do I handle unsubscribes from Cleverreach within Salesmate?

Latenode enables real-time synchronization. When a user unsubscribes in Cleverreach, automatically update their Salesmate record to reflect their updated subscription status, maintaining data accuracy.

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

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

  • Complex data transformations may require JavaScript knowledge.
  • Initial data migration between platforms isn't automated.
  • Rate limits of Cleverreach and Salesmate APIs still apply.

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